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Assigning a Proxy Author

A proxy author is a user who writes a document or questionnaire on behalf of a document owner. When you designate a user as a proxy author, you must also designate one or more document owners the user can proxy for.

The following describes what a proxy author can and cannot do:

Can create documents/questionnaires for assigned document owners only
Can access and edit all draft documents/questionnaires for assigned document owners regardless of whether they were created by the proxy author or the document owner
Cannot submit a document/questionnaire for review or approval but can request that the document owner do so
Can view assigned document owners' documents/questionnaires throughout the review and approval process

How you assign a proxy author depends on whether you're doing it from the document owner's user form or from the user's form whom you want to assign as a proxy author for a document owner.

Assign a User as a Proxy Author

Note: Proxy authors can only be assigned to users assigned the Document Owner role.

With a user form open, click the Proxy Settings tab.
Click Assign [user name] as a proxy author for other people.

If multiple sites exist, select the site containing a document owner the current user will act as proxy for.
Find and select the document owner using one of the following methods:

In the Search Document Owners box, start typing the document owner's last or first name. A list appears of document owners containing the characters you typed that are anywhere in their first or last name. Click a name in the list.

With the Document Owners tab selected, select one or more document owners.

With the Departments tab selected, click a department to display the document owners (if any) assigned to that department, select one or more document owners, and then click OK.

Note: To remove a selected name, click it, and then click .

(Optional) To assign the current user as a proxy author to another document owner, repeat steps 3 and 4.
Do one of the following:

Click Save, and then continue with one of the following user setup tasks:

Providing General Information

Assigning Roles

Assigning System Permissions

Assigning a Manager

Click Save and Close.

Assign Proxy Authors to a Document Owner

Note: Assigning proxy authors takes effect only when the current user is assigned the Document Owner role.

With a user open, click the Proxy Settings tab.
Click Assign proxy authors for [user name].

If multiple sites exist, select the site containing a user you want to assign as a proxy author.
Find and select the user using one of the following methods:

In the Search Users, start typing the user's last or first name. A list appears of users containing the characters you typed that are anywhere in their first or last names. Click a user to add to the Selected Users box.

With the Departments tab selected, click a department to display the users assigned to that department, select a user, and then click OK.

Note: To remove a selected name, click it in the Selected Users box, and then click .

(Optional) To assign another proxy author to the current user, repeat steps 3 and 4.
Click Save or Save and Close.