Docusign Employee

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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?

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JohnSantosAnswer

Guru

@Lai.Anderson

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

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

JohnSantos

Guru

@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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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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Lai.Anderson

Author

Docusign Employee

@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?

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JohnSantos

Answer

Guru

@Lai.Anderson

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

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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Lai.Anderson

Author

Docusign Employee

Thank you!!

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Alejandro.Ramos

Docusign Employee

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!

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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.