---
title: "Approval and Signature Process Templates"
slug: "approval-and-signature-process-templates"
updated: 2025-01-28T17:03:19Z
published: 2025-01-28T17:03:19Z
canonical: "wiki.cobblestonesoftware.com/approval-and-signature-process-templates"
---

> ## 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(417).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(292).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.

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="STRONG,U"><p><strong><u>Applying a&nbsp;Process Te</u></strong><strong><u>mplate - eApproval</u></strong></p></editor360-custom-block>

Applying an approval process template is a swift process.

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

2. Click **E-Approval Flows/Groups**.

![Navigation to E-Approval Flow/Groups](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ProcessTemplateNav_1.png)

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

![Select the Approval Process Template to use.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ApprovalProcessTemplate_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 **eSignature Flows/Groups**.

![Navigation to the E-Signature Flow/Groups.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ESignatureNav_1.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 and select a Process Template from the drop down.

![Navigation to find Signature Process templates and apply them to your template.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/SignatureProcessTemplate_1.png)

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

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