Add CC recipient to the request (in progress not at completion)
Ability to CC someone on a signature request and have them receive their copy before completion of the request.
Box sign only allows the CC to receive the document after the request has been complete.
Anonymous
shared this idea
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Anonymous
commented
The ability to copy recipients on an e-sign process so not only with the signatory receive the email that the process has launched but also anyone who is CC'd can see that the process is launched is ESSENTIAL. DocuSign and Adobe Sign both have this functionality.
If Jane Smith is the signatory but John Adams is her assistant that manages email on her behalf, then it's crucial to be able to CC John and make sure he sees that the Box Sign was launched to Jane's attention. Likewise for internal team members to see a Box Sign was sent to their client, etc. The examples are endless. Thank you.
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Anonymous
commented
Desire for user(s) to receive a copy of the document at the same time that the Sign request is sent to a Signer. For instance, Legal wants a non-executed copy of the document simultaneously to the file being signed.
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Adele Wardley
commented
Posting in support of this request - we too have a number of customers whereby one spouse does most of the 'admin' but the other needs to sign legally on some docs. We need to ensure the person (be it admin assistant or spouse) knows that doc is with the signer and waiting on them to action it.
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Anonymous
commented
We have the same need as Val. An assistant often needs to manage the signer to make sure they sign the requested document. I need a way to make the assistant aware of the signing request.
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Val Rozansky
commented
There should be a CC role in Box Sign. We often need to send a copy of the contract to an assistant or someone else on the team that will remind the signer about the contract in question. Multiple people could be given a CC role to receive a copy of the contract and signed and counter-signed versions.
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Anonymous
commented
I would like for the individual(s) who are marked as Copy in the signature order to be able to receive the document prior to it being fully executed by every other person in the signing order.
We have clients where one person signs, but others want to receive the document simultaneously even though they're not signing, and if we use Approver for their role, 95% of the time they are unaware they have an action and the document never gets passed them in the signing order.
Please allow Copy individuals to have a place in the signing order other than at the very end.