How to set the signing order for an envelope in CornerSpot

When an envelope has more than one recipient, CornerSpot lets you decide how they receive it: everyone at once, or one person at a time, in a set order. That choice is the signing order, and you control it from the Recipients section of the envelope builder. This guide shows you how to switch on a sequential signing order and arrange who goes first.

Parallel vs. sequential routing

There are two ways to route an envelope:

  • Parallel routing (the default): everyone is invited at the same time and can sign in any order. Use it when the recipients don’t depend on each other — it’s the fastest way to collect signatures.
  • Sequential routing: recipients sign one after another, in the order you set. Each person only gets their signing link once the person before them finishes. Use it when one party needs to review or approve before the next sees the document.

How to set the signing order

You set the signing order on a draft envelope from the builder’s Recipients section.

1. Open the envelope builder

Create a new envelope (or open an existing draft), and you’ll land in the envelope builder. The Recipients section lives in the left rail — that’s where the signing order is configured.

The CornerSpot envelope builder with the Recipients section in the left rail
The envelope builder, with the Recipients section in the left rail.

2. Add at least two recipients

A signing order only matters when more than one person is involved, so add your recipients first. The recipient panel opens automatically on a new envelope — enter each person’s name and email (and choose a role), then click Add recipient. The panel stays open so you can add the next person right away. Repeat for everyone who needs to act on the envelope.

Adding the first recipient to an envelope in CornerSpot
Adding the first recipient.
Two recipients added to an envelope in CornerSpot
With two recipients added, you can set their signing order.

3. Turn on sequential routing

Switch on Send to recipients in order (sequential routing). This changes the envelope from “invite everyone at once” to a strict, one-at-a-time queue — and a number badge appears next to each recipient showing their position in line.

Turning on Send to recipients in order sequential routing in CornerSpot
Turning on “Send to recipients in order (sequential routing).”

4. Drag recipients to set the order

With sequential routing on, a drag handle appears on each recipient row. Drag a recipient by its handle to move it up or down the list. The person at the top signs first; the next person receives their link only after the first one finishes, and so on down the queue.

Dragging a recipient by the handle to set the signing order in CornerSpot
Dragging a recipient by the handle to set who goes first.
The finished sequential signing order with numbered badges in CornerSpot
The finished signing order, with numbered badges showing each recipient’s position.

Setting the order when you create the envelope

You don’t have to wait until the builder. The New envelope panel also has a Send to recipients in order (sequential routing) toggle, so you can turn sequential routing on as you create the envelope, then arrange the exact order in the builder once your recipients are added.

When to choose each

  • Use parallel when recipients are independent — for example, several people each signing their own acknowledgment. It’s quicker because no one waits on anyone else.
  • Use sequential when order matters — for example, an employee signs first, then a manager approves, then an executive countersigns. Each step waits for the one before it.

Tips

  • You can change the routing and reorder recipients at any time while the envelope is in Draft — but not after it’s sent.
  • If a recipient’s position looks wrong, just drag their row to the correct spot; the numbered badges update instantly.
  • Leave the toggle off to keep the default parallel routing whenever everyone can sign at the same time.

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