An envelope isn’t much use until you’ve added the people who need to act on it. In CornerSpot you do that from the Recipients section of the envelope builder, where you add each person, link them to a CRM contact if you have one, and choose what role they play — Signer, Approver, Viewer, or CC. This guide shows you how.
Recipients can only be added while the envelope is in Draft. Open a draft envelope to reach the builder, then follow the steps below.
How to add recipients and assign roles in CornerSpot
1. Open the Recipients section in the builder
From a draft envelope, look in the left rail of the envelope builder for the Recipients section. This is where everyone who receives the envelope is listed, and where you add new people.
2. Open the Add recipient panel
On a new envelope with no recipients yet, the Add recipient panel opens automatically (it reads “Add the first recipient”), so you can start typing right away. If you’ve closed it, click Add to reopen it.
3. Search a CRM contact — or type a name and email
You have two ways to identify a recipient:
- Search contacts: start typing a name or email in Search by name or email… and pick a matching CRM contact. CornerSpot fills in their name and email for you.
- Type by hand: if the person isn’t in your CRM, just enter their Name and Email directly.
Why linking a contact matters: when a recipient is linked to a CRM contact, you can place auto-filled fields — like their name, email, phone, title, or company — that CornerSpot completes from the contact record at signing time, so the signer doesn’t have to retype information you already have.
4. Choose a role
Pick the recipient’s Role, then click Add recipient. The available roles are:
- Signer — completes and signs the fields assigned to them.
- Approver — approves the document without necessarily signing fields.
- Viewer — can open and read the document but isn’t asked to sign.
- CC (notify only) — receives a copy and notifications, with nothing to complete.
5. Add more recipients
Repeat Add for everyone who needs the envelope. You can mix linked CRM contacts and people you type in by hand — here we add a second recipient manually and set them as a Viewer.
6. Edit, reorder, or remove recipients
Each recipient appears as a row in the list. From there you can:
- Change a role at any time using the role selector on the row.
- Remove someone with the trash icon if you added them by mistake.
- Reorder recipients by dragging the handle (this sets the signing order when sequential routing is on).
7. Choose who new fields belong to
Above the field palette, the Assign new fields to selector controls which recipient the next field you place on the document will belong to. Set it to the right person before dragging a signature, date, or other field onto the page, so each field is tied to whoever needs to complete it.
Tips
- Link to CRM contacts whenever you can — it unlocks auto-filled fields and keeps recipient details accurate.
- Use Viewer or CC for people who need visibility but don’t have to sign.
- If recipients must sign in a set order, turn on sequential routing and drag the rows into order — each person gets their link only after the previous one finishes.
- Set Assign new fields to the correct recipient before placing fields, so every field lands on the right person.