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How to CC reference users in approval process

Updated over 3 weeks ago

Add reference users as CC to approval process to keep informed of requests and decisions.

  1. Create a document and start a process.

  2. Enter reviewer(s).

  3. Go to CC tab.

  4. Enter a user email address to CC.

  5. Click Start Process.

Note:

  • CC’d users will get a notification after the approval process is finished.

  • You can both use personal or group email in the CC'ed approval list.

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