How to CC Someone on a Document with WP eSignature
Have you ever wanted to include someone other than a signer in a document signing sequence? You can with our CC Users add-on!
This feature can be used on with a Basic Document or a Stand Alone Document and 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 WP E-Signature – CC Users —> enable!
If you would like to CC (carbon copy) someone other than a signer on a basic e-signature document, create your document per usual by navigating to E-Signature —> add new document —> basic document.
You will be prompted to type in the name and email of your regular document signer(s) on this screen. To add a CC’d user, click the “+ CC” button under “+ Add Signer” and add the users name and email in the magical field that pops up! 🙂
Stand Alone Document
If you would like to CC someone other than a signer on a stand alone document, create your document per usual by navigating to E-Signature —> add new document —> stand alone.
After adding your title and content, you have the opportunity to configure your Document Options. If you have the CC’d User add-on enabled, you’ll find the CC option under Document Options —> advanced eSign options.
Check the “+CC (Carbon copy) Recipients (when this document is successfully Signed)” option and a pop-up will collect the CC’d users information from you.
Note: If you CC someone on a stand alone document, this user will receive the CC communications every time a copy of this document is signed.
In either scenario, when you send out the document for signature, your CC’d recipient will receive two different emails.
The first email notifies them that they have been CC’d on a document, and that they will receive a notification with access to the document once it has been signed.
The second email informs them that the document has been signed and closed, and gives the CC’d user access to the signed PDF.
For additional information on our CC’d User add-on, visit this helpful article!
To continue troubleshooting, check out the rest of our support page here.
To learn more about new features and releases, check out our E-Signature blog here!