--- title: "IntelliApprove Process from Document Template" slug: "intelliapprove-process-from-document-template-1" updated: 2026-10-29T17:03:07Z published: 2026-10-29T17:03:07Z canonical: "wiki.cobblestonesoftware.com/intelliapprove-process-from-document-template-1" --- > ## 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. # IntelliApprove Process from Document Template **COBBLESTONE SOFTWARE** Contract Insight — User Guide **IntelliApprove Process from Document Toolbox** *Module: Document Collaboration Gateway › IntelliApprove › IntelliApprove Process from Document Toolbox* **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 Beyond the record-level **Actions** menu, **IntelliApprove** can also be started from within a document's own toolbox. Each file on a record's **Attachments & Templates** tab has a **Document tools** button that opens the **Document Tools** panel, where **IntelliApprove** is listed under **Signatures & approvals**. Starting from the document toolbox opens the **Send a document for approval** dialog with that document already selected. The document toolbox is the same document-authoring surface referenced by Administration's **Mass Process Jobs** (“Merge a template across many records, optionally routing for signature”) and **Merged Documents** review screen. # 2. Key Elements - **Attachments & Templates tab → Document tools → IntelliApprove** starts an IntelliApprove process for that specific document. - The **Document Tools** panel groups tools into **Signatures & approvals** (eSign, IntelliApprove, IntelliSign, IntelliSign Now), **Edit & collaborate**, **Review & compare**, **Copies & conversions**, and **Organise**. Use **Find a tool** to search for a tool by name. - The **Send a document for approval** dialog opens with the document, title, and description pre-filled. You add the people after the process is created. - Administration → **Mass Process Jobs** merges a template across many records, optionally routing for signature. - Administration → **Merged Documents** reviews every document generated from a template. # 3. Opening the Document Toolbox 1. From the Contract Insight homepage, click the **Requests/Contracts** icon in the left navigation bar and select **Contracts**. 2. Click **Manage** on the record that holds the document to be approved. 3. Click the **Attachments & Templates** tab. 4. In the **Files / Attachments** list, locate the document. Use **Search files** or the folder list to narrow the list if needed. 5. Click the **Document tools** (toolbox) icon in that document's **Actions** column. ![Attachments and Templates tab with the Document tools icon outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dt-01-attachments-document-tools.jpg) **Note:** For steps 1–2 with screenshots, see **IntelliApprove Overview**, Section 3. # 4. Starting IntelliApprove from the Document Toolbox 1. The **Document Tools** panel opens, showing the document's name, type, version, and size. 2. Under **Signatures & approvals**, click **IntelliApprove**. (You can also type “IntelliApprove” in the **Find a tool** box.) ![Document Tools panel with IntelliApprove and Find a tool outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dt-02-document-tools-intelliapprove.jpg) # 5. Completing the Send a Document for Approval Dialog The **Send a document for approval** dialog opens with the selected document already chosen and the **Title** and **Description** pre-filled. ![Send a document for approval dialog pre-filled from the document toolbox, with fields outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dt-03-send-for-approval-prefilled.jpg) 1. **Document from this record (required):** confirm the document selected from the toolbox, or choose another document attached to the record. 2. **Title (required):** defaults to the document name. Edit it if needed; this becomes the process name. 3. **Description (optional):** pre-filled with default instructions for participants. Edit as needed. 4. **Replies go to (required):** the employee who receives replies. This defaults to the current user. 5. **Approval type:** **Full approvals** or **Acknowledge only**. 6. **Track changes in the document:** **Yes** or **No**. 7. **Checking the document out:** **Optional** or **Required before editing**. 8. **Approvers can see each other's comments:** **Yes** or **No**. 9. Click **Create process**. (Click **Cancel** to close the dialog without creating a process.) # 6. Completing the Process Setup After you click **Create process**, the process console opens so you can add the people. Nothing is sent until you click **Start process**. ![IntelliApprove process setup console with key buttons and fields outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ia-05-intelliapprove-setup.jpg) 1. **Employees to tell** and **Company contacts to tell:** search for people and click **Add** to notify them. 2. **Approval groups:** click **Add participant** to add the people who will approve. 3. Under **Process Settings**, review **What they are being asked for**, **Taking the document away to revise**, and **Comments**, then click **Save settings**. 4. Click **Start process** to send the document for approval, or **Cancel process** to discard it. Once started, the process console shows an **INTELLIAPPROVE** badge. For details on setup options and managing a running process, see **IntelliApprove Overview**, Sections 7 and 8. # 7. Related Administration Tools Administrators can find the template-merge tools referenced above in Administration. 1. Click the **Application settings** icon at the bottom of the left navigation bar. 2. Scroll to **Templates & Presentation**. 3. Click **Mass Process Jobs** to merge a template across many records (optionally routing for signature), or **Merged Documents** to review every document generated from a template. ![Administration page with Application settings, Mass Process Jobs, and Merged Documents outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dt-04-admin-merge-tools.jpg) # 8. Related Articles - IntelliApprove Overview - IntelliSign Process from Document Toolbox