At some point, everyone needs to put something in writing formally.
Maybe it’s an HR manager authorizing document collection, a finance officer allowing a team member to handle transactions, or a small business owner giving an employee the green light to sign on behalf of the company.
These tasks don’t always need an attorney or lawyer—they need clarity. But writing one from scratch can feel like reinventing the wheel each time. That’s where an authorization letter comes in.
Simple, official, and powerful, a well-structured authorization letter helps you delegate responsibility without confusion and back-and-forth. Let’s look at professional letter of authorization templates that you can customize quickly.
Free Letter of Authorization Template for Any Use
- What Are Letter of Authorization Templates?
- Top Letter of Authorization Templates at a glance
- What Makes a Good Letter of Authorization Template?
- 10 Best Letter of Authorization Templates
- 1. ClickUp Letter of Agreement Template
- 2. ClickUp Employee Verification Letter Template
- 3. ClickUp Services Agreement Template
- 4. ClickUp Project Request and Approval Template
- 5. ClickUp Delegation of Authority Matrix Template
- 6. Letter of Authorization Template by Jotform
- 7. Personal Authorization Letter Outline Template by Template.net
- 8. Authorization Letter to Collect Documents Template by Template.net
- 9. Authorization Form Template by Template.net
- 10. Authorization Letter for Employer Template by Template.net
- Simplify Authorization for All Parties Involved With ClickUp
Summarize this article for me pleaseWhat Are Letter of Authorization Templates?
A letter of authorization template provides a simple, structured way to hand over responsibility. It essentially helps you put in writing that someone else has permission to act on your behalf for a specific task.
You can make an authorization letter for various reasons. That might include allowing a team member to sign onboarding documents, giving an employee access to company assets, or letting a trusted person handle personal errands like picking up legal paperwork, getting a passport, or collecting a parcel.
Instead of starting from scratch each time, templates give you a head start. The layout is already there—all you need to do is fill in the key details:
- Who is authorizing this (first party)
- Who’s being authorized (second party)
- What actions are they allowed to perform and for how long
- Any conditions you want to include
🧠 Fun Fact: Some believe that the oldest known authorization letter of sorts is a 700-year-old Spanish document that dates back to 1295! This ancient file permits liberties to the citizens of Alcalá during the Spanish Reconquista.
Summarize this article for me pleaseTop Letter of Authorization Templates at a glance
| Template Name | Download Template | Ideal For | Best Features |
| ClickUp Letter of Agreement Template | Get free template | Anyone who wants to draft a letter of agreement for their business | Scope, parties, tracking, and collaboration |
| ClickUp Employee Verification Letter Template | Get free template | HR professionals and hiring managers handling employment verification requests | Professional format, customizable, collaborative |
| ClickUp Services Agreement Template | Get free template | Service providers and businesses aiming to establish comprehensive agreements with clients | Custom Fields, status tracking, automation, List/Board views |
| ClickUp Project Request and Approval Template | Get free template | Project managers seeking a streamlined approach to handling project proposals and approvals efficiently | Custom Fields, status tracking, automation, List/Board views |
| ClickUp Delegation of Authority Matrix Template | Get free template | Managers and supervisors looking to establish a transparent decision-making framework | Authority matrix, RACI, custom fields, automation |
| Letter of Authorization Template by Jotform | Download this template | Small business owners, HR, legal assistants, individuals | Drag-and-drop builder, e-signature, PDF export, branding |
| Personal Authorization Letter Outline Template by Template.net | Download this template | Individuals delegating financial responsibilities | Scope, dates, contact info, editable fields |
| Authorization Letter to Collect Documents Template by Template.net | Download this template | Individuals authorizing document collection | Recipient info, editable, verification details |
| Authorization Form Template by Template.net | Download this template | Individuals/businesses delegating authority for specific tasks | Editable, device-friendly, printable, clear responsibilities |
| Authorization Letter for Employer Template by Template.net | Download this template | HR departments and employers looking to execute employment authorization | Company/employee details, compliance, customizable |
Summarize this article for me pleaseWhat Makes a Good Letter of Authorization Template?
