Automatically send email notifications to contacts for specific transactions to streamline your process and ensure your team is on the same page.
Who can do this
Any user in your organization with an owner, admin, team member, and sender role can perform the action below.
Anyone with an email address can be added as a CC contact.
What to expect
Anyone who is added as a CC contact receives a notification when:
- The transaction is sent.
- The meeting is a complete.
When the meeting is complete, the CC contact receives a code to view the completed documents.
Add a CC contact
Add desired CC contacts when you create your transaction.
- Click + Add CC contact.
- Type the contact's email address.
- Click + Add additional CC contact to add more contacts, if desired.