Documents

Overview

Coperniq Documents provide a structured way to create, send, and complete documents within Coperniq. Documents are commonly used for agreements, commissioning forms, site sign-offs, and other customer or internal paperwork tied to a record.

Document Templates help standardize documents, prefill record data, manage recipients, and track progress from creation through completion.

What This Article Covers

This article explains:

• How to create and manage document templates

• How recipients and fields work (and how they can be adjusted)

• How properties are used for auto-filling record data

• How documents are created from records

• How recipients access and complete documents in the client portal

Creating a Document Template

To create a reusable document template:

1. Click the Company icon (top-left)

2. Go to Company Settings → Document Templates

3. Review existing templates, or click + Template to create a new one

   

When you click + Template, the Create Document Template dialog opens. From there, you can:

• Enter a Title

• Add Recipients

• Upload a PDF template that will be used for field placement and signing

  

Adding Recipients

Recipients define who will review, fill, or sign the document.

Common recipients include:

• Primary Client Contact (customer)

• Owner

• Sales Rep

• Project Manager

• Other internal or external stakeholders

  

Recipients can be adjusted later as needed, allowing you to update roles or participants before sending the document.

Recipients also determine:

• Which fields each person can interact with

• The order in which the document is sent (when applicable)

Uploading the PDF Template

Upload the PDF file that will serve as the document layout (for example: a solar agreement, inspection form, commissioning checklist, or completion sign-off).

Once uploaded, you can begin placing fields and properties onto the document.

Adding Fields to the Document

Fields are added by dragging and dropping them onto the PDF.

Common field types include:

• Text

• Signature

• Date

  

Fields are not required by default. You can choose which fields are required depending on the document and recipient.

After placing a field, you can configure it from the left side of the page by:

• Marking it as Required (if needed)

• Setting a Label

• Providing a Default value

• Assigning or changing the Recipient

• Adjusting its position on the document (for example, placing fields on the left or right side to match the form layout)

  

Using Properties for Auto-Fill

You can also drag and drop properties onto the document.

• If a property already exists on the record, it will be auto-filled

• If a property is not yet filled, it must be completed before sending the document to recipients

This ensures documents reflect accurate solar project and site data while reducing repetitive manual entry.

Saving the Template

Once recipients, fields, and properties are configured, click Save at the top left of the page. The document template is now ready to be reused across records.

Creating Documents from a Record

Documents without recipients (internal use)

Templates with no recipients can be added directly to a record for internal documentation:

1. Open the record

2. Go to Docs

3. Click + Document

   

4. Select the Template from the Select document template drop-down menu

5. Choose the folder under Upload to

6. Click Create

   

These documents are stored on the record without a send or signature workflow.

Documents with recipients (review and signature workflow)

Templates with recipients follow a send-and-complete workflow.

To add one:

1. Open the record

2. Click + Work

3. From the top drop-down menu, select Create a document

   

4. In the Create Document window:

   • Select the Template from the Template drop-down

   • Choose the phase under Add to Phase

5. Click Create

   

Once created:

• The document appears with its site and record context

• The recipient list is visible

• The document starts in Draft status

  

Sending Documents to Recipients

Only a Project Manager or Owner can send documents to recipients.

Before sending:

• Ensure properties are filled.

To send:

1. Click Send to recipients

2. The document is sent to the first recipient in the sequence

3. The recipient status updates to Sent

If the customer is one of the recipients and hasn’t already been invited to the Client Portal, clicking the link will grant them access so they can review, fill, and sign the document directly in the portal

Completing and Routing the Document

• Once a recipient completes their portion, their status changes to Completed

• The document can then be sent to the next recipient (if applicable)

• This continues until all recipients have completed their required steps