COBBLESTONE SOFTWARE

Contract Insight — User Guide

Access E-Approval Signature Processes Assigned

Module: Document Collaboration Gateway › Document Collaboration Gateway Settings & Functionality (External Users) › Access E-Approval Signature Processes Assigned

Note: Section 3 is performed by a Gateway (vendor/client) user after signing in to the Gateway. Sections 4 and 5 are performed by a Contract Insight administrator and begin at the Contract Insight homepage. Menu labels, tags, and item order are configurable, so they may vary between environments.

1. Overview

A Gateway user's own approval and signature work sits under the Gateway menu's Electronic Documents group, which is tagged Modules_DAC. It mirrors the internal My Assignments page that employees use. When an approval or signature step is assigned to a vendor or client contact, it shows up there for them to open and act on. They don't need access to the internal Approvals & Signatures workspace.

2. Key Elements

• Electronic Documents → My Assignments lists the approval and signature steps assigned to the signed-in Gateway contact.
• Electronic Documents → My Approval & Signature Settings is where that contact manages their own signature setup.
• Modules_DAC tag: the Electronic Documents group carries this tag in the Navigation Menu configuration. This ties it to the Document Authoring/Collaboration (DAC) module.
• Vendor/Client Gateway workspace: the menu that Gateway users see. Administrators manage it under Administration → Navigation Menu.
• Internal equivalent: employees use the internal My Assignments page for the same kind of work.

3. Access Assigned Processes as a Gateway User

1. Sign in to the Vendor/Client Gateway with your contact credentials.
2. In the Gateway's left-hand menu, expand Electronic Documents.
3. Select My Assignments to see the approval and signature steps waiting for you.
4. Open a process to review its document and complete your step (approve, reject, or sign).
5. To change how you sign, select Electronic Documents → My Approval & Signature Settings.

Note: The Gateway list works the same way as the internal My Assignments page shown below. Each row is a process step assigned to you, with its status and a link that opens the process.

4. Confirm the Gateway Menu Items (Administrators)

4a. Open the Gateway workspace menu

1. From the Contract Insight homepage, open Administration and select Navigation Menu.
2. Make sure the Menu items tab is selected.
3. In the Workspace drop-down, choose Vendor/Client Gateway.

4b. Locate the Electronic Documents group

1. Scroll to the Electronic Documents card.
2. Confirm it shows the Modules_DAC tag and has two sub-items: My Assignments and My Approval & Signature Settings.

4c. Review a menu item's settings

1. Click My Assignments to open the Edit menu item panel.
2. Review the Label, the Page (or manually entered link), and the Visible in the menu setting.
3. Close the panel with X if no change is needed. Select Save only if you intend to change the item.

Note: Items marked UNAVAILABLE point to a link that doesn't exist in the current application, so they appear greyed out in the menu. In this environment, My Assignments links to MyAssignment.aspx and My Approval & Signature Settings links to UserESignatures.aspx; both are flagged UNAVAILABLE.

5. Check Who Sees the Gateway Menu (Administrators)

1. In Navigation Menu, select the Workspaces & who sees them tab.
2. Find the Vendor/Client Gateway card. Check its status (for example, INACTIVE) and its menu item count.
3. Select Who sees this to review its audience, or Edit its menu to return to the menu items from Section 4.

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