How to Add a CC Recipient in Jotform Sign

October 11, 2023

Youtube Embed Poster: VA07NQZWk1Q
  1. Once you’ve designated your signers and added the appropriate places for them to sign, go to the Send tab.
Image of Jotform's Sign Builder with an arrow pointing to the Send tab in the top middle part of the screen
  1. After you fill in your signers names and emails, but before you click Send to Sign, go to the Options tab.
Image of the Send tab in the Sign Builder, an arrow is pointing to the Options tab
  1. Type in the emails of the people you’d like to CC where it says Add CC Recipient.
Image of the Options tab an arrow is pointing to the last heading in titled Add CC Recipient
  1. Move back to the recipients tab and click Send to Sign.
Image of the Recipients tab within the Send tab
  1. The users you CC’d will receive an email from Jotform Sign stating the document owner has copied them. Click the green View Document button to see the document. 
Email notifying a user they have been sent a copy of a document
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Ensure no one is left out of the loop in your signing process; include all necessary parties with the CC feature, and make your document circulation comprehensive and efficient.

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