CobbleStone IntelliSign: from Document Toolbox
From the Contract/Request Details screen, under the Files/Attachments section, a red toolbox next to each file is presented.
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Click the toolbox icon. The option to Esign the document is present.
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After clicking the link, the option to use the CobbleStone IntelliSign tool displays.
Note: An option for Adobe Sign and/or DocuSign is here as well. In order for this to function, a Contract Insight Connection module has to be purchased and then set up in the Application Configuration settings.
Click CobbleStone IntelliSign to proceed.
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Next,a pop-up window on which the option to select from among all files associated with the record displays. Select a file, title the process, indicate if signatures will be allowed anywhere on the document or if the signature areas will be specified. Lastly, designate the employee to oversee the process.
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1. File from Record - determine which file will be electronically signed in this process.
Note: This will default to the file for which the toolbox icon was clicked.
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 will default to the user initiating the process. More employees/users can be assigned to be notified before beginning the process)
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