How to make team member as "CC" to esign request?

Modified on: Wed, 13 Apr, 2022 at 2:50 PM

Question: Is it possible to add other team member as "CC" to esignature request?

Answer: Sure, please update and customise "Gear wheel > Settings > Emails"

This is available for all "Outgoing Mail Server"

add the email address -

Other way-

Set up "Email Settings". If you are using your own mail server (gmail/microsoft) you can create your own rules (ie auto email forward, email copy for your team member). You will add the rule directly to your email settings.

Note: They only received the copy of the tax return, but unable to sign it.

Also, you may set-up Settings > Esign

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