Bonterms Help Center

CC'ing Recipients

The Bonterms Platform allows you to add one or more CC'd Recipients to a Deal that is sent out through the Platform.

CC'd Recipients are assigned a Viewer role on the Deal and cannot act on the proposals, but they can view the status of the Deal and receive notifications when it progresses through the Platform.

 

To add a CC Viewer to a deal, follow the below steps:

1. After Clicking "New Deal" on the Platform, enter in the Counterparty Information in the Modal.

2. Click the '+' icon next to CC.

3. Enter in the email(s) of the people you would like to be a CC'd Viewer from your Counterparty.

 

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