Add reciepients with "recieve a copy"

Hello, @Madde 

Welcome to the Docusign Community!

When creating an envelope, add your account managers then select the Action: receives a Copy.

It’s recommended to use the Signing Order so you can put them as the last ones recipients receiving a notification with the attached document(s) in a Completion email notification.

If you prefer put them as the first recipient with the Receives a Copy action then they will get notified as soon as you sent the envelope.

I hope that helps.

Alexandre

Thanks for your answer Alexandre, the thing is that I have done all your suggestions. I always use the signing order; I put the receiver first (Needs to sign), then the signatory from our side (Needs to sign) and last the AM (Receives a copy).  
Why doesn´t my AM:s receive the copy? :(

Appreciate more help thank you

/Madeleine

Hi @Madde,

I hope you are doing well.

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Do your AMs happen to have DocuSign accounts?  If so then their personal DS notification preferences (under Profile>My Preferences>Notifications) affect whether they receive your envelopes. We got caught out by that. On the admin side we had cc should get notifications, but the recipient own notifications settings overrode our admin setting.    Try having an AM ensure these 2 boxes are checked.

Hi @Christopher.Alpizar  and hi @lfedel :) Thanks for taking your time to answer me. Unfortunately I have not been able to solve my problem. My AM:s still doesn’t get notifications/receives a copy when I do send an envelope to a customer. None of my AM:s has a Docusign Account but that should not be a problem as my colleagues do send envelopes just like me and their AM:s do receives a copy!?!? I think it must be something with my settings...but I can’t find where??

Hi @Madde,

I hope you are doing well.

Can you provide an envelope ID for one of the envelopes that your AM is not receiving?

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

If I set my AM as receives a copy is it first when customer has signed they get a notice or should the AM get a notice when I send the envelope?

Hi @Madde,

I hope you are doing well.

It would depend if you have a signing order the first person on that order will receive the envelope, but without it, it will go to all the recipients at the same time.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi Christopher, I always set a signing order, customer first (must sign), then our CEO (must sign) and third the AM (receive a copy). Our AM:s askes for a notification when I send the envelope so they know its sent, not only when the envelope is signed. Is that possible?

Hi @Madde,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.