The importance of using a good authorization letter template lies in its ability to convey trust, clarity, and legal validity. Here’s what you should look for in a template:
- Statement of purpose: The template should open with a straightforward explanation of what the authorization is for. It should leave no room for ambiguity, and readers should immediately understand what specific actions are being approved and by whom
- Details of parties involved: Full names, job titles, and contact information for both the authorizing party and the designated individual should be included in the contract template
- Defined scope of authority: The document must spell out certain actions the authorized person has permission to do. Whether it’s signing contracts, picking up documents, or managing a bank account, the task should be clearly outlined to prevent overreach
- Specific start and end dates: Good templates work as legal document tools and include a timeframe during which the authorization is valid. This protects both parties by setting boundaries and helps avoid unauthorized use after the intended period
- Signature section with date: Every authorization letter needs space for a dated signature from the person granting authority. Without this, it may not be considered valid or enforceable
- Witness or notary section: For more sensitive or high-stakes situations, like financial matters or legal authority permissions, having a space for a witness or notary provides an added layer of verification and protection
➡️ Also Read: Types of Contracts and How to Manage Them Efficiently
Summarize this article for me please10 Best Letter of Authorization Templates
Here are the 10 best letters of authorization templates from ClickUp and other platforms that empower your team members for every decision they make:
1. ClickUp Letter of Agreement Template
Looking to keep your agreements straightforward and organized? The ClickUp Letter of Agreement Template is your go-to tool. It helps you quickly draft clear, legally binding agreements that address all the essentials: project scope, responsibilities, and costs.
It’s packed with helpful notes and examples to power you through the process. With this, you reduce the risk of misunderstandings and make agreements smoother for teams and businesses alike.
🌟 Why you’ll love this template
- Outline contract scope and details, including goals, payments, amendments, timelines, and signatures
- Use ClickUp Docs to draft the agreement’s purpose and detail the specific roles and responsibilities of the two parties
- Use the Board View to create an intuitive overview of the agreement
- Set up automated emails and public or private links to share the agreement with all stakeholders
🔑 Ideal for: Anyone who wants to draft a letter of agreement for their business.
📢 ClickUp Callout: Draft supporting documents, like letters of authorization, right within ClickUp Docs. ClickUp Brain is an AI writing assistant! You can use natural-language prompts to generate first drafts, summarize key details, or even translate content.
Plus, built-in Ask AI and Enterprise Search mean you can pull loan terms, task notes, and workspace knowledge for seamless context. Brain helps you turn templates into polished, ready-to-send documents fast, accurate, and fully integrated.
2. ClickUp Employee Verification Letter Template
The ClickUp Employee Verification Letter Template helps you quickly generate professional verification letters that confirm essential employment information.
This authorization letter template allows you to include job titles, employment dates, salary details, and more, all in one easy-to-fill format. It’s designed to be both simple and customizable, helping HR professionals, administrators, and managers craft letters for various purposes.
Plus, with ClickUp’s intuitive features, you can manage and track verification requests with ease.
🌟 Why you’ll love this template
- Confirm employment status, job title, and duration in a professional format
- Customize the details of this employee verification template to fit each employee’s information
- Maintain consistency across all verification letters for reduced confusion
- Use ClickUp Docs to draft, edit, and share letters seamlessly across your team
🔑 Ideal for: HR professionals and hiring managers handling employment verification requests.
Here’s what Michael Holt, CEO of EdgeTech, has to say about ClickUp Docs:
3. ClickUp Services Agreement Template
Every successful client relationship starts with a clear understanding of what’s being delivered.
The ClickUp Services Agreement Template helps you lay that foundation easily. It gives you a professional structure to outline service details, timelines, payment terms, and responsibilities—all in one place.
With this service agreement template, you get a practical, editable document that fits everything you need to launch a project with confidence. It lets you manage, track, and collaborate on agreements from start to finish.
🌟 Why you’ll love this template
- Define the scope of services, including type, duration, and specific details
- Identify all parties involved with their contact information and relevant details
- Utilize custom statuses to track the progress of each agreement
- Enhance tracking with due dates, comment reactions, multiple assignees, and priority labels
🔑 Ideal for: Service providers and businesses aiming to establish comprehensive agreements with clients.
