---
title: "Access E-Approval/Signature Processes Assigned"
slug: "access-e-approvalsignature-processes-assigned-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/access-e-approvalsignature-processes-assigned-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access E-Approval/Signature Processes Assigned

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Access E-Approval/Signature Processes Assigned**

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

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Record names and counts shown in the screenshots are from a test environment.

# 1. Overview

**My Assignments** lists the "approval and signature steps assigned to you, across every record." You open it from the home dashboard's **Approvals & signatures** counter or the **All assignments** link.

The page is organized into tabs by record type (**Contracts**, **Counterparty**, **E-Procurement**, **Employees**, **Purchase Orders**, **Requests**). Above the grid, **Assigned to me** and **Assigned to my groups** buttons switch between steps that name you directly and steps that name a role or group you belong to. **Process status**, **My approval**, and **Outstanding only** filters narrow the list. The grid shows each step's **Record**, **Process**, **Negotiation**, **My role**, **Status**, **My Approval**, **Notified**, and **Completed** details, with **Sign now** and **Open the record** actions on each row.

# 2. Key Elements

- **Approvals & signatures** counter and **All assignments** link (home dashboard): both open My Assignments.
- **Record type tabs**: split your assignments by area. A number on a tab shows how many items it contains.
- **Assigned to me** / **Assigned to my groups**: show steps that name you directly, or steps that name a role or group you belong to (anyone in the group can act).
- **Process status** filter: **Any**, **Active**, **Rejected**, **Process Completed**, **Paused Process**, **Not Processed (Cancelled)**, or **Process Cancelled**.
- **My approval** filter: **Any**, **Approved**, or **Not approved**.
- **Outstanding only** and **Clear filters**: show only steps still waiting, or reset every filter.
- **Sign now** and **Open the record** (eye icon): act on a step, or go to the record it belongs to.

# 3. Opening My Assignments

1. From the Contract Insight homepage, click the **Approvals & signatures** counter, or click **All assignments** above the **Awaiting action** list.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_home_counter.jpg)

1. On **My Assignments**, select the tab for the record type you want (for example, **Contracts**).
2. Review the grid. Use **Search** or the column filter (funnel) icons to find a specific step.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_my_assignments.jpg)

# 4. Filtering Your Assignments

## 4a. Assigned to Me vs. Assigned to My Groups

1. Click **Assigned to me** to see steps that name you directly. This is the default view.
2. Click **Assigned to my groups** to see steps that name a role or group you belong to. Anyone in the group can act on these. If none exist, the grid shows "Nothing here yet."

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_my_groups.jpg)

## 4b. Process Status

1. Click the **Process status** dropdown.
2. Select a status: **Any**, **Active**, **Rejected**, **Process Completed**, **Paused Process**, **Not Processed (Cancelled)**, or **Process Cancelled**.
3. Check **Outstanding only** to show only steps that are still waiting.
4. Click **Clear filters** to reset all filters.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_process_status.jpg)

## 4c. My Approval

1. Click the **My approval** dropdown.
2. Select **Any**, **Approved**, or **Not approved** to filter by your own response. The **My Approval** column shows your response for each step.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_my_approval.jpg)

# 5. Acting on an Assignment

1. Find the step in the grid. The **My role** column shows your role (for example, **Signer**) and flags steps that **need you**. **Status** shows whether the process is **Active**, and **Notified** shows when you were asked.
2. Click **Sign now** to open the signing page in a new browser tab and complete your step.
3. Click the **Open the record** (eye) icon to open the record the step belongs to.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_row_actions.jpg)

**Note:** The **Completed** column shows when a step was finished.

# 6. Quick Reference Summary

| Task | Where | Action |
| --- | --- | --- |
| Open My Assignments | Home dashboard | **Approvals & signatures** counter or **All assignments** |
| See a record type's assignments | My Assignments | Click the record type tab |
| See steps for your groups | My Assignments | **Assigned to my groups** |
| Show only pending steps | My Assignments | **Outstanding only** |
| Filter by process status | My Assignments | **Process status** dropdown |
| Filter by your response | My Assignments | **My approval** dropdown |
| Sign or approve a step | Grid row | **Sign now** |
| Go to the related record | Grid row | **Open the record** (eye icon) |