Jotform Sign: Mutiple notification recipient once the document has been signed

  • hollieatarau81
    Asked on February 2, 2023 at 3:52 PM

    I have set a signing document up that needs to sent automatically to another department. It is currently only going to myself. Is there a way to set this up? similar to the Email set up for forms created in "My Forms".


    Thanks

  • Mightor JotForm Support
    Replied on February 2, 2023 at 7:04 PM

    Hi hollieatarau81, 

    Thanks for reaching out to Jotform Support. Check out the steps and screenshot below on how to copy another Recipient when sending the Jotform Sign Document.

    1. In your Sign Builder click Send.
    2. Select Send to Sign.
    3. Click the Options tab.
    4. Write the other email address under CC Recipients.

    1675382609 63dc4f51b11fb  Screenshot 10

    Give it a try and let us know how it goes.


  • hollieatarau81
    Replied on February 26, 2023 at 8:30 PM

    Hi there,


    Thank you for your reply. However his did not work.

    I am wanting the submission document to be sent directly to another party once the person who has signed the document selects submit. I think the option described above is for the email invitation.


    Do I need to add the other party as a 'Signer' for this to happen?



  • Sonnyfer JotForm Support
    Replied on February 27, 2023 at 12:28 AM

    Hi Hollie,

    Thanks for clarifying. Unfortunately, it's currently not possible to have a CC recipient once the document has been signed, only when sending the invitation. I've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • Evan
    Replied on February 27, 2023 at 10:53 AM

    I also need to be able to CC an additional recipient once a document has been fully signed. I have an approval workflow that starts with a web form that is filled out with the two signees info. This then triggers a sign document to be sent for signatures and once both parties have signed I need to also receive a CC of the completed signed PDF document.

    Is there some way to access the signed PDF document in the workflow so I can send it in an additional email? So far I have been unable to find a way but really need to be able to do this.
  • Ryan JotForm Support
    Replied on February 27, 2023 at 11:10 AM

    Hello Evan,

    Thanks for reaching out to Jotform Support. As for your question, I've moved that to a new thread. You can check that out here.

    Let us know if there’s anything else we can help you with.