How to add CC recipients to the bulk link?

In BoldSign, you have the option to add CC recipients while creating a bulk link. This feature proves valuable in scenarios where you need to keep additional individuals informed about document activities without requiring their direct input or actions. Follow the steps below to add CC recipients to the bulk link:

Adding CC to the bulk link

• To create a new bulk link, click Create New and select the Create New Bulk Link option, or choose New Bulk Link from My Bulk Links.

• 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.

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

• Then Add CC option appears next, click and enter one or more email addresses separated by commas.

• Click the Next button to move to the Configure fields page. Then, add the required form fields for each role by selecting the role name from the names drop-down.
• After adding the required form fields to the document, click Create Bulk Link.

• 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.