---
title: "Document Packages Without E-Approvals/Signatures"
slug: "document-packages-without-e-approvals-signatures"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/document-packages-without-e-approvals-signatures"
---

> ## 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.

# Document Packages Without E-Approvals/Signatures

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Document Packages Without E-Approvals/Signatures**

*Document Templates: Generation/Merging › Generated Document Packages Without E-Approvals & E-Signatures › Document Packages Without E-Approvals/Signatures*

**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

A document package can be generated and used without any approval or signature routing. Whether a template routes its generated documents is set on step **3. Approvals & signing** of the template editor, which has separate **E-Approvals** and **E-Signatures** tabs. Each tab has its own **Enabled** checkbox. When both are unchecked, the page states that the flow “isn't copied onto generated documents,” even if approval groups or signature steps are configured underneath.

Packages generated from such a template are added to the record's **Saved documents** list with no approval flow and no template signers. You can download, manage, or share them right away, or add signers manually if a signature is needed later.

# 2. Key Elements

- **Document Templates list**: the **Approvals** and **Signatures** columns read **Off** for templates that don't route their documents (for example, Contractor Agreement, Invoice Template, and Invoicing Template (Sub) in QA).
- **E-Approvals tab**: **Use E-Approvals** (Enabled checkbox), **Approval process**, and **Save approval settings**.
- **E-Signatures tab**: **Use E-Signatures** (Enabled and **Allow direct signing** checkboxes), **Signature process** (defaults to “- none -”), and **Save signature settings**.
- The two settings are independent. Leaving a checkbox unchecked means that flow is not copied onto generated documents.
- **Saved documents**: a package generated with both settings off shows an empty **Signatures** panel (Add signer / Send for signatures) and an **Approvals** panel stating there is nothing to route.

# 3. Identifying Templates Without Approvals or Signatures

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. Search for and open **Document Templates**.
3. Review the **Approvals** and **Signatures** columns. Templates showing **Off** in both generate documents with no routing. Use the **Search** box to find a specific template, and click **Open** to view its settings.

![Document Templates list with the Approvals and Signatures columns and a template with both Off highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-01-templates-off-off.png)

# 4. Turning Off E-Approvals and E-Signatures for a Template

## 4a. E-Approvals

1. Open the template (see Section 3) and click step **3. Approvals & signing**.
2. On the **E-Approvals** tab, uncheck **Use E-Approvals** (Enabled).
3. Click **Save approval settings**.

![E-Approvals tab with Use E-Approvals unchecked and the switched-off message highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-02-eapprovals-off.png)

The **Who approves, and in what order** section now reads “E-Approvals are switched off above, so this flow isn't copied onto generated documents.” Any groups listed there are kept but not used.

## 4b. E-Signatures

1. Click the **E-Signatures** tab.
2. Uncheck **Use E-Signatures** (Enabled). Leave **Allow direct signing** unchecked and **Signature process** set to “- none -”.
3. Click **Save signature settings**.

![E-Signatures tab with Use E-Signatures unchecked, Signature process set to none, and the switched-off message highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-03-esignatures-off.png)

**Note:** E-Approvals and E-Signatures are independent. A template can have approvals on and signatures off, or the reverse. This article covers templates with both turned off.

# 5. Generating a Package Without Approvals or Signatures

1. From the Contract Insight homepage, open the record (for example, **Requests/Contracts → Contracts → Manage**) and click the **Attachments & Templates** tab.
2. In **Merged Document Templates**, click the **TEMPLATE** control and select a template whose approvals and signatures are off.

![Template control and a template with no approvals or signatures highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-04-choose-template.png)

1. Review the **SAVING AS** name and click **Generate & Save**.

![Selected template, Generate and Save button, and Saving As name highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-05-generate-save.png)

See Generate New Document Package for more detail on generating packages.

# 6. Working With the Generated Package

1. The new package appears at the top of **Saved documents**. A **Signatures** panel opens beneath it with no signers, because none come from the template. Nothing is sent unless you add signers.
2. If a signature is needed after all, use **Search people…** and **Add signer** to build the signer list, then click **Send for signatures**. Otherwise close the panel with the **×** icon.

![New package row and Signatures panel with Search people, Add signer, and Send for signatures highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-06-signatures-panel.png)

1. Click the **Approvals** (checklist) icon on the package's row. The panel reads “This document's template has no approval groups set up, so there's nothing to route.”

![Approvals icon and Approvals panel showing nothing to route](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/noflow-07-approvals-panel.png)

Use the other row actions (**Manage**, **Download**, and **Files**) to work with the package. See Manage Generated Document Package for details.

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Find templates with no routing | Administration → Document Templates → **Approvals** and **Signatures** columns show **Off**. |
| Turn off e-approvals | Template → **3. Approvals & signing** → E-Approvals → uncheck **Use E-Approvals** → **Save approval settings**. |
| Turn off e-signatures | Template → **3. Approvals & signing** → E-Signatures → uncheck **Use E-Signatures** → **Save signature settings**. |
| Generate the package | Record → Attachments & Templates → TEMPLATE → select template → **Generate & Save**. |
| Add signers manually (optional) | Package's Signatures panel → **Add signer** → **Send for signatures**. |
| Confirm no approval routing | Package row → **Approvals** icon. |