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Documents Overview

Documents in Copera are rich text pages organized in a hierarchical tree structure, much like a wiki. They give your team a central place to capture knowledge, write proposals, document processes, and share information --- all in real time with multiple editors working simultaneously.

What Are Documents?​

Each document is a full-featured rich text page powered by a Tiptap-based editor. Documents live inside the Collaborate section of your workspace and are organized in a collapsible tree that supports unlimited nesting. You can think of the document tree as a folder structure where every node is both a container for child documents and a content page in its own right.

Key Features​

  • Real-time collaboration --- Multiple people can edit the same document at the same time. Cursors and selections from other users are visible in real time so you always know who is working where. Learn more in Real-Time Collaboration.

  • Hierarchical tree navigation --- Organize documents in a drag-and-drop tree with parent/child relationships. Collapse and expand branches to keep your sidebar tidy. Learn more in Document Navigation.

  • Rich editor --- Format text with headings, lists, tables, code blocks, blockquotes, and much more. The editor supports slash commands for quick insertion of any block type. Learn more in the Editor section.

  • Mentions --- Reference team members, other documents, channels, and board rows directly inside your content. Mentioned users receive a notification. Learn more in Mentions.

  • Embeds and media --- Insert images, Mermaid diagrams, and embed content from dozens of third-party services like YouTube, Figma, Miro, and Google Docs. Learn more in Embeds & Media.

  • AI assistant --- Ask AI questions about your document content, generate or improve text, and get summaries without leaving the editor. Learn more in AI in Documents.

  • Templates --- Start from a system template or save any document as a reusable custom template. Learn more in Templates.

  • Sharing and permissions --- Control exactly who can view, edit, or administer each document. Publish documents publicly with a shareable link and optional SEO indexing. Learn more in Sharing & Permissions.

  • Contact forms --- Embed a contact form in public documents to capture leads or inquiries from visitors. Learn more in Contact Forms.

Where Documents Appear​

Documents live in the Collaborate > Documents section of the left sidebar. They are organized into sections such as My Docs, Team Workspace Docs, Shared With Me, and Starred so you can quickly find the documents that matter most.

Next Steps​