The CC feature allows you to add contacts to the document journey who may or may not be signers/reviewers in the document but who need to receive updates (as configured by the sender) in order to remain privy to the progress of the document through its various stages. Using CC, you can enable your relationship managers/sales team to receive real time updates regarding:
Invitations triggered to various invitees.
Signing, approval and rejection updates from all invitees.
Completion of documents.
Failure events such as verification failures, expiry of invitations or document deletions.
Go into the account settings of your Leegality (Admin) Dashboard
Go to the Department tab and into the Invitee Configurations sub-tab
Toggle on - Enable CC notification for organization
This will give every user in your Leegality organization access to the CC function
On the Invite page toggle on - Send copies of notifications (CC)
This will divide the screen into 2 parts:
Invitees (Signers and Reviewers)
CCs ( Receive copies of notifications)
Fill in the Name and Email of the CC.
Note: CCs only support email contacts
Click on the CC options button to configure to:
Select notifications to be delivered as an email to the CC’ed invitee
This includes the following notifications:
This includes the following notifications types:
Signing/Review invitation email (with/without the actionable link)
No invitation URL will be sent in the CC email in the case of NeSL and Automated eSign
Invitation re-sent (with/without the actionable link)
Share Signing / Review Link within CC’ed email
This toggle controls whether the actionable link for signing/review will be included in the emails sent to the CC.
Share document and Audit trail with CC
This toggle controls whether the Document and the Audit Trail will be shared with the CC.
Record CC details in Audit Trail
This toggle controls whether the notification triggers records for CC are recorded in the audit trail
The sender can configure what notifications will the CC receive from this menu
CC email notifications are not related to the Invitee email/phone notification settings.
Similar to the New document flow you can configure a CC in a workflow in the “Invite” page by following these steps:
Toggle on - Send copies of notifications (CC)
Add the required number of CC’s
Note: Since a workflow cannot be edited while sending a document it is recommended that a buffer should be taken to account for an increased requirement of the number of CC’s
A permanent CC can also be triggered by toggling on “Configure invitee”
Configure the CC options
Save the workflow
Similar to an Invitee details column a CC also gets 2 columns associated with it:
In terms of the Custom mapping of Workflow excel template fields, similar to an Invitee the CC name and CC Email fields can be mapped to a custom excel.
The CC Name and CC Email fields will appear as additional fields in the Custom Mapping configuration module.
In case a CC(s) is added to a document a separate section for the same is created on the Details page
The user can click on the “more” button to view the entire CC list
The user has an option to delete a CC at any point and effective immediately any further notifications will not be sent to that CC contact and the CC section will be removed.
The user (sender) can choose to edit a document either from:
The details page
The sent folder - The user can click on the Actions dropdown and click on the edit button
The user can edit the following configurations with respect to a CC:-
In the CC options besides the “Share Document & Audit Trail with CC” all other toggles are editable
A CC can view the documents they have been added to in the received folder of their Leegality dashboard
By default the received folder will show the “Received as Invitee/Sender” and the CC will have to change the view to “Received as CC” and all the documents where the user has been added as a CC will appear
The option to Sign/Reject/Review will not be visible in the CC view.
Similarly a CC can view all the completed documents they were part of in the Completed folder by changing to the “Received as CC” view.
Details page view from the CC dashboard
Note: In case the Share document and Audit Trail toggle was turned off while configured the CC - the document will not appear in the received as CC view of the received/completed folder of the CC’s Leegality dashboard.