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

New Here ,
Jul 08, 2020

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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!

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Adobe Sign forms

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

New Here ,
Jul 08, 2020

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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!

Topics

Adobe Sign forms

Views

34

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Adobe Employee ,
Jul 10, 2020

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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.

 
 

2020-07-10_16-11-40.png

 

 I hope this was helpful. 

~ Shannon 

 

 

 

 

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