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Apr 10, 2019 at 0:25 review Close votes
Apr 21, 2019 at 13:00
Apr 9, 2019 at 20:32 vote accept user1884155
Apr 9, 2019 at 20:26 answer added seventyeightist timeline score: 1
Apr 9, 2019 at 20:07 comment added seventyeightist @user1884155 I see, so for example a customer service agent sending a document on behalf of "John Smith, Head of Customer Experiences" ? About a complaint or something like that.
Apr 9, 2019 at 20:03 comment added Davo Other than requester or beneficiary?
Apr 9, 2019 at 20:01 comment added user1884155 @seventyeightist I like Principal. No, the boss is not the initator. He is just the legal entity that needs to be on that document. Other document require other entities to be on them different than the boss. The employees decide themselves on a day to day basis when to create documents. The system automatically determines who will be the "principal" (based on the document type).
Apr 9, 2019 at 19:51 comment added seventyeightist Another thought, in your workflow is it the case that the Boss wants the document to be created and sent, but the 'creator' actually does the magic to make that happen? In that case maybe the 3rd person could be the "Initiator" of the document, but only if the 3rd person decides to send it and the 1st person just carries out their orders.
Apr 9, 2019 at 19:45 comment added seventyeightist (...) maybe you could set up "Principal" as a term to refer to the 'Boss' in this situation and then use it consistently, but I'd only do that if it is a substantial part of the document. If you only refer to it once or twice then I'd just say "the person on whose behalf it is being sent" or similar. But that may be confusing if e.g. you work in a consulting org where you have analysts, consultants, principals...
Apr 9, 2019 at 19:43 comment added seventyeightist @Elininja I think we cross posted but the problem we both have is that the "proxy" is the 'delegate' with no word for the person nominating the proxy! I was also wondering about the word "principal" as in a principal-agent relationship. Wikipedia also uses this word in relation to proxy voting: A person so designated is called a "proxy" and the person designating him or her is called a "principal". But I think referring to a "principal" without context would be misleading or difficult to understand. (cont)
Apr 9, 2019 at 19:39 comment added Elininja @seventyeightist aaaand I just noticed these comments right after posting my answer xD
Apr 9, 2019 at 19:38 answer added Elininja timeline score: 0
Apr 9, 2019 at 19:37 comment added seventyeightist Possible leads: "proxy", "pp" (e.g. thelawdictionary.org/article/…) to sign something on someone's behalf.
Apr 9, 2019 at 19:35 comment added seventyeightist I understand the question (I think!) but I don't think there is a specific word for the person who delegates authority to someone else... As I understand it, in this workflow you have the 'Boss' who initiates the document, the 'Creator' who actually does the button pushing and then the 'Recipent' whom it gets sent to? In Outlook and similar software you can have "send on behalf of" status which I think is what you are referring to here. But I don't know what the 'person on whose [not whom's] behalf' would be called!
Apr 9, 2019 at 19:30 review First posts
Apr 9, 2019 at 20:03
Apr 9, 2019 at 19:29 history asked user1884155 CC BY-SA 4.0