Adding carbon copy recipients to your document allows you to create a workflow, where a recipient only receives a copy of the document upon it’s completion.
A common example of where this feature comes in handy is when completing employee expense claim forms, where you may only want to notify your accounts department upon it’s completion
How to add carbon copy recipients
- Sign In and setup a new document to send
- Enter the first name, last name and email address of your document’s recipients.
- Next to the recipient you want to receive a copy, select the Receives a copy action.
Viewing your carbon copies
After your document has been created, you can view your copies from your document information page.
In this example below, you can see that Marshall Eriksen is a carbon copy recipient because he has the Receives a copy badge next to his name.
Carbon copy recipients will only be sent a copy of the signed and sealed document upon it’s completion. If a document is voided at any time during it’s workflow, they will not receive a copy.
For more information, please feel free to browse our resource centre to learn more about the application and how to use it. You can also get in touch with us for more specific information regarding services and prices from your clients with e-signatures. We provide your customers with a convenient, easy-to-use solution to sign documents electronically.