Once your draft envelope has its documents, recipients, and fields in place, the last step is to send it for signature. CornerSpot runs a few readiness checks, shows you a confirmation, then emails signing links to your recipients. This guide walks through it.
Before you send: the readiness checks
An envelope can only be sent once it has everything a signer needs. CornerSpot keeps the Send for signature button disabled until all three of these are true:
- At least one document attached.
- At least one recipient added.
- At least one field for a signer to complete (a signature, initials, text, date, or checkbox).
If the button is greyed out, you’re still missing one of these — add it in the builder, and the button enables itself.
How to send an envelope for signature in CornerSpot
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.
2. Open a draft envelope in the builder
Open the draft you want to send — either create a new one with New envelope (add a subject and a PDF, then Create) or click an existing Draft row in the list. Either way you land in the envelope builder.
3. Add at least one recipient
When you open a new envelope, the builder’s Recipients panel opens automatically. Enter a name and email (or search your CRM contacts) and choose a role — Signer, Approver, Viewer, or CC. A signer is the person who actually completes the document. (If the panel is closed, click Add to reopen it.)
4. Place at least one field
With a recipient selected under Assign new fields to, drag a field type — for example a Signature field — from the palette onto the document. This gives the signer something to complete, which is the third readiness check.
5. Click “Send for signature”
When all three checks are met, the Send for signature button in the right-hand rail becomes active. Click it to open the confirmation dialog.
6. Review the confirmation
The Send envelope? dialog lists each recipient and role who will receive a signing link. If you set an expiry date or required an access code, those are noted here too. It also reminds you that once sent, fields can no longer be edited. Review the details, then click Send envelope.
7. The envelope moves to Sent
CornerSpot sends the envelope: its status pill flips to Sent, the builder switches to a read-only view, and signing-link emails go out. With parallel routing (the default) everyone is invited at once; with sequential routing, only the first person in the order gets their link, and each subsequent person is invited after the previous one finishes.
What happens next
- Recipients receive an email with a secure signing link and complete the document.
- You can track progress and review the audit trail from the envelope or the list — each recipient’s status updates as they view and sign.
- When everyone has signed, the envelope reaches Completed and a signed PDF is emailed to all parties.
Tips
- If Send for signature is disabled, check that you have a document, a recipient, and at least one signer field.
- Double-check recipient emails in the confirmation dialog — that’s where the signing links go.
- Need to make a change after sending? You can’t edit a sent envelope — void it and send a corrected copy instead.