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Sharing a signed document

Harninder Athwal

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Harninder Athwal


I am new to this app. Is there a way to cc someone when sending a document for signature? I only need 2 people to sign it, but then send it onto a 3rd (the cc persons) who does not need to sign it? When I add the 3rd person, it requires me to add a field, however I do not need them to do anything other than receive a copy of the document once the other 2 have signed it.  

Appreciate any help.

Many thanks

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Reymund Oyong

Hi @Harninder Athwal,

Thank you for reaching out to us through our Community Forums!

You may try creating a template using the document that you would like to sign, then use that template for Signature Request. 
From there, you will have the option to CC a recipient/s. Here are the steps:

1. Go to My Templates then click Create Template.
2. Upload to Add the document.
3. Add the number of Recipients including their respective Signature Fields. 
4. Click Save Template.
5. Click the Use Template button. 
6. Click the Recipient to enter the email address
7. Click Continue. Next step will give you the option for CC field. You can also customize the Subject and Message fields. When done, click the Request Signature.

Kind regards, 

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