IntelliApprove Process from Document Template
  • 22 Aug 2024
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IntelliApprove Process from Document Template

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Article summary

IntelliApprove Process from Standard Packages   

CobbleStone® IntelliApprove Process: from Standard Packages

On the side menu of the of the record details screen, click Merged Templates.

Document Processing Side Menu


The user is taken to a list of the document packages created for the record. Click View/Manage for the document packages 

Note: IntelliApprove has to be allowed for the document package to sign the document using IntelliApprove.


Merged Document Templates Subgrid
The next screen presents two options to IntelliApprove a document from that document package.
One is an icon directly on a file:

The other is on the package side menu:

Title the Process and determine the type of Approval, if Check-Out/Check-In will be Optional, and if participants can see all comments. Finally, indicate the employee to oversee the process. 


1. Select File - determine what file will be electronically signed with the IntelliApprove Process. 


Note: The file defaults to the file the user is currently accessing with the generated document package.


2. Title - title for this IntelliSign process

3. Description - brief description of the process (optional)

4. Version Type - Will the Approval Process follow the 'Initial Version's Process' or the 'Additional Versions Process'?

NOTE: Must use the 'Additional Versions Process' if any file's published version is greater than its initial version - version one (1)


5. Approval Type - Determines if Participants have access to full approvals or acknowledgement only functionality.

  • Full Approvals - Allows for downloading/uploading versions including check-in and check-out functionality, version compare, preview,                   management, etc.
  • Acknowledgement Only - Allow for only file previewing and acknowledgement (approval).


6. Check-Out/Check-In - Determines if Participant Downloading and Uploading of Files will force Check-Out and Check-In or if it is optional.

Note
A file that is checked-out cannot be downloaded or have new versions uploaded by anyone other than the participant who checked out the file. This option is defaulted to Optional.


7.  See All Comments - Can participants see comments from all approval steps or only the approval step they are a part of?


8.  Reply-To Employee - the employee notified throughout the signature process for each action taken. (This will default to the user initiating the process. More employees/users can be assigned to be notified before beginning the process)


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