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CC a User Without Sending Notifications

Copy others on a document without sending notifications.

Updated over 2 months ago

There are two ways to add someone to CC on a document invite: through the editing mode and on the Invite Page.

Editing mode

Editing mode refers to the document state in which you can add fields and customize invite settings before sending out an invite. To open the editing mode, open the document in question in editing mode by clicking on its name from the Documents folder in SignNow.

To add a CC through this mode, click on the Edit button at the top left side to open the Recipients tab.

In the tab, click the Add CC Recipients option.

After entering the CC'd recipient's email address and hitting Enter to save it, save the changes by hitting Save and Continue.

Invite Page

As an alternative, you can add CC'd recipients on the Invite Page. You can proceed to this page directly from the editing mode by hitting the Continue button at the top right side.

You can also access the Invite page from your Documents/Templates folder by clicking the Invite to Sign option.

CC'd recipient view

The party CC'd on the invitation will receive the following emails:

  • When the document is sent out

  • The completion email with document attachment (if the document in question is less than 9.5 MB; otherwise, the email will not include the attached document but will still be sent out).

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