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

Answer: Sure, for user who use "LodgeiT" as the outgoing mail server, please update and customise "Gear wheel > Settings > Emails


For other email provider:

Workaround is to 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