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Docusign Employee
June 20, 2024
Solved

Can I receive a copy of signed documents without having to input myself as an additional recipient for every envelope?

  • June 20, 2024
  • 5 replies
  • 550 views

If I have 20 different envelopes, is there a way for me to add myself as a “Receives a copy” recipient one time, without me having to do it within every envelope?

Best answer by JohnSantos

@Lai.Anderson 

You could set up a Custody Transfer on Complete for all the envelopes you sent. 

 

5 replies

JohnSantos
Guru
Guru
June 20, 2024

@Lai.Anderson 

If you are the sender of the envelopes, you will receive a copy by default as long as your notifications are set for the sender.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Docusign Employee
June 21, 2024

@JohnSantos if I want my admin to receive a copy of every document I send (once all parties have signed), is there a setting where I can do that for all envelopes I send, instead of having to add him as a CC recipient for every single one?

JohnSantos
Guru
Guru
June 21, 2024

@Lai.Anderson 

You could set up a Custody Transfer on Complete for all the envelopes you sent. 

 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Docusign Employee
June 21, 2024

Thank you!!

Docusign Employee
July 5, 2024

Hi @Lai.Anderson,

 

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? 

 

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,   

Alejandro R. | Docusign Community Moderator   

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