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Creating a Document

DocSign uses a guided wizard to walk you through the entire document creation process. The wizard has four steps: select a document, enter signature details, add participants, and review.

Step 1 --- Select Document​

Start by choosing the file you want to send for signing:

  • Upload from your computer --- Drag and drop a PDF file or click to browse your file system.
  • Select from Drive --- Pick an existing file from your Copera Drive. You can browse folders or search by name.

DocSign accepts PDF files directly. If you select a DOCX file, it is automatically converted to PDF before the field editor opens.

Step 2 --- Signature Details​

Give your document a title and an optional message. The title helps you identify the document in your dashboard, and the message is included in the email notification sent to each signer.

You can also mark a document as a Demo if you are testing the workflow. Demo documents use a shorter retention period and are clearly labeled in the dashboard.

Step 3 --- Add Participants​

Add the people who need to interact with the document. For each participant, provide:

  • Name --- The person's full name as it should appear in the signing record.
  • Email --- The email address where the signing invitation will be sent.
  • Role --- Choose from Signer, Approver, Observer, or CC. See Signer Roles for a detailed explanation of each role.

You can add as many participants as you need. Reorder them to set the signing order, or remove participants you no longer need.

Step 4 --- Review and Create​

Review the document title, message, participants, and their roles. When everything looks correct, click Create to finalize the document. The document enters Draft status.

Adding Fields to the Document​

After creation, you are taken to the field editor where you can place interactive fields on the PDF pages:

Available Field Types​

Field TypeDescription
SignatureA full signature field. The signer draws or types their signature here.
InitialsA smaller field for the signer's initials.
DateA date field that is automatically filled with the signing date.
TextA free-form text field for the signer to type custom information such as a name, address, or title.

Placing Fields​

  1. Select a field type from the toolbar on the left.
  2. Click on the PDF page where you want to place the field.
  3. Drag the field to reposition it, or resize it by pulling its edges.
  4. Assign the field to a specific signer using the signer selector. Each signer is represented by a distinct color so you can easily see which fields belong to whom.

You can add as many fields as needed across any page of the document. Fields can be removed by selecting them and pressing delete.

Assigning Fields to Signers​

Every field must be assigned to a signer. When a signer receives the document, they will only see and interact with the fields assigned to them. This keeps the experience focused and prevents confusion when multiple signers are involved.

Sending the Document​

Once you have placed all necessary fields and assigned them to signers, click Send to dispatch the document. Each participant receives an email with a unique link. The document moves from Draft to Sent status. You can optionally set an expiration period (in days) after which the signing link will no longer be valid.

Next Steps​