CC email a copy of all signed documents
You may want to send an email copy of all signed documents to someone, or a specific repository.
Users with Admin user permissions can set this up for your team. Go to Admin > Signer Experience and in the first set of options section find "CC email others upon signing (one email per line)".
Make a unique email and use this feature as an easy way to make sure you have copies of all your signed documents in one place.
Add your CC emails there, one per line. Now every time a document is signed, a copy will go to those emails.
This video demonstrates how:
Check out the Sharepoint Export feature as another way to store copies of your documents.
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- Receive signed documents by email
- Can a signer forward the document to someone else to sign
- Set emails to go to signers sequentially, or at the same time.
- Can the signer be sent a draft copy of the document to review?
- Send a reminder (or new link) to a signer
- Use a personal email account or your own SMTP server
- How to change email subject lines
- How to add static email attachments to notification emails
- Set the notification emails when a document is signed (including attachments)
- Brand your email notifications and add your logo