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. 

Adding a CC 

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.