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Bcc and CC on ‘Add recipient to an envelope (V2)’

  • March 26, 2024
  • 4 replies
  • 390 views
H
Newcomer
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I am using ‘Add recipient to an envelope (V2)’ in the Automate to send the pdf for signing to client. Now I want to add bcc and cc other team members too in that request. Is it possible?

Best answer by Christopher.Alpizar

Hello @huzaiffarooqui, 

 

Thank you for reaching back, I hope you are doing well.

 

I have received an answer from the engineers, I apologize for the inconvenience but there is no option to achieve this, when you are using the Power Automate connector, the envelope workflow is the same as our core eSign functionality. As stated in the posts above the senders are to use the Add Recipient action and change the Recipient Type to CC, if they need to add a CC recipient.

 

However, any feedback that can improve our users’ experience is always more than welcome. 

 

If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen to submit your idea.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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4 replies

C
Community Moderator
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Hello @huzaiffarooqui, 

 

Thank you for reaching out here in the DocuSign Community, I appreciate you bringing your question to the DocuSign Community we want to welcome you to this community.

 

I apologize for the inconvenience, I know the importance of having the ability to add recipient roles to an envelope as needed. I understand that you want to know if you can add CC and BCC with the V2 connector with Power Automate.

 

According to this Add recipient to an envelope, you should be able to at least add a Carbon Copy recipient to your envelopes through Power Automate.

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

H
Newcomer
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carbon copy will send seperate email to the cced person. I want to cc them in same email. 

C
Community Moderator
Forum|alt.badge.img+14

Hello @huzaiffarooqui, 

 

Thank you for reaching back, I am currently waiting for the reply from our engineers to see if this is possible, I will update the post as soon as I get the information.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
Community Moderator
Forum|alt.badge.img+14

Hello @huzaiffarooqui, 

 

Thank you for reaching back, I hope you are doing well.

 

I have received an answer from the engineers, I apologize for the inconvenience but there is no option to achieve this, when you are using the Power Automate connector, the envelope workflow is the same as our core eSign functionality. As stated in the posts above the senders are to use the Add Recipient action and change the Recipient Type to CC, if they need to add a CC recipient.

 

However, any feedback that can improve our users’ experience is always more than welcome. 

 

If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen to submit your idea.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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