How to automatically send the signed document to someone that didn't sign

This guide explains how to use the Send Copy function to share Agency Agreements, Form6, Contracts, or SignAnything documents with people who do not need to sign. This feature allows additional recipients to view, download, and print documents after the document is signed.

Step by Step (Sending copies from document preview page)

1. Create Your Document: Ensure all signer details are added.

2. Add CC Recipients:

1. • • Locate the 'Send Copy' icon on the right panel.

     • Enter email addresses for CC recipients, separating multiple addresses with a semicolon.

     • Click ‘Save Recipients’.

3. Notification: Once all signers have signed the document, CC recipients will get an email with the completed PDF.

Adding recipients via Office Settings (For Office Admins only)

1. Access Office Settings:

   • Go to the ‘Office Settings’ section.

   • Click on the ‘Update Company Details’ tab.

2. Add Recipients:

   • Scroll to the ‘Send Copy Recipient(s)’ section.

   • Add email addresses under “Recipients for <Your selected template>”.

VIC Office Example

QLD Office Example

4. Save Changes: Click ‘Update Company Details’ to save. Agents can now see saved CC recipients under their Send Copy modal.

FAQ:

1. How can I view the list of emails I've sent the document to?

   • The list of added email addresses will be displayed on the document's status page.

2. Will I know if an email to a CC'd recipient bounces?

   • Yes, you will receive an email notification with the subject line “Message not Delivered”.

3. Can I edit email addresses saved by the Office Admin?

   • Yes, agents can modify email recipients in the Send Copy modal.