In CornerSpot, an envelope is one or more PDF documents sent to specific people for legally binding electronic signature. Creating one is the first step in every e-signature flow — and it takes just a few clicks from the E-Signatures page. This guide shows you how.
How to create a new envelope in CornerSpot
You start a new envelope from the E-Signatures list. Here’s the quickest path, start to finish.
1. Open the E-Signatures page
From the dashboard, select E-Sign in the left-hand menu. This opens your envelope list at /dashboard/esign/envelopes, with a New envelope button in the top-right corner.
2. Click “New envelope”
Select New envelope to open the New envelope side panel. It slides in from the right so you never lose your place in the list.
3. Enter a subject
Type a Subject — for example, “Master Services Agreement.” This is what recipients see in their invitation email, so make it clear and specific.
4. Upload your documents
Add at least one document by dragging a file onto the upload area or clicking browse. CornerSpot accepts PDF only, up to 50 MB each, and you can add more than one. Each file you add appears in the list, where you can remove any you didn’t mean to include.
5. Set the optional message and routing
Two optional settings round out the panel:
- Message to recipients: a short note included in the invitation emails.
- Send to recipients in order (sequential routing): turn this on to have people sign one after another instead of all at once. You can also change this later in the builder.
If you’ve saved templates, a Start from template picker also appears here — but for a brand-new envelope you can leave it blank.
6. Click “Create”
When everything looks right, click Create. CornerSpot creates the envelope, attaches your documents, and opens the envelope builder.
7. You land in the builder, in Draft
Your new envelope opens in the builder with a Draft status pill. From here you can add recipients, place signature and other fields on the document, adjust settings, and — when it’s ready — send it for signature. Everything stays editable while the envelope is in Draft.
What happens next
Creating the envelope is just the beginning. From the builder you’ll typically:
- Add recipients and assign each a role — Signer, Approver, Viewer, or CC.
- Place fields on the document — signature, initials, date, text, and checkbox — for each recipient to complete.
- Configure settings such as an expiration date, reminders, and an access code.
- Send for signature once there’s at least one document, one recipient, and one field for a signer.
Tips
- Use a clear, specific subject — it’s the first thing recipients read in their email.
- Combine related PDFs into a single envelope so signers complete everything in one session.
- For contracts you send often, build the envelope once and save it as a template to reuse later.