Can I copy a party in to an envelope, without having them sign anything?
Sure – when uploading and sending a document, you now have the option to differentiate between parties you’d like to sign the envelope, and parties you’d like to just get a copy.
How to add a party as a copy-only:
Go through the usual Send Envelope process, until you get to the step where you add in the party’s info.
On the Party you’d like to be a copy-only, click the ‘Receives copy only’ slider bar, so that it turns green and they will now receive a copy once all parties have signed.
The copy-only party will also appear in the audit trail, so that all parties are aware that an additional party received a copy.
That is all there is to it!