What must be done before enabling delegated signing?

Before enabling delegated signing, it is crucial to set default options in preferences. This step ensures that the delegated signing feature operates smoothly by allowing the user to customize the signing experience according to their specific needs and organizational policies. By configuring these options, users can establish guidelines for how delegated signers will handle documents, including setting permissions, notification preferences, and other essential details that streamline the signing process.

The other options, while potentially relevant to different aspects of using DocuSign, do not directly relate to the necessary preparations for enabling delegated signing. For instance, contacting support for approval is not a standard requirement; instead, this feature can typically be enabled through user settings. Assigning roles to guests may be relevant for specific signing scenarios, but it does not impact the overall setup for delegated signing. Deleting previous envelopes is unrelated to the process of enabling delegated signing, which focuses on the configuration of preferences and settings rather than cleaning up past documents.