CC rules
Fine-grained rules let admins and senders choose who receives copies of signed documents and signer email confirmations, supporting per-template defaults and per-envelope overrides for consistent distribution.
Copying the undersigned's email supports recordkeeping required under ESIGN and UETA by preserving signer contact and transaction records; maintained audit trails and secure delivery help demonstrate intent and consent in U.S. jurisdictions.
Administrators manage global copy settings, retention policies, and compliance configurations. They set template-level defaults, assign roles, and review audit logs to ensure copying behavior aligns with organizational governance and legal requirements.
Standard users prepare envelopes and can enable copy undersigned email when permitted by templates or account rules. Their activity is recorded in audit trails and may be restricted by administrators for sensitive workflows.
Fine-grained rules let admins and senders choose who receives copies of signed documents and signer email confirmations, supporting per-template defaults and per-envelope overrides for consistent distribution.
Templates can auto-enable copying of the undersigned email and lock those settings to ensure compliance with organizational policies when sending recurring agreements.
Every copy event is logged with timestamp, IP address, and recipient email so teams can verify who received the copy and when for compliance or dispute resolution.
Rules can conditionally copy undersigned emails only after certain milestones or approvals, preventing premature distribution while preserving a complete audit trail.
Copies can be delivered via encrypted email notifications and stored using platform-level encryption to limit exposure and maintain data protection obligations.
Administrators can set automated retention schedules for copies and related audit records to meet internal governance and legal retention requirements.
Integrate with Google Docs to send documents directly from Drive, preserve the signer email when copying undersigned notifications, and sync signed copies back to a designated Drive folder for centralized recordkeeping.
Connect to CRM platforms so signed copies and signer contact information are attached to customer records automatically, keeping sales and account teams informed without manual file handling.
Automatically save signed documents and copies that include signer email details to Dropbox or other cloud repositories to maintain unified storage and simplify retrieval.
Template-level defaults let admins lock copy undersigned email settings to ensure repeatable behavior across recurring transactions and reduce user configuration errors.
| Setting Name | Configuration |
|---|---|
| Auto CC signed email | Enabled/Disabled |
| Reminder Frequency | 48 hours |
| Conditional copy rules | Based on approval status |
| Webhook delivery | POST to configured URL |
| Retention period | 365 days |
The copy undersigned email option is available in modern web browsers and native mobile apps, with minimal device requirements and consistent behavior across platforms.
For reliable delivery and audit capture, ensure devices use current browser versions or the latest mobile app release, maintain stable internet connectivity, and configure email clients to accept system-generated messages and avoid filtering automated notifications into junk.
A brokerage uses templated purchase agreements that capture and copy each buyer's email for closing records and escrow coordination
Resulting in faster reconciliations and a clear electronic record for audits and lender review.
An HR team deploys offer letters and onboarding forms with copy undersigned email enabled to automatically send signed copies to the new hire and HR mailbox
Leading to consistent onboarding documentation and auditable consent trails.
| Feature | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| Copy undersigned email availability | |||
| Audit trail includes signer email | |||
| Template-level copy controls | |||
| Paper-based equivalence | Not applicable | Not applicable | Not applicable |
Retain three years from execution date
Retain seven years per policy
Retain seven to ten years
Preserve until released
Daily encrypted backups
| Plan / Vendor | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | OneSpan Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level monthly | About $8 per user per month | About $10 per user per month | About $15 per user per month | Contact sales for pricing | Starts at about $19 per user per month |
| Free trial availability | Free trial available | Free trial available | Free trial available | Trial by request | Free trial available |
| API access | Available with API key | Available with developer account | Available | Available | Available with subscription |
| Enterprise offerings | Enterprise with SSO and admin controls | Enterprise and advanced plans | Enterprise and Acrobat enterprise options | Enterprise focus with custom pricing | Enterprise plans and teams |
| Compliance support | ESIGN, UETA, HIPAA-capable | ESIGN, UETA, HIPAA-capable | ESIGN, UETA, HIPAA-capable | ESIGN, UETA, eIDAS options | ESIGN, UETA support available |
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