---
title: "IntelliApprove Process from Document Template"
slug: "intelliapprove-process-from-document-template"
updated: 2024-08-22T14:59:14Z
published: 2024-08-22T14:59:14Z
canonical: "wiki.cobblestonesoftware.com/intelliapprove-process-from-document-template"
---

> ## 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

### **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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Merged%20Templates.png)

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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1a(8).png) The next screen presents two options to **IntelliApprove** a document from that document package. One is an icon directly on a file:

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Icon%20From%20Package.PNG)

The other is on the package side menu:

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Intelli%20Actions%20from%20Package.PNG)

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.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20IntelliApprove%20Process(3).PNG)

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.

NoteA 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)