Is there a way to save signers and people to be CC'd in an e-sign template?

Question

Is there a way to save signers and people to be CC'd in an e-sign template? For example, when I used DocuSign, I set up a template that had my team-mates automatically CC'd on it, so when I used that template, all I had to do was add in the client email address, and it would go to the client to be signed, and my team-mates would get a copy. I didn't have to manually add in the people to be CC'd every time I used the template.

I see how to create an e-sign template, but I don't see an option to save people to a template. Is this possible? Thanks for any help.

Meenakshi_Negi · Accepted Answer

Hi Betsy_VMG,

Thank you for reaching out.

You may add the email address to the external archive in account settings. For more information, refer to the following community help post: https://adobe.ly/4h3V9Jl.

Check if that helps.

Let us know if you need any help.

Thnks,

Meenakshi

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