COBBLESTONE SOFTWARE

Contract Insight — User Guide

Completed Approval Processes

Document Templates: Generation/Merging › Manage Electronic Approval Process › Completed Approval Processes

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Filtering Negotiation Processes to Approvals only and a status of Completed surfaces every finished approval process, shown with a Process Completed status tag and a Steps/Progress reading of, for example, "1/1" — confirming every step was finalized.

From the filtered list, Open console shows the details of a completed process: its finalized groups, how each participant responded, and the files that were routed.

2. Key Elements

• Negotiation Processes → Approvals only + status Completed.
• Completed rows show a Process Completed status tag.
• Progress reads N of N steps finalized, e.g. "1/1".
• Open console opens the process, which shows "This process is completed/finalized.", the number of groups finalized (e.g. "1 of 1 finalized"), each participant's response, and the Files in this process.

3. Navigating to Negotiation Processes

1. From the Contract Insight homepage, click the Approvals & Signatures icon in the left navigation bar.
2. Select Negotiation Processes.

The Negotiation Processes page opens, listing every approval and signature process.

4. Viewing Completed Approval Processes

1. Navigate to Approvals & Signatures → Negotiation Processes (see Section 3).
2. In the first filter list, change Approvals and signatures to Approvals only.
3. In the status filter list, change Any status to Completed.
4. Review the results. Each completed process shows a Process Completed tag in the Status column, and the Progress column shows every group finalized (for example, 1/1 or 2/2).

Tip: Use the Search box above the grid, or the filter icon on any column heading (such as Record), to narrow the list to a specific process or record.

5. Reviewing a Completed Approval Process

1. On the filtered list (see Section 4), click Open console on the process's row.
2. Confirm the banner reads This process is completed/finalized. and Status shows Process Completed.
3. Check Groups, which shows how many groups were finalized (for example, 1 of 1 finalized).
4. Under Groups and participants, each group shows a finalized tag with its date, and each participant shows their response (for example, Approved).
5. Review Files in this process for the documents that were routed for approval.

Note: The Pause, End process, and Finalize buttons appear disabled on a completed process.

6. Quick Reference Summary