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How do I send a copy of the completed and fully signed document to a third party

Forum|Forum|6 years ago
September 30, 2020
7 replies
1726 views

eSignature

Best answer by Community Expert

If the envelope is complete you cannot change the existing workflow of that envelope. What you can do is "Forward" the envelope to the individual who needs a copy. Locate the envelope under Manage and then Sent or Inbox, go to the dropdown to the right and select "forward", add the individual who you want to send a copy to as a Recipient with "receives a copy" as the Recipient type and Send.

C

Community Member

Legacy User

Add them as a Recipient to the end of the envelope workflow set as the Recipient Type of "Receives a Copy". Placement in the workflow is important so I recommend using a Signing Order and placing them last in the envelope workflow so they get the final completed fully signed copy.

C

Community Member

Legacy User

Hi, Can I do this after the process has closed?

C

Community Expert

Answer

Docusign Employee

If the envelope is complete you cannot change the existing workflow of that envelope. What you can do is "Forward" the envelope to the individual who needs a copy. Locate the envelope under Manage and then Sent or Inbox, go to the dropdown to the right and select "forward", add the individual who you want to send a copy to as a Recipient with "receives a copy" as the Recipient type and Send.

C

Community Member

Legacy User

That’s brilliant many thanks for your prompt support!! Thanks

1

13Porky1947

Newcomer

I am a senior, you need to explain where do I find “Manage” first in docusign and then where do I find “Forward”…...need some help as I need to send signed document to third party

1

13Porky1947

Newcomer

So, do I have to wait for an answer at later time when posting a question/??

M

mr1

Respected Advisor

@13Porky1947

This is a community-based forum, so there aren’t a lot of dedicated DocuSign employees monitoring - you do have to wait for answers.

However, in answer to your question: you can find the envelope you want to forward on your “complete” tab, then click on the three dots to the far right for more options. “Forward” should be one of them.

(***I do not know if “Forward” is available for all tiers of accounts, if you do not see the option you may need to upgrade for access).

good luck

mr1

MR1

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