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How do I send a copy of the completed and fully signed document to a third party

  • September 30, 2020
  • 4 replies
  • 797 views
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Docusign Employee
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How do I send a copy of the completed and fully signed document to a third party

Best answer by Community Expert

If the envelope is complete you cannot change the existing workflow of that envelope. What you can do is "Forward" the envelope to the individual who needs a copy. Locate the envelope under Manage and then Sent or Inbox, go to the dropdown to the right and select "forward", add the individual who you want to send a copy to as a Recipient with "receives a copy" as the Recipient type and Send.

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4 replies

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Docusign Employee
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Add them as a Recipient to the end of the envelope workflow set as the Recipient Type of "Receives a Copy". Placement in the workflow is important so I recommend using a Signing Order and placing them last in the envelope workflow so they get the final completed fully signed copy.

C
Docusign Employee
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Hi, Can I do this after the process has closed? 

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • September 30, 2020

If the envelope is complete you cannot change the existing workflow of that envelope. What you can do is "Forward" the envelope to the individual who needs a copy. Locate the envelope under Manage and then Sent or Inbox, go to the dropdown to the right and select "forward", add the individual who you want to send a copy to as a Recipient with "receives a copy" as the Recipient type and Send.

C
Docusign Employee
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That’s brilliant many thanks for your prompt support!! Thanks 

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