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

New Here ,
Jan 14, 2025 Jan 14, 2025

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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.

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correct answers 1 Correct answer

Adobe Employee , Jan 21, 2025 Jan 21, 2025

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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Adobe Employee ,
Jan 21, 2025 Jan 21, 2025

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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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