Prepopulate/autofill receives a copy

Question

Hi, is there a way to always have the ‘receives a copy’ option prepopulated with the users details once when creating an envelope?  Thanks

Robert Jackson · Accepted Answer

There is a very simple way for this to be populated. If you when building the template user the Role of SENDER then it will add the name and email of the user who is sending the template.

Note that by default the Sender should receive emails advising them that the document has been signed and completed at the end of the process. They can also get emails to tell them that the document has been viewed by that person.

Regards, Robert

nathaly.monge · Answer

Hello @G.T,If you found the providedresponse to be a useful solution to your question, could you please click the "Accept as Solution" button at the bottom of the post? It helps other community members who might have similar questions.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Reply

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.

Scanning file for viruses.

This file cannot be downloaded