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:

  1. In the New Signature Request box, upload the document(s) you need signed, enter the Client Name and Matter Number 
  2. Enter the first name, last name and email address of each signer who will sign the document(s) and click the blue “+ADD” button
  3. Below the Signers is a section called “CC Addresses”, Click the blue “+ADD” button located to right.
  4. Enter the Emails that need to be copied on the request and Click the blue “+ADD” for each recipient.

Click Here to Learn How To CC Addresses in Forms