Every e-signature envelope is built around its documents — the PDFs your recipients will read and sign. Inside the envelope builder, the right-hand Documents section is where you add more files, put them in the right order, and remove anything you don’t need. This guide shows you how to manage the documents in a draft envelope.
How to add and arrange documents in an envelope
You manage documents from the envelope builder at /dashboard/esign/envelopes/{id}. Open a draft envelope and look to the right rail — everything below covers that Documents section.
Documents can only be changed while the envelope is in Draft. Once an envelope is sent, the files are locked and the editing controls disappear.
1. Open a draft envelope
From the E-Signatures list, open the envelope you want to work on. As long as it’s still in Draft — shown by the status pill in the right rail — its documents are fully editable.
2. Find the Documents section
In the right rail, the Documents section lists every PDF in the envelope. Each row shows the file’s name and its page count, and a number beside the heading tells you how many documents the envelope contains.
3. Upload another document
To add a file, use the upload area at the bottom of the Documents section — drag a PDF onto it or click to browse. CornerSpot accepts PDF only, up to 50 MB each, and an envelope can hold several documents.
The new document appears in the list right away, with its own page count.
4. Reorder documents by dragging
When an envelope has two or more documents, a drag handle appears on the left of each row. Drag a row up or down to set the order recipients will see them in.
5. Remove a document
To take a document out of the envelope, click the trash icon on its row. The file is removed immediately and the page counts and ordering update for what’s left.
Good to know
- Draft only. Adding, reordering, and removing documents is available only while the envelope is in Draft — sent envelopes are locked.
- PDF, up to 50 MB each. Other file types are rejected; convert them to PDF first.
- Page counts are shown per file so you can confirm you uploaded the complete document.
- The center pane is where you’ll place fields once at least one PDF is attached — so get your documents in order first, then add recipients and fields.