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.
How to add a carbon copy recipient
- Enter the first name, last name and email address of your documents recipients.
- Next to the recipient you want to receive a copy, select the Receives a copy action.
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.
Carbon copy recipients will only be sent a copy of the signed and sealed document upon i’s completion. If a document is voided at any time during it’s workflows, they will not receive a copy.