CC individuals on signature packets and add a personal message

When sending your PDF or eSign request directly to your signatory, you have the ability to copy individuals on the packet. 

1. Turn on the Email directly to signatories toggle
2. Type the email address of the individual you'd like to copy into the "Additional recipients" field
3. Hit "Enter" on your keyboard
4. Repeat those steps to copy as many people as you'd like

If you want to add a personalized message, you can input the message in the "Individual message for signer" field on the left-hand side of your screen. 

Bulk CC individuals and messaging

If you have signature packets going out to multiple signatories, it can be time-consuming to duplicate your message for each signatory. SimplyAgree allows you to avoid that tedious task by adding cc'd parties and messages in bulk. 

1. Select the check box before the names of each signatory to whom you'd like to send a packet
2. Click the Group messaging section
3. Add the cc'd individuals and message for each of your signatories
4. The information you've added under the Messaging header will appear in the "Additional recipients" and "Individual message for signer" fields for each selected signatory
5. Once you've added a bulk message, you can still add a unique message to an individual's message field