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Document Signing, Transfer Ownership & External Users

· 3 min read
Copera Team
Copera Team
Product Team

Major launch of the Document Signing (DocSign) feature, Transfer Ownership across all resource types, and External Users support for boards, docs, and drive.

New Features​

Document Signing (DocSign)​

Introducing a complete document signing workflow directly within Copera (#2301, #2302, #2303):

  • Create and manage signable documents with a PDF field editor supporting drag-and-drop positioning for signature fields
  • Multi-signer support with individual tracking — assign multiple signers per document and track each signer's status
  • Signature canvas with both draw and type modes, featuring 12 cursive font styles with live preview
  • PDF generation — completed signatures are embedded into the final PDF using pdf-lib
  • Email notifications — automatic emails for signature requests, reminders, and completion notifications
  • Audit trail with activity timeline and signer status views for completed documents
  • File selector wizard — multi-step creation flow with Drive integration, file upload, and URL import tabs

Transfer Ownership​

Full ownership transfer support across all major resource types:

  • Boards — backend and frontend transfer ownership with socket event updates (#2294, #2295)
  • Drive — transfer drive content ownership with proper cache updates (#2296, #2297)
  • Docs — transfer document ownership from header and options menu (#2282, #2283)
  • Chat Channels — backend route and frontend UI for channel ownership transfer (#2271, #2272)
  • AI Prompt Library — transfer ownership with refactored workspace share members select (#2255)

External Users​

External users can now access and collaborate on key resources:

  • Boards — add external users as board participants and slice participants (#2263, #2275)
  • Docs — share documents with external users (#2253)
  • Drive — external users can access drive sections (#2249)
  • Disable role changes and detail dialogs for external users to maintain proper access boundaries (#2256, #2274)

Office Documents​

  • Open and create new Office documents (Word, Excel, PowerPoint) directly from the Drive page (#2298, #2284, #2281)
  • Initial setup of Office editor components for in-browser editing

Other Features​

  • Owner badge on shareable resources — visual indicator showing resource owners with a filled badge style (#2241)
  • Argon2 password hashing — upgraded from scrypt to argon2 with configurable parameters (128MB memory, 3 iterations). Existing passwords are automatically migrated on login (#2151)
  • Board fullscreen row dialog — toggle fullscreen state in the row detail dialog (#2289)
  • Enhanced board config dialog — redesigned UI with new layout, emoji picker, and backup functionality (#2286)
  • Date format in board filters — added inputFormat prop to RHFDatePicker for date formatting in filter forms (#2288)

Bug Fixes​

  • Board: fixed empty filters showing incorrect results (#2277), rows disappearing when filters applied (#2262), inverted link values (#2258), CSV import type errors (#2276), lookup member column values (#2280), rollup formula resolution (#2251), and formula type filters (#2266)
  • Chat: fixed infinite loading state when creating a new thread (#2293)
  • Virtual Office: fixed meeting status display and general updates (#2270), fixed camera/screen share auto-start when entering a room (#2292)
  • Notifications: fixed black screen when clicking on snackbar row notifications (#2243)
  • Docs: fixed cover image position when printing document content (#2257)
  • Board permissions: validate create table row permissions and filter boards on board cascader (#2264)

Improvements​

  • Board config menu refactored with ListItem components for improved layout (#2261)
  • Web app folder import rules added to Biome linter configuration (#2003)
  • Board member roles menu updated with cleaner UI (#2254)