---
title: "CobbleStone Electronic Signatures Overview"
slug: "cobblestone-electronic-signatures-overview-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/cobblestone-electronic-signatures-overview-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.

# CobbleStone Electronic Signatures Overview

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**CobbleStone Electronic Signatures Overview**

*Module: Document Collaboration Gateway › Document Collaboration Gateway E-Approvals & E-Signatures › CobbleStone Electronic Signatures Overview*

**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

Electronic approvals and signatures in Contract Insight are managed from a few connected places:

- The **home dashboard** shows an **Approvals & signatures** counter and an **Awaiting action** list of steps waiting on you, with **Sign now** shortcuts.
- **My Assignments** lists every approval and signature step assigned to you, or to your groups, across every record.
- **Approvals & Signatures → Negotiation Processes** is the central hub for every approval and signature process, "with the controls to intervene in a running one."
- **Approvals & Signatures → E-Signatures** lists external e-signature requests (DocuSign, SignNow, Adobe Sign, DocJuris) across all records.
- Each record's **Actions** menu has a **Document Processing** group for starting **External Esign**, **Approval Processes**, **Signature Processes**, **IntelliApprove**, or **IntelliSign**.

# 2. Key Elements

- **Approvals & signatures** counter (home dashboard): the number of approval and signature items outstanding for you.
- **Awaiting action** tab and **All assignments** link (home dashboard): your pending steps, and a link to **My Assignments**.
- **My Assignments**: tabs by area (Contracts, Counterparty, E-Procurement, Employees, Purchase Orders, Requests), with **Assigned to me** / **Assigned to my groups** and status filters.
- **Negotiation Processes**: every process, filterable by type (**Approvals and signatures**, **Approvals only**, **Signatures only**) and status, with **Open console** for each.
- **Electronic Signatures**: external e-signature requests, the connection status of each provider, and **Open record** / **View envelope** actions.
- **Actions → Document Processing** (record page): where processes are started for that record.

# 3. Checking Your Outstanding Approvals and Signatures

## 3a. From the Home Dashboard

1. From the Contract Insight homepage, check the **Approvals & signatures** counter for the number of items waiting on you.
2. On the **Awaiting action** tab, review each pending step (document name, process type such as **SIGNATURE**, record, and your role).
3. Click **Sign now** to act on a step, or click **All assignments** to see everything assigned to you.

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

## 3b. From My Assignments

1. Click **All assignments** on the home dashboard.
2. Select the area tab (for example, **Contracts**). The number on each tab shows how many items it contains.
3. Use **Assigned to me** (steps that name you) or **Assigned to my groups** (steps that name a role or group you belong to). Narrow the list with **Process status**, **My approval**, **Outstanding only**, or **Search**.
4. Click **Sign now** on a row to sign, or the view (eye) icon to open it. The **My role** column flags steps that **need you**.

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

# 4. Managing Every Process from Negotiation Processes

1. Hover over the **Approvals & Signatures** icon in the left navigation bar and select **Negotiation Processes**. (Select **E-Signatures** for external e-signature requests; see Section 5.)

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

1. Filter the list by type (**Approvals and signatures**, **Approvals only**, or **Signatures only**) and by status (for example, **Active**, **Paused**, or **Completed**). Leave **Started only** checked to hide processes that haven't started.
2. Use **Search** to find a process, and the **Type**, **Status**, **Record**, **Groups**, and **Progress** columns to review it.
3. Click **Open console** to manage the process, or **Export** to download the list.

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

# 5. Reviewing External E-Signature Requests

1. Hover over the **Approvals & Signatures** icon and select **E-Signatures**.
2. Check the provider badges at the top for each provider's connection status (for example, **credentials on file** or **not set up**).
3. Use **Search** or the column filters to find a request, and check its **Status** (for example, **Sent**, **Created**, or **Completed**).
4. Click **Open record** to go to the record, or the **View envelope** (send) icon to view the envelope.

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

# 6. Starting a Process from a Record

1. Open the record (for example, from **Contracts**, click **Manage**).
2. Click **Actions** at the top right and scroll to **Document Processing**.
3. Select **External Esign**, **Approval Processes**, **Signature Processes**, **IntelliApprove**, or **IntelliSign**.

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

**Note:** Each of these options is covered in its own article in this section.

# 7. Quick Reference Summary

| Task | Where | Action |
| --- | --- | --- |
| See how many items wait on you | Home dashboard | **Approvals & signatures** counter |
| Act on a pending signature | Home dashboard → Awaiting action | **Sign now** |
| See everything assigned to you | Home dashboard | **All assignments** → My Assignments |
| Find any approval or signature process | Approvals & Signatures → Negotiation Processes | Filter → **Open console** |
| Review external e-signature requests | Approvals & Signatures → E-Signatures | **Open record** / **View envelope** |
| Start a process on a record | Record → Actions → Document Processing | Choose the process type |