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Sending a copy to someone who was never a recipient
Email a link to a finished document, see who has opened it, and take the link back.
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Once a document is signed, you can email a copy of it to somebody who was never one of the recipients: a colleague who needs it on file, a client's accountant, anyone who should have it but never had to sign it. They get a link, not an attachment, and you can see whether they have opened it and take the link back at any time.
Where to find it
Send a copy appears on an envelope's own page once every signer has finished, beside Resend with previous answers. Open Envelopes, open the completed one, and press it.
It also appears if you have just signed your own document and were signed in when you did. On the confirmation page, under the download button, press Email a copy to someone. This is for the case where you are standing in front of the finished document with nothing left to do but send it on. It only appears for a signed-in viewer looking at their own company's envelope, so an ordinary recipient never sees it.
Sending one
Type the recipient's email address. They do not need a CecurSign account and nothing is asked of them; they only ever open a page and, if they choose, download the file.
Underneath, you can add a short note, shown in the email as a line under your name. It is not the email itself, so keep it brief, and any web address you type into it is removed before sending: the email carries one link, ours, and a second one inside your words would look identical to the reader. The note is optional and can be left blank.
Press Send copy. Send it again to reach a second person: each address gets its own link, so you can send to as many people as you need to and withdraw any one of them without touching the others.
What the recipient gets
An email with a link. Opening it shows the document's name, who sent it and their company, before offering a download, so the reader knows what they are looking at before anything downloads onto their machine.
The link works for 30 days from when it is sent. After that it stops working on its own. It also stops working immediately if the envelope is later voided, because a link is not meant to outlive the document it points at.
The record on the envelope
The envelope's page lists every copy you have sent, each one showing who it went to, when, and whether it has been opened. A link that has not been opened yet is marked as such, so you know at a glance whether it has been seen.
Press Withdraw link beside any entry to close it. Whoever holds that link can no longer open the document through it, effective immediately. Anything they already downloaded is theirs and this does not change the document itself. A withdrawn or expired link stays in the list rather than disappearing, so you always have the whole answer to "who did you send this to".
What it is not
The person you send a copy to is not added to the envelope. They are never asked to sign anything, approve anything or take any action beyond opening a link, and nothing about their visit changes the document.
Sending, opening and withdrawing a copy is each recorded in the audit trail, so there is a permanent record that it happened. It is recorded as what it is, though: forwarding a finished document onward, not a step in getting it signed. It does not appear among the signing steps or on the certificate of completion, and the list on the envelope's page, described above, is where you would actually go to see who a copy went to.