---
title: "E-Approvals Processing"
slug: "e-approvals-processing-1"
updated: 2025-01-28T17:12:21Z
published: 2025-01-28T17:12:21Z
canonical: "wiki.cobblestonesoftware.com/e-approvals-processing-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.

# E-Approvals Processing

### **E-Approvals Processing**

**E-Approvals - Document Generation: Processing** The next screen under the **E-Approvals** section is where authorized users will be able to create and manage new E-Approval Processes for the generated **Document Package** that were defined on the previous step. From this page, users can perform the following actions:

1. **Add New Approval Process**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(58).png) Authorized Users can add/setup a current Approval Process by clicking **New Approval Process**. After the Approval Process has been added, the **Info** contains the same information that is getting keyed in. Users will be prompted with the following fields: **Title**: Title of the entire Approval Process **Description**: General description of the Approval Process **Version Processing**: Choice between the Initial Version Process or Additional Versions Process **Checked-Out Downloading**: Allowing/Not allowing participants to check-out documents when editing **See All Comments**: Ability for participants to see all comments throughout the process **Reply-To Employee**: E-mail address that will be used as the reply-to for all E-mail notifications

![Create New Approval Process window. Highlighting the important fields.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ApprovalProcess_CreateNew.png)

2. **View History**: A full audit log or history for the Approval Process that is currently being managed. Audit logs include the **Logged Action**, **Logged For** (Employee Name), and **Logged On** (Date & Time) information.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(55).png) 3. **Dashboard**

The Dashboard is essentially the Home Page for any E-Approval Process that an authorized user wishes to start and/or manage/monitor. The Dashboard provides a central hub for authorized users where they can start/cancel an E-Approval Process, monitor progress and assign additional employees as Reply-To.

![This is an image showing the Approval Dashboard. You can start, stop, manage, and view the history of the process on this page.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Dashboard_1_Identifiers(1).png)

From this screen, users can perform the following actions: 1. **Start Process**: When the user is ready to begin the E-Approval Process, simply click **Start Process** and the system automatically sends out notifications to the assigned participants inviting them to review and E-Approve the Document Package.

If any of the sections on this Dashboard are not marked as Validated with a check-mark, the system does not allow users to start a process. This means that the user is missing essential information or missed a step in setting up the generated Document Package and E-Approval Process. The section that is missing something is marked, so users can retrace their step back to the proper section and rectify the issue. Think of it like a traffic light: red means Stop, and green means Go. 2. **View History**: A full audit log of the E-Approval Process that has been selected and started. The audit log includes **Logged Action**, **Logged Fo**r (Employee), and **Logged On** (Date & Time) information. 3. **Re-select Files**: Authorized users can specify the files and/or content sections that will be used for the Approval Process.

**Note:** Only published versions are available.