➡️ Also Read: How to Write a Service Agreement: Protect Your Business and Win Client Trust (+ Free Templates)
4. ClickUp Project Request and Approval Template
Managing multiple project requests can be challenging, with emails, spreadsheets, and meetings scattered. The ClickUp Project Request and Approval Template offers a centralized, structured approach to submitting, reviewing, and approving project proposals.
It works well alongside your approval workflow software and standardizes the intake process to ensure that every request is documented, evaluated, and tracked efficiently.
What’s more? You get to simplify communication between departments with features like ClickUp Chat and make decision-making more efficient.
🌟 Why you’ll love this template
- Capture essential project details with Custom Fields like Description, Impact, Cost, and Probability
- Track the status of each request using predefined stages: Under Review, Approved, In Progress, Complete, and Closed
- Use this approval letter’s List and Board views to visualize and manage requests
- Automate notifications and task assignments to keep stakeholders informed and engaged
🔑 Ideal for: Project managers seeking a streamlined approach to handling project proposals and approvals efficiently.
Tired of manual approval processes? Let ClickUp’s Autopilot Agents take over the grunt work!
5. ClickUp Delegation of Authority Matrix Template
As teams grow and projects multiply, managing decision-making authority requires a structured tool. The ClickUp Delegation of Authority Matrix Template is the perfect tool to delineate who has the power to make specific decisions, ensuring clarity and efficiency across all levels.
Mapping out responsibilities and approval hierarchies with this template helps you prevent overlaps, reduce delays, and foster accountability. With this, streamline the process of assigning responsibilities and ensure everyone gets access to relevant information.
🌟 Why you’ll love this template
- Define clear lines of authority, specifying restrictions and who is responsible for decisions in various scenarios
- Employ nine Custom Fields, including roles like CFO, CEO, and Department Heads, to visualize the authority matrix comprehensively
- Use the RACI concept as a guideline to assign authority to managerial positions
- Enhance project controls with features like time tracking, dependency warnings, and automated notifications
🔑 Ideal for: Managers and supervisors seeking to establish a transparent and efficient decision-making framework within their teams or organizations.
6. Letter of Authorization Template by Jotform
Jotform’s Letter of Authorization Template lets you create a polished, legally sound document to delegate your authority in minutes. It allows you to specify who is authorized to act on your behalf, define the scope of their authority, and set the duration of the authorization.
The platform’s intuitive form builder makes customization easy. Use drag and drop to add fields, remove previous fields, make design changes, and make the template your own.
🌟 Why you’ll love this template
- Customize the template effortlessly using Jotform’s intuitive drag-and-drop form builder
- Collect secure electronic signatures from any device, ensuring swift authorization
- Convert the completed form into a polished PDF, ready to download, print, or share
- Add your branding elements, such as logos and letterheads, to maintain consistency
🔑 Ideal for: Small business owners, HR professionals, legal assistants, and individuals needing to delegate authority for business, legal, or personal matters.
🚨 Things to Consider: E-signatures can be risky without proper security measures in place. To ensure optimum protection for your e-signature, consider:
- Multi-factor authorization (MFA): SMS and biometric verification make signatures secure, as you are notified of every change
- Encryption: Encryption ensures that no unauthorized changes take place between signatures with encrypted keys
- Audit trail: This security measure shows you exactly when and how company representatives or other signers are interacting with documents
7. Personal Authorization Letter Outline Template by Template.net
Need to authorize someone to handle your financial matters? Template.net’s Personal Authorization Letter Outline provides a straightforward solution.
It fits seamlessly with your legal tech stack and lets you grant permission for account management, making deposits, fund withdrawals, and signing essential documents.
It’s designed to be clear and concise, ensuring that your intentions are communicated effectively. Specify the duration of the authorization and provide contact information for any necessary verification with editable fields.
