The CC feature allows senders to send documents to others parties without requiring them to sign the document. As soon as a request is completed all CC addresses receive an email including a list of signers, the completed document, and a full audit trail. As well this will be automatically sent to all signers of the document and the email address associated with your ClientSide Account.
To CC an Email Address:
- In the New Signature Request box, upload the document(s) you need signed, enter the Client Name and Matter Number
- Enter the first name, last name and email address of each signer who will sign the document(s) and click the blue “+ADD” button
- Below the Signers is a section called “CC Addresses”, Click the blue “+ADD” button located to right.
- Enter the Emails that need to be copied on the request and Click the blue “+ADD” for each recipient.