how do i cc someone

4 replies
1517 views
Translate All

How do i cc another party when sending out documents

eSignature

C

Community ExpertAnswer

Docusign Employee

In the New DocuSign Experience (NDSE), when sending, select the ADD RECIPIENT button to add a new recipient. Change NEEDS TO SIGN to RECEIVES A COPY and then add your CC info for the new recipient.

C

Community Expert

Answer

Docusign Employee

In the New DocuSign Experience (NDSE), when sending, select the ADD RECIPIENT button to add a new recipient. Change NEEDS TO SIGN to RECEIVES A COPY and then add your CC info for the new recipient.

Translate

C

Community Member

Legacy User

Hi,

Welcome to the DocuSign Support Community!

Feynman's answer should get the job done for you. If you have further questions, please let us know.

Thank you.

Donna DocuSign Support Community Moderator

Translate

C

Community Member

Legacy User

Does NDSE only send the document to the cc people after the document is completed by all parties? Today I got a cc after i clicked SEND and the client has not signed anything yet. I don't want documents going out to others unsigned. That could create confusion.

Translate

C

Community Member

Legacy User

You can have it either way. Check out the " Set signing order" option in NDSE sending. If recipients exist at the same routing order number, DocuSign will notify them at the same time. You can set the CC recipient with a higher routing order number to have DocuSign notify the CC recipient later.

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.