🌟 Why you’ll love this template
- Clearly outline the scope of financial authority being granted and the limitations
- Specify the effective start and end dates for the authorization period
- Include contact information for seamless communication and verification
- Customize the template to suit your specific needs and circumstances
🔑 Ideal for: Individuals seeking to delegate financial responsibilities to a trusted person.
8. Authorization Letter to Collect Documents Template by Template.net
The Authorization Letter to Collect Documents Template from Template.net makes it simple to let someone else pick up important documents on your behalf.
It is a formal way to grant someone else the authority, perfect for situations like retrieving a birth certificate or other official records.
The template includes all the necessary details: recipient information, authorization statement, and your contact details for verification. It’s fully editable, allowing you to tailor it to your specific needs.
🌟 Why you’ll love this template
- Clearly state who is authorized to collect documents and specify the documents
- Include your contact information to facilitate any necessary verification
- Simplify the process of delegating document collection tasks
🔑 Ideal for: Individuals who need to authorize someone to collect official documents on their behalf.
📮 ClickUp Insight: About 41% of professionals prefer instant messaging for team communication. Although it offers quick and efficient exchanges, messages are often spread across multiple channels, threads, or direct messages, making it harder to retrieve information later.
So, an integrated solution like ClickUp Chat ensures your chat threads are mapped to specific projects and tasks, keeping your conversations in context and readily available.
9. Authorization Form Template by Template.net
A formal authorization form is essential when you need to grant someone the authority to act in your absence. Template.net’s Authorization Form Template provides a straightforward solution for various scenarios, such as legal, financial, or personal matters.
This form allows you to specify the authorized individual’s details, the scope of their authority, and the duration of the authorization. It is easily customizable—make it single-spaced or double-spaced, add your logo, address, contact info, and more.
🌟 Why you’ll love this template
- Add a form description to provide clarity to people reading it
- Edit on any device, including desktop, tablet, or mobile
- Lay out responsibilities in plain, official language to avoid confusion
- Keep things official with a downloadable, printable version in just a click
🔑 Ideal for: Individuals or businesses needing to delegate authority for specific tasks or financial decisions.
💡 Pro Tip: Remember these things while making your authorization letter:
- Keep it short and sweet: The best authorization letters are clear and concise. Be specific about what authority you’re granting, but don’t complicate things. Aim for a 1-page letter whenever possible to avoid unnecessary confusion
- Double-check your signatories: Before signing off, make sure you’re authorizing the right person. Whether it’s for financial tasks or document retrieval, it’s important to trust the person you’re granting authority to
- Set expiry dates: Always include a current date and an expiry date for the authorization period, even if it’s open-ended. This ensures that the delegation of authority doesn’t continue indefinitely and avoids complications later on
10. Authorization Letter for Employer Template by Template.net
Template.net’s Employer Authorization Letter is designed to streamline HR processes by formalizing employment authorization updates. It is particularly useful for companies needing to ensure compliance with legal work requirements or internal policy changes.
It helps you quickly notify employees about necessary documentation or procedural updates. With sections for company details, employee information, and specific instructions, the template adapts to various situations.
🌟 Why you’ll love this template
- Communicate updates regarding employment authorization requirements
- Include sections for company and employee details to ensure all necessary information is captured
- Facilitate compliance with legal and internal policies by outlining the necessary steps for employees
🔑 Ideal for: HR departments and employers seeking an efficient way to notify employees about authorization updates or changes in employment procedures.
➡️ Also Read: Legal Workflow Software to Keep Law Firms Organized
Summarize this article for me pleaseSimplify Authorization for All Parties Involved With ClickUp
Letter of authorization templates are invaluable tools that make delegating authority simple and secure. By providing a professional structure, they save you time, reduce confusion, and ensure all parties are on the same page.
These templates allow for a smooth, hassle-free process, whether you’re authorizing someone to collect documents, handle business transactions, or represent you in legal matters.
ClickUp templates, with their intuitive design and powerful features, take this ease a step further.
With customizable fields, automated tracking, and seamless integrations, ClickUp makes managing all your business documents and workflows a breeze. Sign up for free today!
Everything you need to stay organized and get work done.
