Cobblestone IntelliSign Process: from Standard Packages
On the side menu of the of the record details screen, click Standard Templates.
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The user is taken to a list of the document packages created for the record. Click View/Manage for the document packages
Note: IntelliSign has to be allowed for the document package to sign the document using IntelliSign.
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The next screen presents an option to IntelliSign a document from that document package.
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Title the Process and designate if signatures are allowed anywhere on the document or if the signature areas will be specified. Lastly, indicate the employee to oversee the process.
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1. Select File - determine what file will be electronically signed with the IntelliSign Process.
Note: The file defaults to the file the user is currently accessing with the generated document package.
2. Title - title for this IntelliSign process
3. Description - brief description of the process (optional)
4. Allow Sign Anywhere - if signature placeholders will be set up for signers or if they can select where to sign
5. Reply-To Employee - the employee notified throughout the signature process for each action taken. (This defaults to the user initiating the process. More employees/users can be assigned to be notified before beginning the process)
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