If you send the same contract again and again, you don't have to rebuild it every time. In CornerSpot, you can save any envelope as a reusable template — a snapshot of its documents, field placements, and recipient layout that you can send to new people in seconds. This guide shows you how.
How to save an envelope as a reusable template in CornerSpot
Templates are created from an existing envelope, so you start in the envelope builder and use the Template action. Here's the full path, start to finish.
1. Open an envelope in the builder
You can save any Draft envelope as a template. If you don't have one yet, create a quick draft: from the E-Signatures page, click New envelope, add a subject and at least one PDF, and click Create to land in the builder.
2. Click “Template”
In the builder's right-hand Actions panel, click Template. This opens the Save as template side panel.
3. Name the template
Give your template a clear, recognizable name — for example, “Standard MSA.” This is how you'll find it later, so make it specific to the kind of paperwork it represents.
4. Click “Save template”
Click Save template. CornerSpot snapshots the envelope's documents, field placements, and recipient layout — saving the recipients as reusable roles (like “Buyer” or “Seller”) rather than specific people, so you can map them to real contacts each time you send.
5. Your template is ready to reuse
That's it. Your new template now appears on the Templates page at /dashboard/esign/templates, and in the Start from template picker whenever you create a new envelope. Each time you send it, you'll assign real recipients to its roles.
Why save a template?
Templates are the fastest way to send the same paperwork repeatedly:
- No rebuilding. The documents and every field are already in place.
- Consistency. Every copy goes out with the same layout and the same fields to complete.
- Reusable roles. Recipients are saved as placeholders you map to real people each time, so one template serves many deals.
Tips
- Build the envelope completely — documents, recipients, and fields — before saving it, so the template captures the full layout.
- Use a name that describes the paperwork (“Standard MSA,” “NDA,” “Order Form”) so it's easy to pick from the list.
- To send from a saved template, choose it from the Templates page or the Start from template picker when creating an envelope.