How to Add Multiple CC Recipients for Completed Forms?

I want to add 2 people as recipients to a jotsign form everytime it is filled out - how can I do that?

Hi Brian,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me show you how to add 2 people as recipients to a JotSign form so they receive the document every time it is filled out:

1. Open your Document in Sign Builder, and then click on Send in the green navigation bar at the top of the screen.
2. Under the Send to Sign tab, click on Send Document to Sign.
3. Under the Recipients tab, click on the Message icon on the right side of the Signer window to add recipients.
4. Add the email addresses of the 2 people you want to receive the document as recipients or CCs.
5. Write a message if needed, then click Send to Sign to finalize.

Give it a try and let us know if you need any help.

No. Not what I am asking.

Everytime a person signs the form that I send, I want 2 people to always automatically recieve the completed filled out and signed form directly and automatically from the system.

Hi Brian,

Thanks for clarifying your request. You can enable Jotform Sign automation to automatically send the completed, filled-out, and signed form to specific recipients every time a person signs the form.

Here’s how to set it up:

1. Ensure your form has a Signature field.
2. In Form Builder, go to Settings and then select Jotform Sign.
3. Toggle on Enable Jotform Sign Automation.
4. Select the email field from your form using the Select Email Field dropdown.
5. Select a PDF document created in PDF Editor using the Select a PDF Document dropdown. If you don’t have a PDF document, click +Create New PDF Document.
6. If you want to send an Audit Trail, toggle Send Audit Trail on.

This setup will automatically send the completed and signed form to the email addresses specified in your automation settings, including the two people you want to always receive the form.

Give it a try and let us know if you need any other help.

Do I have to remake my form or can I just edit an existing jotsign form - I do not see this selection in the existing forms settings

Hi Brian,

You do not have to remake your form. You can edit an existing JotSign form to enable the automation feature.

Here’s how to do it:

1. Go to the Jotform Sign templates page and click "Use Template" to access the Sign Builder.
2. Customize your template as needed by adding elements like text, images, and signatures.
3. Save your changes and exit the editor to return to the Sign Builder.
4. In Form Builder, click Settings and then select Jotform Sign.
5. Toggle Enable Jotform Sign Automation on.
6. Select the email field from your form using the Select Email Field dropdown.
7. Select a PDF document created in PDF Editor using the Select a PDF Document dropdown. If you don’t have a PDF document, click +Create New PDF Document.
8. If you want to send an Audit Trail, toggle Send Audit Trail on.

If you do not see this selection in your existing form's settings, please ensure your form has a Signature field added, as it is required for enabling the automation.

Give it a try and let us know if you need any other help.

It is a form I made not a template

Hi Brian,

One of our Support Team members will take it from here to follow up shortly.

Hi Brian,

Are you referring to this form? If so, it’s easy to send Notification Emails to multiple recipients. There are two ways to do it. I’ll show you both ways:

The first is to add a recipient to your Notification Email:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. Next, in the menu on the left side of the page, click on Emails.
3. Hover over the Notification Email and click on the Pencil icon to edit it.
4. Then, under the Recipients tab, just enter a new email address and click on the Save button.

If you do it this way, the recipients can see each other's email addresses. The second way is to add a new Notification Email:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. Then, in the menu on the left side of the page, click on Emails.
3. Click on Add a New Email, and choose the Notification.
4. Now, under the Recipients tab, delete the existing email address, and add a new email address, then click on the Save button.

With this method, recipients won’t see each other’s email addresses. Just keep in mind that Starter plan users can only have 1 Recipient Email, while Bronze, Silver, and Gold plan users can have up to 10 per Notification Email. We've also got related guides about How to Send Email Notifications to Multiple Recipients and Setting Up Email Notifications that you might want to check out.

Reach out again if you need any other help.

I am looking to add my accounting team to a "jotsign" form (not jotform) when it is filled out by a customer. I want it to automatically go to them. Thanks

Hi Brian,

Your sign PDFs are linked your form. You can build your own email automation that sends an email after the PDF fields are filled, you will need to set up a custom email notification in your form's settings.

It's easy to send Email Notifications based on the form submitters' answers. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings.

2. In the menu on the left side of the page, click on Conditions, and then select Change Email Recipient. (If you already have a condition set, first click on Add Condition, then select Change Email Recipient.)

3. Set up the conditions as you see below and click on Save.

The example above is based on the Single Choice element, but you can adjust the condition as needed. If you want to use different Notification or Autoresponder emails, you'll need to create separate versions for each. For more details, check out these guides on Setting Up Email Notifications and Autoresponder Emails. You can also check out our guide explaining How to Send Emails Based on a User's Answer.

This way, the email will be sent automatically to the email address you specify once the fields are filled.

Give it a try and let us know if you have any other questions.