Which function is essential for maintaining document access during envelope transfers?

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The essential function for maintaining document access during envelope transfers is adding the original owner in CC. This action ensures that the original owner of the envelope or document continues to receive updates and retains visibility over the document's status while it is being transferred to another recipient. By including the original owner in the CC line, they are kept informed about actions taken on the envelope, thereby upholding accountability and communication throughout the transfer process.

This method is crucial in scenarios where the continuity of access and visibility is necessary, allowing for smooth transitions between different handlers of the document. It helps in preventing any potential confusion or loss of context during the envelope transfer process as all parties involved can stay updated.

In contrast, re-assigning document control would change ownership or management of the envelope, potentially leading to access issues if not managed carefully. Creating a notification alert might provide updates but does not guarantee that the original owner is kept in the loop about all activities on the envelope. Locking the document for editing would restrict access, which would counter the goal of maintaining visibility and access during the transfer.

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