Starting from Version 2.5, you can CC or BCC a completed Package to Non-Signers by adding them as a Recipient while creating a Package. The CC or BCC Recipients do not receive any meeting invites, signing links or the link to access the MasterFile™ (Audit Trail), they only receive the final signed documents of a Package.
- When you are on the Add Signers & Recipients section (formerly Add Signers) of the Create Package page, after entering the user's information, you can select the role of the user in this Package by selecting whether the user would be a Signer or a Recipient to the Package.
-
Please Note:
- A Recipient can be either a Signer, CC or BCC type.
-
The owner of the Package cannot be a CC or BCC Recipient. When you select either the CC or the BCC option, the Add Me button disappears.
- In VSR, the Host cannot be a CC or BCC Recipient. When the Host toggle is selected, the CC and BCC toggles are disabled.
- You must add at least one Signer to a Package, or else the Package cannot be saved.