When a recipient is linked to a CRM contact, CornerSpot can auto-fill fields with information you already have — their name, email, phone, title, company, address, and any custom fields your team defines. Auto-filled fields are read-only and resolve at signing time, so signers never retype data you already store. This guide shows you how to add one.
What auto-fill is — and what it isn’t
A “Recipient info” (auto-filled) field is filled by CornerSpot from the recipient’s linked CRM contact. That’s different from a regular field — like a signature, text, or date field — which the signer completes themselves. Auto-filled fields:
- Pull from built-in sources — Full name, First name, Last name, Email, Phone, Title, Company, and Address — plus any custom contact or account fields your team has defined.
- Are read-only to the signer (they can’t edit the value).
- Resolve at signing time, so the latest contact data is used.
- Require the recipient to be linked to a CRM contact — that’s what unlocks the sources.
How to auto-fill recipient info from a CRM contact
You add auto-filled fields from the envelope builder, the same place you add signature and date fields. Here’s the full path.
1. Create an envelope to work in
From the E-Signatures page, click New envelope, give it a subject, add a PDF, and click Create to open the builder. (If you already have a draft envelope, just open it instead.)
2. Add a recipient
In the builder’s left rail, find the Recipients section and click Add. This opens the add-recipient panel.
3. Link the recipient to a CRM contact
This is the step that unlocks auto-fill. In the add panel, use Search contacts to find the person in your CRM, then select them. A linked chip confirms the contact is connected. (If you only type a name and email without linking a contact, auto-fill sources won’t be available for that recipient.)
4. Select the recipient in “Assign new fields to”
Once the recipient is added, make sure they’re chosen in the Assign new fields to selector at the top of the field palette. Every field you place next will belong to that recipient — including the auto-filled one.
5. Pick an auto-fill source
In the field palette, scroll to the Recipient info section. Each tile here is an auto-filled source — for example Full name, Email, Phone, Title, Company, or Address — and the lightning badge marks them as auto-filled. Click Show more to see custom fields your team has defined.
6. Drag the source onto the document
Drag the source you want straight onto the PDF and release where you’d like the value to appear. CornerSpot drops an auto-filled field there. The marker shows a small chip naming its source and previews the resolved value, so you can tell it apart from fields the signer fills in.
7. Adjust the source and styling (optional)
Click the placed field to open the field inspector. In the Auto-fill section you can:
- Change the Source — switch between any of the built-in or custom values.
- See a live preview of the value as it will render on the signed document.
- Set the Type style — Font, Size, and Color — so the value matches your document.
- Re-assign the field to a different Recipient if needed.
Tips
- Link first. If the auto-fill sources are greyed out or missing, the recipient probably isn’t linked to a CRM contact yet — edit the recipient and link one.
- Keep contacts current. Because values resolve at signing time, updating a contact’s details in the CRM updates what gets stamped onto the document.
- Mix and match. Use auto-filled fields for the data you already have, and signer fields (signature, date, text) for what the recipient needs to provide.
- Fields can only be added or edited while the envelope is in Draft.