Cobblestone IntelliSign: from Record Details
Click CobbleStone IntelliSigning on the side menu of the Record Details screen to open the IntelliSign portal.
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Begin a New IntelliSign Process by clicking New Document IntelliSigning.
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A pop-up window displays and options of all the files associated with the record display. Select a file, title the process, and determine if signatures will be allowed anywhere on the document or if the signature areas will be specified. Finally, indicate the employee to oversee the process.
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1. File from Record - This is where you users determine what file will be electronically signed with the IntelliSign Process.
Note: Select the file to sign electronically from the available files on the record details screen.
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 the signers 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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