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DocuSign Not Emailing Document To User that has Carbon Copy Selected in Signature (Doc ID 2647183.1)

Last updated on MARCH 09, 2020

Applies to:

PeopleSoft Enterprise SCM Supplier Contract Management - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

When selecting the Carbon Copy checkbox for a recipient, the document is not routed to that recipient.



The issue can be reproduced at will with the following steps:
1. Navigate to Document Management Installations page: Supplier Contracts – Supplier Contracts Setup – Installation Options
2. Click the Supplier Contract Management link.
3. Select DocuSign in the Signature Method field. Note: You might have to reset some document(s) to Draft status before changing the Signature Method if there are existing documents that are Pending Signature using the existing Word signature process.
4. Save.
5. Navigate to Document Management page: Supplier Contracts – Create Contracts and Documents – Document Management
6. Select Find an Existing Document.
7. Select Purchasing Contract in the Source Transaction field.
8. Click Search.
9. Select a document.
10. Click the Prepare and Route for e-Signature button.
11. Enter the signing details for the first row:
a. Email Address
b. Recipient Name
c. Carbon Copy checkbox
12. Enter the signing details for the second row:
a. Email Address
b. Recipient Name
c. Sign Order
13. Click the Send button.
14. Click the Get e-Signature Status button. The signing details display. The CC’d recipient is not included and never receives a copy of the document. The same is true for when the document is fully signed, the CC’d recipient never receives a copy.

Cause

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In this Document
Symptoms
Cause
Solution
References


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