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Set up agents

1. Function Description

1.1 Function Description

  • Provide the function of setting up agents and entrusting agents to sign forms.
  • Provide proxy history query function.

1.2 Applicable roles

  • All role users.

1.3 Preconditions

  • Currently unavailable

2. operation flow

  • Currently unavailable

3. Operation steps

3.1 Adding Agents

  1. Open "Set Agent" to enter the "My Agent" function. My Agent
  2. Click on [Add Agent] to open agent settings. Agent Settings
  3. Click on [Start Time] to select the start date and time, and then click the [OK] button after completion.
  4. Click on the 【 End Time 】 to select the start date and time, and then click the 【 OK 】 button after completion.
  5. Click on the "Gear" icon after the "Agent Account" to enter the Agent Account Query page. Agent Account
  6. In the filtering criteria input box, fill in the account (job number), check the account, and click the [Apply] button. After completion, as shown in the following figure:Agent Account Details
  7. After verifying the accuracy of the agent information, click the [Settings] button.
  8. Select Full Power Agency, Legal Representative, and Department Representative, and click the [Save] button after completion.
  9. The system prompts "Save successful". Agent account successful
  10. Click on [Details] to open the form details.
  11. Click [Edit] to modify the form.
  12. Click [Delete] to perform the deletion operation.
  13. Turn on [Status] to enable status. Enable Status

3.2 Agency History

Open "Set Agent" to enter the "Agent History" function. Query the history of setting up agents, Proxy History

4. Precautions

-After setting up the proxy, it will take effect after being enabled.

5. Function List

6. frequently asked questions

7. Update notice