Add a CC view-only party

Not every recipient of a document has to sign it. A party without any fields is treated as a CC view-only recipient: they receive an email invitation to view the document instead of a signature request, and they can open and download the document without signing or filling anything.

To add a CC view-only party:

1. Open the template you want to add a viewer to in the builder.
2. In the top right corner, click the + button next to the party name and select Add Second Party (or the next party in the list).
3. Hover over the new party name and click it to rename the party, for example to Viewer or CC.
4. Don’t assign any fields to this party. A party with no fields is a view-only recipient. Make sure that none of the fields on the document belong to it.
5. Click Save in the top right corner.

Sending the document to a view-only party

1. Click Send and enter the email address of the view-only party next to the signer emails in the Add New Recipients form.
2. Keep Send Email checked so that the viewer is notified. With Preserve order checked, every party is emailed in turn, so the viewer receives the invitation only when their turn in the signing order comes. Uncheck it to email all recipients at once, or move the viewer party in the builder to change when they are notified.
3. Click Add Recipients.

The viewer receives a You are invited to view a document email instead of the signature request email. It contains a View Document link that opens the document for viewing and downloading, with no fields to fill and nothing to sign.

Personalize the view invitation email

The view invitation uses its own email message, separate from the signature request email. Click Edit message in the Add New Recipients form to change the subject and the body of the email before sending it, and use the Add variable menu to insert values such as {{template.name}} or {{account.name}}.

Note

To send a copy of the document only after it has been signed, use BCC recipients.