If you would like to CC someone on a signature request, simply hit the “+ Add CC” button and enter the person’s email address.
Once the signer completes the document, the signer, the requester and whoever is CC’d will receive a signed and fully executed copy of the document via email.
Note: if you are using the “Just me” flow, you will not see a “+ Add CC” button because you can send the document that you sign directly to any recipient(s).
CC role in templates:
If you are preparing a standard template, you can include CC roles. You will then be able to include the email address of recipients who are not signing but wish to receive a completed copy when you use the template.
Please bear in mind that when adding a CC role to a template, you should not be entering a specific email address, but simply a role or title. Entering a specific email address will be done when you select Use template.
There is no CC option for template links.
Note: if you run into the following error:
You’ll need to follow these steps to enable the CC feature:
- Hover over your email address in the upper right-hand corner
- Click on “Settings”
- Click on “Profile”
- Scroll down to “Email PDF copies”
- Make sure that “When a signature request is completed – email a copy to the other signers and anyone CC’d” is ticked
- Don’t forget to save your changes!