Templates
3 articles
How to manage your e-signature templates in CornerSpot
Work with saved e-signature templates in CornerSpot — open the Templates page, search by name, filter by tag, and read the Name, Tags, Documents, Recipients, and Updated columns.
How to save an envelope as a reusable template in CornerSpot
Turn a contract you send often into a reusable template in CornerSpot — open an envelope in the builder, click Template, name it, and click Save template.
How to send an envelope from a template in CornerSpot
Start a new e-signature envelope from a saved template in CornerSpot — pick a template, map each role to a person in the Assign template recipients wizard, and click Create to land in the builder.
