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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 --- Monitor the status of every document from the DocSign dashboard. See who has viewed, signed, or is still pending at a glance.
  • 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 Collaborate section of the left sidebar. Click DocSign to open the dashboard where you can create new documents, view drafts, and track sent documents.

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​