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How to Email a Copy of an E-signature Document

Need to send a signed Document to another person? Here's how in three simple steps

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

Do you need to send a copy of each E-signature Document to someone else? Here's how to send an emailed copy to someone else.

Step 1 - Documents

Head over to My Company > Forms > Documents. Click the pencil icon beside the E-signature Document.

Step 2 - Design Tab

Click Design to open the design tool, and your Document will open in another window (Dropbox Sign). Click "Open Design Tool." A message will pop up; click, "Got It." Then click the "Next" button. You should come to another page that looks like this:

Step 3 - Enter Email

Under "Does anyone else need to receive a copy?" click "Add CC recipient" to enter the email address of the person to receive the copy.

NOTE: You can add multiple recipients by clicking "Add CC recipient."

Click "Save Template" to save.

NOTE: This change will ONLY apply to future E-sign Documents. For any currently signed Documents, you will have to print the Document and email it to the recipient.

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