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Idea Submitted

Ability to Configure Default CC/BCC for Outgoing Emails in DocuSign CLM

Categories:CLM
  • March 26, 2026
  • 0 replies
  • 2 views

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DocuSign CLM does not provide a native way to automatically CC or BCC recipients (such as the sender or a designated archive mailbox) on outgoing emails triggered from folders or documents within workflows.

This creates challenges for teams that require:

  • Centralized recordkeeping of outbound communications
  • Audit/compliance visibility into what was sent externally
  • Easy access for users to reference sent communications without relying solely on CLM records