When you need to send paperwork that's nearly identical to an envelope you've sent before, you don't have to rebuild it. In CornerSpot, you can duplicate an existing envelope to create a fresh draft that clones its documents, recipients, fields, and settings — then make a few tweaks and send. This guide shows you how.
How to duplicate an envelope in CornerSpot
You duplicate an envelope straight from the E-Signatures list, using the row's actions menu.
1. Open the E-Signatures page
From the dashboard, select E-Sign in the left-hand menu to open your envelope list at /dashboard/esign/envelopes. Find the envelope you'd like to reuse — searching by subject, recipient, or document name makes it quick to locate.
2. Open the row's actions menu
At the end of the envelope's row, click the three-dot button (its label is “Row actions”) to open the menu of actions for that envelope.
3. Click “Duplicate”
Select Duplicate from the menu. CornerSpot makes a deep copy of the envelope — its documents, recipients, fields, and settings are all carried over into a brand-new draft.
4. You land in the builder, in Draft
The copy opens in the envelope builder with a Draft status pill, ready for you to adjust before sending. Everything stays editable while the envelope is in Draft, so you can swap a document, change a recipient, or move a field.
What carries over — and what doesn't
A duplicate is a true copy of the original's structure, but it starts life as a brand-new, unsent draft:
- Carried over: the documents, the recipients and their roles, every placed field, and the envelope's settings (message, routing, reminders, access code).
- Reset: the new envelope starts in Draft — it has never been sent, so there's no recipient progress and no signing history.
- Not carried over: any link to a CRM deal. The copy is a standalone draft until you choose to attach it.
Duplicate vs. save as a template
Duplicating is the quickest way to send the same paperwork one more time — keep the recipients, change a date, send. If you send a given contract often and to different people each time, it's usually better to save the envelope as a template instead: a template snapshots the documents and field layout as reusable “roles” you map to real people each time, so you're not editing a leftover recipient from the last send.
Tips
- Update the subject on the copy so recipients and your team can tell it apart from the original.
- Double-check the recipients — duplicating brings the original people along, so swap anyone who shouldn't receive the new envelope.
- For contracts you reuse constantly, build it once and save it as a template rather than duplicating each time.