E-Signatures

Add the people who receive an e-signature envelope in CornerSpot — search a CRM contact or type a name and email, choose a role (Signer, Approver, Viewer, or CC), and manage the recipient list.

Manage the PDFs inside a draft e-signature envelope in CornerSpot — upload more documents, reorder them by dragging the handle, read each file’s page count, and remove ones you don’t need.

Pre-populate envelope fields with data you already have — link a recipient to a CRM contact, then place an auto-filled “Recipient info” field that resolves at signing time.

Start a new e-signature envelope in CornerSpot — open the E-Signatures page, click New envelope, add a subject and a PDF, and click Create to land in the builder.

Delete e-signature envelopes you no longer need in CornerSpot — use a row’s Move to trash for a single envelope, or select several and bulk-delete. Deleted envelopes go to your team’s trash, where they can be restored.

Retrieve the finished document from a completed e-signature envelope in CornerSpot — open the envelope and click Download signed PDF to get the flattened document plus the certificate of completion.

Reuse an existing e-signature envelope in CornerSpot — open the row actions menu on the E-Signatures list and click Duplicate to create a fresh Draft copy of its documents, recipients, fields, and settings.

Configure an e-signature envelope’s delivery and security from the Settings panel in CornerSpot — set a message, an expiration date, automatic reminders, and an access code, then click Done.

Locate any e-signature envelope in CornerSpot — search by subject, recipient, or document, filter by status, and sort the list by clicking a column header.

Add the fields recipients fill in — drag Signature, Initials, Text, Date, and Checkbox fields onto a document in the CornerSpot envelope builder, then configure each one in the field inspector.

Nudge recipients who haven’t signed yet — turn on automatic reminders with a cadence in the envelope’s Settings panel, and resend a fresh signing link to anyone who lost the original.

Send a finished draft for signature in CornerSpot — click Send for signature, review the confirmation of recipients and roles, and click Send envelope to move it to Sent and email signing links.

Control whether your envelope’s recipients sign all at once or one after another — turn on sequential routing and drag recipients to set who signs first.

Monitor a sent e-signature envelope in CornerSpot — read its status pill, review the chronological audit timeline, and track per-recipient progress from the envelope list.

Cancel an envelope that’s already out for signature — from the envelope list, open the row menu, click Void, enter a reason, and confirm to move it to the terminal Voided status.

Have CornerSpot record the signing date automatically — place a Date field, turn on Auto-stamp current date, and pick a display format so the date fills in at signing.

Connect an e-signature contract to a CRM deal in CornerSpot — turn on the deal’s e-signature toggle, pick a template, map the deal’s contacts to its roles, and click Create to link a draft envelope.

Arm an Auto-send stage on a CornerSpot deal so its e-signature contract sends itself when the deal advances — with a manager confirmation before it goes out.

Wire a deal’s pipeline stage to its e-signature contract outcome — set a success stage for when everyone signs and a failure stage for declined, voided, or expired contracts, and the deal moves itself.

Manage the e-signature contract attached to a CRM deal in CornerSpot — read its status, click Review to open the envelope in a new tab, and delete a draft to unlink it from the deal.

Use the CornerSpot Automations builder to react to e-sign events — pick a trigger like Envelope completed, then add actions such as Remind recipients, Void envelope, or a webhook.

Understand the decline path — how a recipient chooses Decline to sign and enters a reason, and what follows: the envelope moves to Declined, you’re notified with the reason, and no one else can sign.

See the recipient signing experience in CornerSpot — review and consent, complete the required fields, adopt a signature by typing, drawing, or uploading, then finish to get a signed copy.

Require an access code (OTP) on a CornerSpot envelope, and see what recipients do — request a one-time code by email, enter it, and click Verify and continue to unlock the document.

A tour of the signer side: what recipients see after clicking the email link — the branded review & consent page, the guided document view, and the completion page with a signed copy.

A quick tour of the CornerSpot E-Signatures area — envelopes and templates, the New envelope and Templates buttons, envelope statuses, and the dashboard widget for documents awaiting signature.

Add the Documents Pending Signature widget to your CornerSpot dashboard to keep an eye on every envelope still out for signature — the subject, the recipient, and when it was sent.

Learn the vocabulary behind CornerSpot e-signatures — what an envelope is, recipient roles (Signer, Approver, Viewer, CC), parallel vs. sequential routing, the field types you can place, and the envelope lifecycle statuses.

Work with saved e-signature templates in CornerSpot — open the Templates page, search by name, filter by tag, and read the Name, Tags, Documents, Recipients, and Updated columns.

Turn a contract you send often into a reusable template in CornerSpot — open an envelope in the builder, click Template, name it, and click Save template.

Start a new e-signature envelope from a saved template in CornerSpot — pick a template, map each role to a person in the Assign template recipients wizard, and click Create to land in the builder.