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DocSign Overview

DocSign is Copera's built-in electronic signature feature that lets you send documents for signing without leaving the platform. Upload a PDF, place signature fields, assign signers, and track progress --- all from a single interface.

Beta

DocSign is currently in beta. The feature is fully functional, and we are actively improving the experience based on user feedback. You may encounter minor interface changes as we iterate.

What Can You Do with DocSign?​

  • Upload a PDF document --- Start by uploading any PDF file from your computer or selecting one from your Copera Drive. DOCX files are automatically converted to PDF for you.
  • Add signature fields --- Drag and drop field types onto the document: signature, initials, date, and text fields. Position them exactly where you need each signer to fill in information.
  • Assign signers --- Add participants by name and email address. Assign each person a role --- Signer, Approver, Observer, or CC --- so everyone knows what is expected of them.
  • Send for signature --- When your document is ready, send it out. Each signer receives an email with a unique, secure link to review and sign the document.
  • Track progress --- See from the DocSign dashboard who still has to sign each document, and who has already viewed or signed it.
  • Download completed documents --- Once all parties have signed, download the finalized PDF with all signatures embedded.

Document Lifecycle​

Every DocSign document moves through a clear lifecycle:

  1. Draft --- You are still preparing the document. Add fields, assign signers, and configure options.
  2. Sent --- The document has been dispatched to signers. Email notifications are delivered.
  3. In Progress --- At least one signer has completed their portion, but others are still pending.
  4. Completed --- All signers have fulfilled their role. The final document is available for download.

Where to Find DocSign​

DocSign lives in the Drive area: click Drive in the top bar, then DocSign in the Drive menu. The DocSign dashboard opens, where you can send new documents, continue drafts, and track everything you sent or received.

You can also start a signature request without opening DocSign:

  • From the New menu in Drive — Click New, then Send for signature.
  • From an open document, spreadsheet or presentation — Click the arrow next to Share in the file header and choose Send for signature. DocSign opens with a PDF of the file, ready for fields and signers.

The DocSign Dashboard​

The dashboard is organized around one question: who still has to sign? Four counters at the top filter the envelopes below them:

CounterWhat it shows
Needs your signatureDocuments waiting for you to sign. This counter is highlighted so you never miss your turn.
Waiting for othersDocuments you sent that other people still have to sign.
CompletedDocuments everyone has signed.
DraftsDocuments you started but have not sent yet.

Click a counter to show its envelopes. Each envelope card shows:

  • The file and its name.
  • Who sent it, when, and when it expires.
  • Each signer and their state: signed, your turn, viewed, not opened or not sent.
  • A progress bar such as 1 of 2 signed.
  • One main action for that envelope: Sign now when it is your turn, Send reminder while you wait for others, Download when it is completed, or Continue for a draft.
tip

Any document, spreadsheet or presentation can also be sent from its Share menu inside the editor, so you can send a contract for signature right where you wrote it.

Retention Categories​

When creating a document, you can choose a retention category --- Demo, General, Healthcare (HIPAA), or Financial (IRS) --- to control how long completed documents are stored. Learn more in Retention Policies.

Next Steps​