In this brief video, you'll learn how to add yourself or any other person as a non-signing review or recipient to a document. With these steps, be sure you or the individual setup as a CC completes the Review and Sign button that is emailed or texted. Simply open the email, click Review and Sign, review the document and click the Submit Document button so the bundle will be completed and final documents will then be distributed to all parties. Thanks!
How to Add a CC or Reviewer Recipient to a Bundle
CC or copy any person to a bundle for notification and review
Written by Justin Chung
Updated over a week ago
Updated over a week ago