---
title: "E-Signature Processing"
slug: "e-signature-processing"
updated: 2025-01-28T17:04:11Z
published: 2025-01-28T17:04:11Z
canonical: "wiki.cobblestonesoftware.com/e-signature-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-Signature Processing

### **E-Signature Processing**

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

The **E-Signature Processing** section is where authorized users can create and manage new E-Signature Processes for the generated **Document Package** defined on the previous step. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1738007323807.png)

From this page, users can perform the following actions: **1. New Signature Process** ![Create New Signature Process window and configurable settings for the process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Esignaturefieldidentifierover9000.png) Authorized Users can add/setup a current E-Signature Process by clicking **New Signature Process**. After the E-Signature Process has been added, the Info button contains this same information that is getting keyed in. Users are prompted with the following fields: **1. Title:** Name of the E-Signature Process **2. Description:** General description of the E-Signature Process **3. Signature Type:** This defines whether the signature will be Electronic or Wet/Paper Signatures. **4. Signing Action:** This defines whether the process will be Free Form or Placeholder signing. **5. Reply-To Employee:** E-mail address that will be used as the reply-to for all E-mail notifications **6. Auto Attach Type:** This defines whether the finalized document will be in one single PDF or Separate Attachments.

![Click Dashboard or History to view more information about the process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/DashboardandHistory_1.png)

**2. View History** a. A full audit log or history for the E-Signature Process that is currently being managed. Audit logs include the Logged Action, Logged For (Employee Name) and Logged On (Date & Time) information. **3. Dashboard** The Dashboard is essentially the Home Page for any E-Signature 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-Signature Process, monitor progress and assign additional employees as Reply-To. ![This is the signature process dashboard and the image will show where you can access History, Re-Selecting Files, and Starting the process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/SignatureProcessDashboard_1212121(1).png)

From this screen, users can perform the following actions: **1. Start Process** a. When the user is ready to begin the E-Signature Process, simply click **Start Process** and the system will automatically send out notifications to the assigned participants inviting them to E-Sign the Document Package. b. 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-Signature Process. The section that is missing something will be marked, so users can retrace their step 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** a. A full audit log of the E-Signature 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** a. Authorized users can specify the files and/or content sections that will be used for the E-Signature Process.

**Note:** Only published versions are available

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