Assigning a proxy is a rather straightforward process that will allow your proxy to handle your Approval, Review, and Courtesy Copy workload while you are out of the office. All documents routed to you while you are out are automatically rerouted to your proxy.
There are two locations where you may access your proxy configurations.
- From the home page:
From My Profile | Proxy | Assign Proxy:
You will just need to type or select the user ID of your proxy and type which dates you will be out of the office. Once those fields are filled in, you may click "Submit" to finish setting up your proxy. Once you have returned to the office you are are able to delete the proxy you had set up.
Important reminders for setting up your proxy:
- You can assign only one proxy at a time. The person that you select as your proxy must be an active application user.
- The user you assign as your proxy must have an approval threshold equal to or greater than your own in order to be able to approve the documents that are forwarded to him or her on your behalf. If you have further questions, contact your administrator.
The user you assign as your proxy will inherit your approval threshold for the documents that are forwarded to him or her on your behalf. For documents routed directly to the proxy, he or she will maintain the approval threshold established in his or her user profile. If you have further questions, contact your administrator.