How to add CC recipients to the bulk link?

In BoldSign, you can include CC recipients when creating a bulk link to keep them updated on document activities without needing their direct involvement. However, if a CC recipient initiates the bulk link, they will be automatically removed from the CC list for that particular document.

Adding CC to the bulk link

• Click on Create New and select the Create New Bulk Link option.

• You will be directed to the Prepare Bulk Link Document page. Enter the Title, Welcome message, and Acknowledgement message for the bulk link in the respective fields.
• Then, add files in the Add file(s) section.

• On the Initiator Role section, add the signer role.
• If additional recipients are needed, click the Add Recipient Role option and add the role of the additional signer in the Role field. Optionally, you can add the recipient’s name and email address for the additional signer.

• On the Add CC section, click and enter one or more email addresses separated by commas.

• Then click on the Next button to go to the Configure fields page.
• On the configure fields page, drag and drop the required form fields onto the document for each role by selecting the role name from the names drop-down.
• Once done, click the Create Bulk Link.button.

• The Bulk link will be successfully created, and the URL link and Embed code will be generated.
• Now, you can share the bulk link with the signers.

Signing the bulk link

• When the signer accesses the link, a dialog box will appear, requesting identification details.

• Once entered, a verification code will be sent to the initiator email ID to ensure that they have access to the specified email address.

• After entering the verification code, the initiator will be granted permission to sign the document.
• Once the signing process is completed, the additional recipients will receive a notification to review and sign the document and CC recipients will receive the notification to view the document.
• After all signers have signed the document, a copy of the final document will be sent to all the CC recipients.

Bulk link overview page

• Select My Bulk Links from the Bulk Links menu.
• Click on the bulk link. You can find CC recipients on the overview page.