Back to Docusign.com
Is it possible to send specific documents from a completed envelope to different people with the CC option?
I can split the envelope template and have two different templates to achieve this, but wondered if I can route each of the signed documents to different email addresses for action?
Solved
Multiple documents signed and specific documents CC'd to different people
+1- Newcomer
- 4 replies
Best answer by mrave
In that case you need to check the box under “Advanced Options” when creating the envelope and tick “Recipients must be signers to view signed documents”.
Then you will be able to access document visibility for the documents in the envelope:
Here you can change the check boxes for the CC recipients:
+14- Docusign Employee
- 929 replies
Docusign eSignature has a feature called Document Visibility. if that is available to you. When set up correctly you can achieve that after signature only certain documents will be sent to certain CC recipients.
This Docusign Support article contains all relevant information on how limitations and how to set this up.
+1- Newcomer
- 4 replies
Thanks for the tip, I have doc visibility turned on but for some reason it won’t apply to the template I have built…
+14- Docusign Employee
- 929 replies
You should check the document visibility settings in the Admin section, as different behaviors can be configured. It's possible that the template was created when visibility was disabled or configured differently. You may need to update the template to ensure it is properly configured for document visibility and update the check boxes for the CC recipients as needed.
+1- Newcomer
- 4 replies
+14- Docusign Employee
- 929 replies
Can you post a screenshot of the document visibility configuration?
+1- Newcomer
- 4 replies
Thanks for your help
+14- Docusign Employee
- 929 replies
- Answer
In that case you need to check the box under “Advanced Options” when creating the envelope and tick “Recipients must be signers to view signed documents”.
Then you will be able to access document visibility for the documents in the envelope:
Here you can change the check boxes for the CC recipients:
Reply
Most helpful members this week
Sign up
Already have an account? Login
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.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
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.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.