---
title: "E- Signature Processing"
slug: "e-signature-processing-4"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/e-signature-processing-4"
---

> ## 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- Signature Processing

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**E- Signature Processing**

*Document Templates: Generation/Merging › E-Signature - Document Generation › E- Signature Processing*

**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

When a signature process reaches you, the step appears on your homepage under **Awaiting action** and on the **My Assignments** page with a **Sign now** button. Clicking **Sign now** opens the dedicated **signing page** in a new browser tab, rather than the process console. The signing page shows a **Place** toolbar (**Signature**, **Date**, **Text**) for dropping fields onto the document, a **My signature** selector, and **Decline**, **Cancel**, and **Submit signature** controls above the document pages. Administrators can follow the process, and pre-place where each signer signs, from the signature process console.

# 2. Key Elements

- The homepage **Approvals & signatures** tile and **Awaiting action** tab list steps waiting on you, each with **Sign now**.
- **My Assignments** lists every approval and signature step assigned to you, by record type, with filters and a **Sign now** button on each row.
- The signing page offers a **Place** toolbar (Signature, Date, Text), a **My signature** selector, and **Decline**, **Cancel**, and **Submit signature**.
- The signature process console shows each signer's status (for example **In Process**) and links to the signing portal, the signature receipt, and **Place fields**.

# 3. Finding a Document Waiting for Your Signature

## 3a. From the Homepage

1. On the Contract Insight homepage, check the **Approvals & signatures** tile for the number of steps waiting on you.
2. On the **Awaiting action** tab, find the document. Signature steps are tagged **SIGNATURE** and show your role (for example, Signer).
3. Click **Sign now** to open the signing page, or click **All assignments** to see every step assigned to you.

![Homepage Awaiting action tab with Sign now](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/esp-01-home-awaiting-action.jpg)

## 3b. From My Assignments

1. Click **All assignments** on the homepage (or go to **Approvals & Signatures › My Assignments**).
2. Select the record-type tab (for example, **Contracts**). The number on the tab shows how many steps are assigned to you.
3. Use **Assigned to me** or **Assigned to my groups**, and the **Process status**, **My approval**, and **Outstanding only** filters, to narrow the list.
4. Find the row where **My role** shows **Signer · needs you**, then click **Sign now**. Click the eye icon (**Open the record**) to view the record first.

![My Assignments with Sign now and filters](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/esp-02-my-assignments.jpg)

# 4. Signing the Document

The signing page opens in a new browser tab.

1. Review the document pages.
2. If no field has been placed for you, use the **Place** toolbar to drop a **Signature**, **Date**, or **Text** field onto the page.
3. Use the **My signature** selector to choose which saved signature to apply.
4. Click **Submit signature** to sign. To refuse, click **Decline**. To leave without signing, click **Cancel**.

*[Screenshot pending: the signing page could not be captured because the QA signing service returned HTTP 503 (Service Unavailable) on 10/12/2026.]*

**Note:** Submitting a signature completes your step and cannot be undone. When every signer in a group has signed, the next group is notified.

# 5. Tracking a Signature Process (Administrators)

1. Go to **Approvals & Signatures › Negotiation Processes** and click **Open console** on the signature process.
2. In **Groups and participants**, check the group marked **current group** and each signer's status (for example, **In Process**). Use **Add participant** or **Resend** as needed.
3. Use the header icons: **Open record**, **Open this process on the signing portal**, **Signature receipt** (who signed what, and when), and **Place fields** (pre-define where each participant signs). **Pause**, **End process**, and **Finalize** manage the process as a whole.
4. Review the documents being signed in **Files in this process**.

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

# 6. Pre-placing Signature Fields (Administrators)

Click **Place fields** in the console header to open the **Signature fields** page. Signers can only sign where these fields are placed.

1. Under **Placing for**, confirm which signer you are placing fields for. Select a different signer under **Document signers** to switch.
2. Click **Signature**, **Text**, or **Date**, then click on the document to place the field. The counter above the document shows how many fields are placed and outstanding, and changes save automatically.
3. Click **Suggest fields** to have fields suggested for you.
4. Use **Employees to tell** and **Company contacts to tell** to choose who is notified.

![Signature fields page with placement tools](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/esp-05-signature-fields.jpg)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| See what is waiting for your signature | Homepage → Approvals & signatures tile → **Awaiting action** tab. |
| See all your assignments | Homepage → **All assignments**, or Approvals & Signatures → My Assignments. |
| Open the signing page | **Sign now** on the homepage or My Assignments row. |
| Place a field while signing | Signing page → **Place** toolbar → Signature, Date, or Text. |
| Choose your signature | Signing page → **My signature**. |
| Sign, decline, or leave | **Submit signature**, **Decline**, or **Cancel**. |
| Track a signature process | Negotiation Processes → **Open console**. |
| Pre-place signature fields | Console → **Place fields** → Signature, Text, or Date. |