---
title: "Approval and Signature Process Templates"
slug: "approval-and-signature-process-templates-1"
updated: 2025-01-28T17:03:46Z
published: 2025-01-28T17:03:46Z
canonical: "wiki.cobblestonesoftware.com/approval-and-signature-process-templates-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.

# Approval and Signature Process Templates

### **Approval and Signature Process Templates**

**Approval and eSignature Flows/Groups: Process Templates** If a set of approvers and/or signers are going to be applied to multiple templates and the option Document Collaboration add-on module is in use, a system administrator can define **Process Templates** for easy application of those pre-defined flows/groups for approval and signature respectively.

**Navigate to Process Templates**

Navigate to the Document Authoring Process Template List via **Manage/Setup** - **Document Templates** - **Process Template List**.

![Process Template List in Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(421).png)

**Process Template List**

The process template list contains numerous options and data:

![Process Template List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(294).png)

A. **Create New Process**: Navigate to a page to define a new process template

B. **Process List**: Return to the Document Authoring Process Template List page

C. **Copy Process Template**: Quick copy the selected process template (useful if only needing to make a few changes)

D. **Select Area:** Module/Area selection for process templates (just like those for advanced document templates)

E. **Line Item Details**: Each process template for the selected area/module displays. System admin users can **delete** and **manage/edit** the process template and preview the details relevant to it.

**Applying a Process Template - E-Approval**

Applying an approval process template is a swift process.

1. Navigate to the document template for which the approval process is to be applied.

2. Click **Approvals & Signatures** and the tab will default to E-Approval Flow/Groups.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(49).png)

3. The **Document Template: Approval Process Flows/Groups** page displays. If a template process is to be used for the document, in the Approval Settings window **Approval Process Template** field, select the applicable template process.![Select the template from the drop down.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/approvalprocesstemplatessss_1.png)

4. Click **Update**. The process template is applied.

**Note:** If using a process template, individually defined groups cannot be defined additionally.

**Applying a Process Template - eSignature**

Applying an approval process template is a swift process.

1. Navigate to the document template for the which the signature process is to be applied.

2. Click **Approvals & Signatures** 3. **Click E-Signature Flow/Groups tab**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(50).png)

3. The **Document Template: Signature Process Flows/Groups** page displays. If a template process is to be used for the document, click Signature Settings button and in the **Signature Process Template** field, select the applicable template process.

![Signature settings that can be configured for the E-Signature process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Signaturegroupsssssstempss_11.png)

4. Click **Update**. The process template is applied.

**Note:** If using a process template, individually defined groups cannot be defined additionally.