---
title: "Contract Status Update"
slug: "contract-status-update-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/contract-status-update-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.

# Contract Status Update

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Manage E-Approval/Signature Processes**

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

**Negotiation Processes** (**Approvals & Signatures › Negotiation Processes**) lists every approval and signature process system-wide — “Every approval and signature process, with the controls to intervene in a running one.” The list can be filtered to **Approvals and signatures**, **Approvals only**, or **Signatures only**, and by status (**Any status**, **Active**, **Paused**, **Completed**, **Rejected**, **Cancelled after starting**, **Cancelled before starting**), with a **Started only** checkbox. Columns are **Process**, **Type**, **Status**, **Record**, **Template**, **Groups**, **Progress**, **Created by**, and **Updated**. Each row's **Open console** leads to that process's own control screen, and **Export** downloads the list.

# 2. Key Elements

- **Approvals & Signatures › Negotiation Processes** lists every process system-wide.
- Filters: type (Approvals and signatures / Approvals only / Signatures only), status, and **Started only**, plus a **Search** box and per-column filter icons.
- Grid columns: Process, Type, Status, Record, Template, Groups, Progress, Created by, Updated.
- **Export** offers **CSV – processes only** and **Excel – with participants**.
- **Open console** on each row opens that process's detail and controls (Pause, End process, Finalize, groups and participants, files).

# 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**.

![Approvals and Signatures menu with Negotiation Processes](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/eap-01-approvals-menu.jpg)

# 4. Reviewing the Process List

1. Review the grid. **Status** shows where each process stands (for example Active or Process Completed), **Groups** shows how many groups it has, and **Progress** shows how many are finalized (for example 0/2).
2. Click a link in the **Record** column to open the record the process belongs to.
3. Use the pager and **Items per page** at the bottom to move through results.

![Negotiation Processes list with filters, columns, and Open console](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mep-02-negotiation-list-all.jpg)

# 5. Filtering and Searching Processes

1. Use the type filter to choose **Approvals and signatures**, **Approvals only**, or **Signatures only**.
2. Use the status filter to choose **Active**, **Paused**, **Completed**, **Rejected**, **Cancelled after starting**, or **Cancelled before starting**.
3. Leave **Started only** checked to hide processes that were never started, or clear it to include them.
4. Type in **Search**, or use a column's filter icon, to narrow the list further. The item count at the bottom right updates to match.

![Negotiation Processes filtered to completed signature processes](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mep-04-filtered-completed.jpg)

# 6. Exporting the Process List

1. Click **Export** at the top right.
2. Choose **CSV – processes only** for one row per process, or **Excel – with participants** to include each process's participants.

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

# 7. Managing a Process from Its Console

1. Click **Open console** on the process's row.
2. Review the status banner and summary (Status, Groups, Participants, Files, Created).
3. Use **Pause**, **End process**, or **Finalize** to control the process as a whole. Finalize is available only once every group is finalized.

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

1. In **Groups and participants**, use **Add participant**, **Resend**, and the participant icons (re-send, replace, delete) to intervene in a running process.

![Groups and participants with actions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/eap-04-groups-participants.jpg)

Signature process consoles add header icons to **Open this process on the signing portal**, view the **Signature receipt**, and **Place fields**.

![Signature process console header icons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/esp-04-signature-process-console.jpg)

For details on each console action, see **E-Approvals Processing** and **Managing Electronic Approval Groups, Participants & Attachments**.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the process list | Approvals & Signatures → **Negotiation Processes**. |
| Show only approvals or signatures | Type filter → **Approvals only** / **Signatures only**. |
| Show processes by status | Status filter → Active, Paused, Completed, Rejected, or Cancelled. |
| Include processes that never started | Clear **Started only**. |
| Export the list | **Export** → CSV (processes only) or Excel (with participants). |
| Manage a process | **Open console** → Pause / End process / Finalize, or manage groups and participants. |