{"id":124749,"date":"2026-09-06T23:45:42","date_gmt":"2026-09-06T23:45:42","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-automatically-add-a-bcc-with-safeguard-send\/"},"modified":"2026-09-06T23:45:42","modified_gmt":"2026-09-06T23:45:42","slug":"how-to-automatically-add-a-bcc-with-safeguard-send","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-automatically-add-a-bcc-with-safeguard-send\/","title":{"rendered":"How to Automatically Add a BCC with Safeguard Send"},"content":{"rendered":"<p>Safeguard Send for Microsoft 365 can automatically add a BCC (or CC) recipient when an outgoing message matches a rule. The same rule runs in classic Outlook, new Outlook, and Outlook on the web, so you do not have to teach users to show the BCC field on every compose window.<\/p>\n<p>This is an SS365 action. It is not available in Safeguard Send Core. If you are on Core and need auto-BCC, upgrade to <a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/product\/safeguard-send-for-office-365\/\">Safeguard Send for Microsoft 365<\/a>. See the <a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/safeguard-send-version-differences\/\">version comparison<\/a>.<\/p>\n<h2>When to use an automatic BCC<\/h2>\n<p>Common setups:<\/p>\n<ul>\n<li>BCC a compliance or records mailbox on every <strong>external<\/strong> email<\/li>\n<li>BCC a supervisor or CRM address when the subject or body contains certain keywords<\/li>\n<li>BCC a shared mailbox when sending to specific domains<\/li>\n<li>BCC on <strong>every send<\/strong> if you want a default copy of all outgoing mail<\/li>\n<\/ul>\n<p>Use more than one rule if the BCC address or the condition should change. For example, one rule for client domains and a different rule for everyone else. Team-specific rules can also be assigned with <a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/new-tailor-safeguard-send-rules-by-team-with-groups\/\">Groups<\/a>.<\/p>\n<h2>How to enable it<\/h2>\n<ol>\n<li>Sign in to the <a href=\"https:\/\/dashboard.sperrysoftware365.com\/\">Safeguard Send dashboard<\/a>.<\/li>\n<li>Open the rule set for your company domain, then open the rule you want to change (or create a new rule). See <a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/creating-or-editing-a-rule\/\">Creating or Editing a Rule<\/a> if you need the full field reference.<\/li>\n<li>Set the <strong>Conditions<\/strong> \u2014 for example, <strong>Prompt When Sending Outside the Company<\/strong>, sending to specific recipients, matching keywords, or every send.<\/li>\n<li>Scroll to the <strong>Actions<\/strong> area below Conditions. Enable <strong>Add a CC\/BCC<\/strong>.<\/li>\n<li>Set <strong>CC\/BCC Type<\/strong> to BCC (or CC), then enter the address in <strong>CC\/BCC<\/strong>.<\/li>\n<li>Optionally keep <strong>Display a Prompt<\/strong> enabled if users should also confirm before send. You can add a BCC with a prompt, or add it without one.<\/li>\n<li>Click <strong>Save<\/strong>. Anyone using the add-in will pick up the change on the next send.<\/li>\n<\/ol>\n<p>Note: even when the extra recipient is a BCC, the address is visible to the sender in Sent Items.<\/p>\n<p>If you want to test the rule on yourself before rolling it out to the tenant, follow <a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-test-your-rule-changes\/\">How to Test Your Rule Changes<\/a> first.<\/p>\n<h2>Classic Outlook, new Outlook, and Outlook on the web<\/h2>\n<p>Because SS365 is a Microsoft 365 add-in installed in the tenant, the BCC action is not limited to classic Windows Outlook. Users on new Outlook and Outlook on the web get the same behavior without a COM add-in.<\/p>\n<p>If a user still cannot see the BCC field in the compose window, that is expected \u2014 Outlook hides it by default. They do not need to show it for SS365 to add the BCC.<\/p>\n<h2>See Also<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/learn-quick-start\/\">Quick Start<\/a><\/li>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/creating-or-editing-a-rule\/\">Creating or Editing a Rule<\/a><\/li>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-test-your-rule-changes\/\">How to Test Your Rule Changes<\/a><\/li>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-add-rules-for-another-company-domain\/\">How to Add Rules for Another Company Domain<\/a><\/li>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/new-tailor-safeguard-send-rules-by-team-with-groups\/\">New: Tailor Safeguard Send Rules by Team with Groups<\/a><\/li>\n<li><a href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/how-to-add-a-bcc-to-outlook\/\">How to Add a BCC in Outlook (Automatic &amp; Manual)<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Automatically add a BCC or CC with Safeguard Send for Microsoft 365 when a rule matches, in classic Outlook, new Outlook, and Outlook on the web.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":104331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-124749","page","type-page","status-publish"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\r\n<title>How to Automatically Add a BCC with Safeguard Send - Sperry Software<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-automatically-add-a-bcc-with-safeguard-send\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"How to Automatically Add a BCC with Safeguard Send\" \/>\r\n<meta property=\"og:description\" content=\"Automatically add a BCC or CC with Safeguard Send for Microsoft 365 when a rule matches, in classic Outlook, new Outlook, and Outlook on the web.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/how-to-automatically-add-a-bcc-with-safeguard-send\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Sperry Software\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/facebook.com\/SperrySoftware\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:site\" content=\"@sperrysoftware\" \/>\r\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/how-to-automatically-add-a-bcc-with-safeguard-send\\\/\",\"url\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/how-to-automatically-add-a-bcc-with-safeguard-send\\\/\",\"name\":\"How to Automatically Add a BCC with Safeguard Send - Sperry Software\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/#website\"},\"datePublished\":\"2026-09-06T23:45:42+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/how-to-automatically-add-a-bcc-with-safeguard-send\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/how-to-automatically-add-a-bcc-with-safeguard-send\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/how-to-automatically-add-a-bcc-with-safeguard-send\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Learn To Protect Outgoing Email\",\"item\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/learn-overview\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to Automatically Add a BCC with Safeguard Send\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/#website\",\"url\":\"https:\\\/\\\/www.sperrysoftware.com\\\/Email-Tools\\\/\",\"name\":\"Sperry Software\",\"description\":\"Sperry Software builds powerful Outlook add-ins for Microsoft 365 and desktop Outlook. 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