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CC a person in a signed envelope automatically

Step 1

From the dashboard, go to ‘Get Started’ or ‘Templates’.

CC a person in an envelope automatically step 1

Step 2

Go to Envelope Signers and Add Recipient. You can add more than one signer, but select only one person to receive a copy of the document.

CC a person in an envelope automatically step 2

Step 3

Click the dropdown box next to Role and select ‘Receives a copy’.

Updated on 9 October 2025
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