📄️ DocSign Overview: Electronic Signatures in Drive
DocSign in Copera Drive: send documents for electronic signature and see at a glance who still has to sign, what is completed and what is still a draft.
📄️ Creating a Document
Upload a PDF, add signature fields, and assign signers step by step.
📄️ Signer Roles
Understand the four participant roles in a DocSign workflow.
📄️ Signing Workflow
How the signing process works from sending to completion.
📄️ Retention Policies
Configure how long signed documents are stored based on industry requirements.