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What is the difference between "Notify" and "Copy" when sending a document for signature?

Jay WeirJay Weir Sr. Technical Program ManagerEM mod

What happens differently if I assign someone to notify them of my signature/document vs. copying them?

Jay Weir
Sr. Communications Specialist
OpenText

Best Answer

  • Jay WeirJay Weir Sr. Technical Program Manager mod
    Accepted Answer

    Below are definitions (expected behavior) for each "assignment" for Notify and Copy:

    Notify (cc): This designation means that the recipient does not need to take any action on the document. The contact will receive an email during every step of this SignRequest. He or she will receive an email when the document is first sent and when it is viewed; when it is signed by a signer and finalized completely. This contact will also receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.
    Copy Only (cc): This designation means the recipient does not need to take any action on the document. This contact will simply receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.

    Jay Weir
    Sr. Communications Specialist
    OpenText

Answers

  • Jay WeirJay Weir Sr. Technical Program Manager EM mod
    Accepted Answer

    Below are definitions (expected behavior) for each "assignment" for Notify and Copy:

    Notify (cc): This designation means that the recipient does not need to take any action on the document. The contact will receive an email during every step of this SignRequest. He or she will receive an email when the document is first sent and when it is viewed; when it is signed by a signer and finalized completely. This contact will also receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.
    Copy Only (cc): This designation means the recipient does not need to take any action on the document. This contact will simply receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.

    Jay Weir
    Sr. Communications Specialist
    OpenText

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