Setting up templates: cc'ing a party by default?

Question

Hi Adobe Community,

Our organization frequently uses templates to issue documents to a single signer. Right now, we manually cc: any additional recipients (Payroll, HR, etc.) who will need to receive a final copy of the document. Is there a way to configure a template so that these recipients are copied by default?

Thanks so much for any help you can provide!

CSM_Shannon · Answer

Hello,

If you have the Adobe Sign Enterprise plan you can use custom workflows to set an email as a defaul CC. More about creating custom workflows - https://helpx.adobe.com/sign/how-to/workflow-designer.html

Otherwise, at the Account or Group level, you can add a CC for all agreements sent in the Account/Group.

I hope this was helpful.

~ Shannon

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