How to CC Someone on a Document with WP E-Signature
The CC Users add-on is an easy way to invite another party to view the signing process and access the final copy of a signed document.
To set up this feature, navigate to E-Signature > Add-ons, find CC Users > Enable.
If you’re on version 1.9.4.1 or earlier, we recommend updating to the latest version. If updating isn’t possible right now, you can find alternative instructions at the bottom section of this page.
Basic Document
To CC someone on a basic document's confirmation emails, create a document as usual (E-Signature > Add New Document > Enter Title > Basic Document).
On the signer screen, select +CC, enter the recipient's name and email, then select Next Step.
Stand Alone Document
To CC someone on a stand alone document, navigate to E-Signature > Add New Document > Add Document Title > Stand Alone.
After adding your content, open Document Settings and check the +CC (Carbon Copy) Recipients option, then enter the CC'd user's information in the pop-up.
To CC someone on a published stand alone document, edit your document, select the Settings tab, check +CC Recipients, add the desired party, and republish.
Email Notifications
In either scenario, your CC'd recipient will receive two emails.
The first one notifies them they've been CC'd and that they'll get access to the document once it's signed.
The second email shows that the document was signed and closed, and gives the CC’d user access to the signed PDF.
To continue troubleshooting, check out the rest of our support page here.
If you’re on version 1.9.4.1 or earlier, we recommend updating to the latest version. If updating isn’t possible right now, follow the steps below. 👇
Basic Document
To CC someone on a basic document's confirmation emails, create a document as usual (E-Signature > Add New Document > Enter Title > Basic Document).
On the signer screen, select +CC, enter the recipient's name and email, then select Next Step.
Stand Alone Document
To CC someone on a stand alone document, navigate to E-Signature > Add New Document > Add Document Title > Stand Alone.
After adding your content, scroll to the Document Settings and check the +CC (Carbon Copy) Recipients option, then enter the CC'd user's information in the pop-up.
To CC someone on a published stand alone document, edit your document, scroll to the Document Settings, check +CC Recipients, add the desired party, and republish.
Email Notifications
In either scenario, your CC'd recipient will receive two emails.
The first one notifies them they've been CC'd and that they'll get access to the document once it's signed.
The second email shows that the document was signed and closed, and gives the CC’d user access to the signed PDF.
To continue troubleshooting, check out the rest of our support page here.