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Select Representatives To Copy When Sending Sheet

Platform: Both (Web App and Mobile App)
User Type: Standard User, Billing, Admin + Billing, Ord Admin 
Difficulty: Beginner
Estimated Time: 3 minutes
Last Updated: October 2026

Quick Summary

When you send a daywork sheet for signature, you can now copy in one or more people as well as your approver. Use the Copy to field in the Web App or the Mobile App. The approver is still the only person who can approve or reject the sheet. People you copy in get a copy when the sheet is sent and another copy once it's approved, so everyone stays in the loop.

What You'll Learn

  • How to copy people in when creating a sheet
  • What Cc recipients receive and what they can do

Before You Start

You'll Need:

  • A daywork sheet in progress in the Web App or Mobile App
  • Client Reps set up for the client you're sending to 

⚠️ Watch Out: Billing features are only available via the web application and require appropriate user permissions

Step-by-Step Instructions

Step 1: Choose Your Approver and Cc Recipients

Web App:

  1. Create your daywork sheet and continue to the Client Rep step
  2. Under Client Representative, select the client rep who will approve the sheet. This is your "To" recipient.
  3. In the Copy to field, select one or more people to receive a copy 
  4. Choose your approval/signing method: In-Person or Email
  5. Click Next

Mobile App:

  1. Create your daywork sheet and continue to the Client Rep Signature step
  2. Under Client Representative, select the client rep who will approve the sheet. This is your "To" recipient.
  3. In the Copy to field, select one or more people to receive a copy [Needs confirmation: Mobile App field label ("Copy to" or "Cc") and where it sits on this step]
  4. Choose your approval/signing method: In-Person or Email 
  5. Tap Create Sheet

Step 2: Review and Send

  1. Review your sheet on the preview screen
  2. Click or tap Send

What Cc Recipients Receive:

  • When the sheet is sent: a copy of the sheet
  • When the sheet is approved: a further copy of the approved sheet
  • No approval rights: Cc recipients can view the sheet but can't approve or reject it

💡 Pro Tip: Your approver can't also be a Cc recipient. They won't appear in the Copy to list. If you change the approver after choosing Cc recipients, the new approver is removed from the Copy to list automatically.

 

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