If a document is selected for a recipient to receive a copy (cc), do they need to have a DocuSign account in order to receive and download a copy of the document?

Hi,

The answer is no, the recipients don't need to have an account.

Depending on the settings of your account, your recipients will either receive an email from DocuSign with a link to download the completed document or with the PDF attached to that email.

If you want the PDF to be included in the completion email, you will have to activate the option in the 'Signing Settings' of your DocuSign Settings (see screenshot attached)

If you want to learn more about DocuSign in a fun way, you can have a look at my YouTube playlist:

https://www.youtube.com/playlist?list=PLFdeYlwF-LjBNq28zH_w-Wr5YoWvSAkmv

Sofian Saoudi

SOLUSIGN

Certified DocuSign Template Design & Implementation Specialists

E: sofian@solusign.com | W: https://www.solusign.com

Book a FREE 30-min intro call with me:

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