---
title: "Initiating an eSignature Process"
slug: "initiating-an-esignature-process"
updated: 2024-01-30T19:09:21Z
published: 2024-01-30T19:09:21Z
canonical: "wiki.cobblestonesoftware.com/initiating-an-esignature-process"
---

> ## 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.

# Initiating an eSignature Process

### **Initiating an eSignature Process**

**Initiating an eSignature Process**

Once a template has an eSignature flow configured, the participants can be finalized and the process can be initiated from the created document package.

![E-Signatures on Document Package Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/E%20Signature.png)

**Confirm the E-Signature Flow/Group**

1. Click **E-Signature Flow/Group**.

2. Click the **Carat** for the desired group.

![Signature Group on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Set%20Particpant.png)

3. Click **Set Participant**.

4. From the **Select Participant** pick-list, select the desired participant.

![Set Signature Participant](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-esignature-process-image-rl9p0qwc.png)

5. Click **Alter Participant**.

6. Repeat as necessary for other Signature Groups.

**Starting the E-Signature Process**

1. On the side menu, click **E-Signature Processing**.

2. The Process Manager screen displays.

![Document Process Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20Process.png)

3. If all participants have been set, **New Signature Process** and **Assigned Participants** will both display as Validated. If they are not Validated, check the assigned participants.

4. Click **New Signature Process**.

![Signature Process Info](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-esignature-process-image-9w3qaxw2.png)

5. Set all options - paying special attention to the **Auto Attach Type**.

![Auto Attachment Type Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-esignature-process-image-dhqnd899.png)

**Auto Attach Type** has two options:

**Separate Attachments**: Each document must be signed individually.

**Single PDF**: All documents selected are merged into a single document for signing.

6. Once all options have been set, click **Save**.

7. Select all documents for signature.

![E-Signature Process Dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-esignature-process-image-b0s31qhm.png)

8. Once all participants and documents for processing have been selected, verify that all **Process Items** are listed as Verified.

9. Click **Start Process** to launch the signature process to send alerts to the appropriate participants.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-esignature-process-image-z5noh0a9.gif)