A template in CornerSpot is a reusable blueprint for a contract you send often — its documents, field placements, and recipient layout, saved once so you don’t rebuild the same paperwork every time. Your saved templates all live on the Templates page, where you can search, filter, and review them at a glance. This guide gives you a quick tour.
How to manage your e-signature templates in CornerSpot
You’ll find your templates under E-Signatures. Here’s how to get there and what each part of the page does.
1. Open the Templates page
From the dashboard, select E-Sign in the left-hand menu to open your envelope list at /dashboard/esign/envelopes. Then click the Templates button in the top-right to open the Templates page at /dashboard/esign/templates.
2. Review your templates
The Templates page lists every template you’ve saved. Each one is a reusable envelope you can clone into a fresh draft whenever you need to send the same shape of paperwork again.
3. Search by name
Use the Search by name box to quickly find a specific template. As you type, the list narrows to matching names — handy once you’ve built up a library.
4. Filter by tag
Use the Filter by tag field to narrow the list to a related group of templates. Tags are a simple way to organize templates by team, document type, or workflow.
5. Read the columns
Each row gives you the essentials at a glance:
- Name — what you called the template.
- Tags — any labels you’ve added for organizing.
- Documents — how many PDFs the template contains.
- Recipients — how many recipient roles it defines.
- Updated — when the template was last changed.
About template “roles”
Templates don’t store specific people — they store recipient roles, placeholders like “Buyer” or “Seller” that you map to real contacts each time you send. That’s what makes a template reusable: the document and field layout stay fixed, while the people change with every send.
How templates are created
You don’t build a template from scratch. Instead, you create a template by saving an existing envelope: open an envelope in the builder, click Template, give it a name, and save. CornerSpot snapshots the documents, field placements, and recipient layout as a reusable template that then appears here and in the Start from template picker when you create a new envelope.
Tips
- Give templates clear, specific names so they’re easy to find later.
- Use tags to group related templates and filter to them quickly.
- To send paperwork from a template, pick it from the Templates page or the Start from template picker and assign real recipients to each role.