Processing a Cobblestone IntelliSign Process
With all four of the previous options of how to begin an IntelliSign Process covered (From a E-Approvals, Record Details, Document Toolbox and Standard Packages), the next step follows the picture below.
The process cannot be started until certain actions are performed. The signers for the document need to be specified (name and email address of the participant(s)). The reason is optional.
After adding all of the participants, signature placeholders need to be set.
Once all of the steps are validated, the process follows the steps of Accessing Document Collaboration Gateway and Signing Documents.
To Return to the Dashboard
After initiating the signing process, return to the signing dashboard by clicking CobbleStone IntelliSigning on the document's side menu.
To view updates while the dashboard is open, click Refresh.
Note: If adding a reason, that reason displays on the signing portal.