Option to copy other users in agreement template

Follow

Kinza Abbasi

• 19 February 2024 04:27

It would be great if in agreement templates we have option to Cc and Bcc other users. Agreements is never 1 person deal. It is most of the time between 1 organisation to other organisation. In most of the cases, signatory might be different but business owners or CEO/Directors may also want to stay in the loop of agreement. In case of agent agreement as well the case is similar. In most of the agreement template , it is needed. 

5

• 

  George Karagiannakis

  • 19 February 2025 09:09

  I work with a lot of RTOs that would like to be able to cc or bcc non-signatory recipients (such as overseas students' agents, case managers, jobs services, school representatives etc.) when sending out an agreement to a learner or be able to cc/bcc users other than the signatories to the completion notification email sent out once an agreement is signed. It doesn't look like this option is available at the moment. Lot of people will be excited if such a feature ever becomes available.

  1

  Comment actions Permalink

Please sign in to leave a comment.