---
sidebar_label: Role-based recipients & CC yourself
sidebar_position: 4
description: Address email templates by role instead of by person so they resolve to the right contact on every deal — and always CC yourself for a complete paper trail.
---

<!-- Canonical: https://help.docjacket.com/docs/power-tc/role-recipients -->
<!-- Source: docs/power-tc/role-recipients.md -->

# Role-based recipients & CC yourself

A template is only reusable if it knows *who* to send to without you retyping addresses every time. The trick: address by **role**, not by person.

## Address by role, not by email

When you build an email template, set the recipients as **roles** — Buyer, Seller, Listing Agent, Buying Agent, Escrow Officer, Title Company, Loan Officer, Wholesaler. On each deal, DocJacket resolves those roles to the actual contacts on that file.

So "Intro to Listing Agent" always goes to *this deal's* listing agent — no lookups, no copy-paste, no wrong-recipient mistakes.

Example wiring from real templates:

| Email | To (roles) | CC (roles) |
|---|---|---|
| DA to Title Company | Escrow Officer, Title Company, Title Processor | Buying Agent, **Transaction Coordinator** |
| Inspection Scheduled | Buyer | Buying Agent, **Transaction Coordinator** |
| Intro to Listing Agent | Listing Agent | Buying Agent, **Transaction Coordinator** |

## Always CC yourself

Notice the TC is CC'd on **every** template above. Do this on all of yours.

:::tip Why CC yourself on everything
Every message you send becomes part of a complete, searchable paper trail — in your own inbox and on the deal — with zero extra effort. When a question comes up weeks later ("did we ever send the DA?"), the answer is one search away. Professional CYA, automated.
:::

## Build sophisticated To/CC combinations

You can mix roles for the right etiquette on each message. Real examples:

- **To:** Seller · **CC:** Transaction Coordinator, Listing Agent
- **To:** Buyer · **CC:** Transaction Coordinator, Buying Agent
- **To:** Wholesaler · **CC:** Transaction Coordinator

This keeps the right people looped in without anyone being surprised to be on (or off) a thread.

## Set recipients on a template

1. Open the email template at **Templates > Email Templates**.
2. In the **To** and **CC** fields, add **roles** (not addresses).
3. Add **Transaction Coordinator** to CC on essentially everything.
4. Save. The template now resolves recipients automatically on every deal.

![Email template recipient rules with role-based To and Cc](/img/power-tc/role-recipients-fields.png)

## Next

→ [Task automations: draft-and-review](./automations.md)