Enable CC/Observer Tracking

Published on March 23, 2026 DRTE

Learn how to keep legal, finance, and executive teams in the loop without adding them as signers. We walk you through:

• Adding Observers to an E-Signature Request via the Related List.
• Automating the dispatch of secure, read-only observer links.
• Real-time tracking of "Viewed" status within Salesforce.
• Providing stakeholders with access to the final executed document.

Knowledge Article Number: KA-00223