COBBLESTONE SOFTWARE

Contract Insight — User Guide

4. Adding a Participant to an Approval Group

Document Templates Management › E-Approval Flow/Groups › 4. Adding a Participant to an Approval Group

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Each step on the console names one or more participants and their role for that step — for example "Richard DeMarco (Employees) · Company Approver" on a step sourced FROM TEMPLATE. Adding a participant ties another person to that specific step, alongside whatever role (Company Approver, Static Employee Signer, and so on) the step calls for.

2. Key Elements

• A step's participant is shown with their name, source (e.g. Employees), and role
• "FROM TEMPLATE" tags a participant that was pre-set by the process's template
• A step can carry more than one participant

3. Quick Reference Summary

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