---
title: "E-Approvals Processing"
slug: "e-approvals-processing"
updated: 2025-01-28T17:04:00Z
published: 2025-01-28T17:04:00Z
canonical: "wiki.cobblestonesoftware.com/e-approvals-processing"
---

> ## 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**

**Managing Generated Documents: E-Approval Processing**

The **E-Approvals** section is where authorized users will be able to create and manage new E-Approval Processes for the generated Document Package defined in the previous step.

![Click Start Approval Process to initiate the Approval Process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/StartApprovalProcess_1.png)

From this page, users can perform the following actions:

**1. Add New Approval Process**

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

Authorized Users can add/setup a current **Approval Process** by clicking **New Approval Process**. After the Approval Process has been added, **Info** contains this same information that is getting keyed in. Users are prompted with the following fields:

**a.** **Title:** Title of the entire Approval Process

**b.** **Description:** General description of the Approval Process

**c.** **Version Processing:** Choice between the Initial Version Process or Additional Versions Process

**d.** **Checked-Out/Check-In:** Determines if Participant Downloading and uploading of Files will force Check-Out and Check-In or of if it is optional.

**e.** **See All Comments:** Ability for participants to see all comments throughout the process

**f.** **Reply-To Employee:** E-mail address that will be used as the reply-to for all E-mail notifications

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

**2.** **View History**

1. 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.

**3.** **View the** **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**

1. When the user is ready to begin the E-Approval Process, click **Start Process** and the system will automatically send out notifications to the assigned participants inviting them to review and E-Approve the Document Package.
2. If any of the sections on this Dashboard are not marked as Validated with a check-mark, the system will 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 will be marked, so users can retrace their steps back to the proper section and rectify the issue. Think of it like a Stop Light. Red means Stop, and green means Go.

**2.** **View History**

1. A full audit log of the E-Approval Process that has been selected and started. The audit log includes Logged Action, Logged For(Employee) and Logged On (Date & Time) information.

**3.** **Re-select Files**

1. Authorized users can specify the files and/or content sections that will be used for the Approval Process.

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

On the side menu, click **Return to Record Details** to return to the record's details screen.