> **Source:** https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/cc > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # CC Invitee A CC (Carbon Copy) Invitee is someone added to a document to stay updated on its progress. They receive notifications to ensure they are informed about the invitee and document's status. #### When to Use a CC Invitee CC invitees can be used in scenarios where individuals need to: - Receive notifications when invitations are sent to other invitees. - Stay informed about actions such as signing, approving, or rejecting by other invitees. - Be updated when the document is completed. - Be alerted about failure events like verification failure, expired invitations, or document deletions. ## Activate CC Invitee #### V3 Workflow 1. On the Invite page, toggle on **Send copies of notifications (CC)**. This will add a new section labeled **CC (Receive copies of notifications)**. 2. Enter the name and email address of the CC invitee. **Note:** CC invitees only support email contacts. 3. Click on the **CC options** to customize notifications and other settings for the CC invitee. - Select the types of email notifications the CC invitee will receive: - **Invitation notifications:** CC invitees are notified when: - Other invitees are invited to sign/review the document. - The sender re-sends the invitation. - Invitees receive document expiry reminders. - **Signing/Approval/Rejection Notifications:** Sent when other invitees sign, approve, or reject the document. - **Completion Notifications:** Sent when the document is fully signed or completed. - **Expiry/Failure/Deletion Notifications:** Sent if the document expires, fails, or is deleted. - **Share Signing / Review Link within CC’ed email:** Enable this option to include actionable links for signing/reviewing in CC emails. **Note:** No invitation URL is sent for NeSL and Automated eSign in CC emails. - **Share document and Audit trail with CC:** Enable this to send the completed document and audit trail to the CC invitee. - **Record CC details in Audit Trail:** Enable this to include all notifications sent to the CC invitee in the document’s audit trail. 4. Click **Save**. 5. (Optional) Click **+ Add CC** button to add more CC invitees. #### Workflow Creation 1. On the invite page, toggle on **Send copies of notifications (CC)**. This will add a new section labeled **CC (Receive copies of notifications)**. 2. Click **CC Options** and enable the required options. (**Note:** The workflow runner cannot modify this configuration.) - Select the types of email notifications the CC invitee will receive: - **Invitation notifications:** CC invitees are notified when: - Other invitees are invited to sign/review the document. - The sender re-sends the invitation. - Invitees receive document expiry reminders. - **Signing/Approval/Rejection Notifications:** Sent when other invitees sign, approve, or reject the document. - **Completion Notifications:** Sent when the document is fully signed or completed. - **Expiry/Failure/Deletion Notifications:** Sent if the document expires, fails, or is deleted. - **Share Signing / Review Link within CC’ed email:** Enable this option to include actionable links for signing/reviewing in CC emails. **Note:** No invitation URL is sent for NeSL and Automated eSign in CC emails. - **Share document and Audit trail with CC:** Enable this to send the completed document and audit trail to the CC invitee. - **Record CC details in Audit Trail:** Enable this to include all notifications sent to the CC invitee in the document’s audit trail. 3. Click the **+ Add CC** button to add the desired number of CC invitees. **Note:** The workflow runner cannot add more CC invitees, so it's recommended that the workflow creator adds extra CC invitees to accommodate any future requirements. Now, the workflow creator has two options: - Leave the **Name, Email Address and/or Phone Number** placeholders empty, allowing the workflow runner to enter these details when running the workflow. - Enable **Configure Invitee** and provide the Name and Email Address of the CC invitee. The workflow runner will not be able to modify these details. **Note:** If **Configure Invitee** is enabled, the workflow creator must provide at least one invitee's Name and Email/Phone Number. The workflow runner can add details for other invitees if not configured by the workflow creator. #### V4 Workflow 1. On the **Invite** stage, click the **+ Add CC** button at the bottom. 2. Enter the CC invitee's **Name** and **Email**. **Note:** For CC invitees, only email notifications are available. #### Workflow Creation 1. On the **Invite** stage, click the **+ Add CC** button at the bottom. 2. Enter the CC invitee's **Name** and **Email**. **Note:** For CC invitees, only email notifications are available. The workflow creator can also leave the **Name** and **Email** placeholders empty for the workflow runner to fill while running the workflow. **Note:** The workflow runner can add more CC invitees only if the workflow creator has enabled the visibility and editability of the **+ Add CC** button. See [Field Properties](https://knowledge.leegality.com/document-execution/workflows/v4/setup-configuration/field-properties). > **Info — Note** > > CC email notifications are not related to the Invitee Level email notification settings. > **Info — Note** > > The sender can *delete* a CC invitee at any point and effective immediately any further notifications will not be sent to that invitee.