Settings → Auto Delegation

Automatically route your signing turns to a backup person for a specific date range (e.g. while you're on vacation).

Endpoint summary

Method	Path	Notes
GET	/user/v1/settings/auto-delegation	View current settings
PUT	/user/v1/settings/auto-delegation	Update
POST	/workflow/v1/auto-delegation/recipient-conflicts	Check for conflicts before enabling

Viewing and updating

GET /user/v1/settings/auto-delegation

{
  "autoDelegationEnabled": true,
  "autoDelegateEmail": "backup@example.com",
  "autoDelegateName": "Sam",
  "autoDelegationStartAt": "2026-08-10T00:00:00Z",
  "autoDelegationEndAt": "2026-08-17T00:00:00Z",
  "autoDelegationActive": false
}

autoDelegationActive is computed server-side (whether right now falls within the window) — it's not something you set directly.

PUT /user/v1/settings/auto-delegation
Content-Type: application/json

{
  "autoDelegationEnabled": true,
  "autoDelegateEmail": "backup@example.com",
  "autoDelegateName": "Sam",
  "autoDelegationStartAt": "2026-08-10T00:00:00Z",
  "autoDelegationEndAt": "2026-08-17T00:00:00Z"
}

Checking for conflicts first

Before enabling, check whether the proposed delegate would create a routing conflict:

POST /workflow/v1/auto-delegation/recipient-conflicts
Content-Type: application/json

{ "emails": ["backup@example.com"] }

Flags cases like the proposed delegate already being a recipient on a workflow you're on, or the same delegate being shared across conflicting chains.

Once enabled, the platform can silently substitute your delegate at the moment your turn on any workflow starts — see Sending & Signing.