Sending Approved Emails to BCC Recipients

BCC recipients of emails do not display to other recipients. End users can use the BCC field on an Approved Email to add any recipients who should receive the email without displaying to standard recipients. Any valid email address can be a BCC recipient and does not need to correspond to an account in Vault CRM. This enables end users to send Approved Emails to BCC recipients not in Vault CRM and have those emails display to BCC recipients exactly as they would display to standard recipients. Approved Email end users may wish to receive the email exactly as it is sent to the primary recipients and so include themselves as a BCC recipient. Other customers may require end users include a dedicated compliance team as a BCC recipient for auditing purposes.

BCC recipients receive the same content as standard recipients, including:

  • Links to Vault documents
  • Links containing merge tokens

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users require an Approved Email license
  • Integration Users, Content Admin Users, End Users

Configuring BCC Recipients for

Using BCC Recipients as

Setting Default BCCs as

Considerations

This feature is not supported in Approved Emails sent through Events Management.