How to Add CC Recipients to a Document

Some people don't need to sign — they need to know. CC recipients receive the final signed package automatically, without being part of the signing flow. 

Steps 

1.  On the Approvers and Signers step, add the person's name and email. 

2.  Change their role dropdown from Need to Sign to the CC / Receives a copy option. 

3.  Send as usual. 

How CC Works 

•  CC recipients take no action — no signing link, no fields, no reminders. 

•  When the request completes, they receive the final signed documents and certificate in the same automatic distribution as the signers. 

•  They appear in the audit trail as copy recipients, so the record shows who received the agreement. 

Who to CC 

Finance (for the countersigned invoice terms), operations (to trigger provisioning), a shared records mailbox (for the archive). Adding CCs at send time beats forwarding PDFs manually later — it's automatic and it's logged.