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


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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. 

 

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5 replies

JohnSantos
Valued Contributor
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  • Valued Contributor
  • 959 replies
  • 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.


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  • Author
  • Docusign Employee
  • 2 replies
  • 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
Valued Contributor
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  • Valued Contributor
  • 959 replies
  • Answer
  • June 21, 2024

@Lai.Anderson 

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

 


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  • Author
  • Docusign Employee
  • 2 replies
  • June 21, 2024

Thank you!!


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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!