How to BCC or CC email notifications

You can automatically CC or BCC addresses on the emails Workroom sends — for example, a bookkeeper on every invoice, or your own inbox on every PO.

Set it up

1. Go to Settings → Studio → Outbound email.

2. Scroll to Always copy ("Added to every outbound email of the matching type").

3. For each document type — Invoices, Estimates, Purchase orders and Everything else — enter addresses in the CC and/or BCC column.

4. Separate several addresses with a comma.

5. Click Save changes.

CC or BCC?

• CC — the recipient sees who else was copied.

• BCC — hidden from everyone else on the email. Use it to keep a quiet copy for your records.

Tips

• BCC your accounts inbox on invoices for a paper trail.

• Use Everything else for contracts, follow-ups and other studio emails.

• Replies always go to the From email in Sender identity — see Setting up email.