HOW TO TUTORIALS carbon copies

Adding a carbon copy recipient to your document allows you to create a workflow, where a recipient only receives a copy of the document upon it's completion.

A common example of where this feature comes in handy is when completing employee expense claim forms, where you may only want to notify your accounts department upon it's completion

Carbon copy recipients are not required to approve documents before their completion, and if a document is voided at any time during it's workflow, they will not receive a copy.

RESOURCES >> Voiding a Document

step one

step one

How to add a carbon copy recipient

  • Enter the first name, last name and email address of the recipients of your documents.
  • Next to the recipient, you want to receive a copy, select the Receives a copy action.

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step two

step two

Viewing your carbon copies

After your document has been created, you can view your carbon copy recipients from your document information page.

In this example below, you can see that Marshall Eriksen is a carbon copy recipient because he has the Receives a copy badge next to his name.

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