---
title: "IntelliApprove Process from Document Toolbox"
slug: "intelliapprove-process-from-document-toolbox"
updated: 2024-08-22T14:59:05Z
published: 2024-08-22T14:59:05Z
canonical: "wiki.cobblestonesoftware.com/intelliapprove-process-from-document-toolbox"
---

> ## 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 Toolbox

### **IntelliSign Process from Document Toolbox**

**CobbleStone® IntelliSign: from Document Toolbox** From the **Contract/Request Details** screen, under the **Files/Attachments** section, a red toolbox next to each file is presented. ![Document Toolbox Icon](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Toolbox%20.png)

Click the **toolbox** icon. The option to **IntelliApprove** **the document** is present.

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

Next, a pop-up window on which the option to select from among all files associated with the record displays. Select a file, title the process, indicate if signatures will be allowed anywhere on the document or if the signature areas will be specified. Lastly, designate the employee to oversee the process.

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

1. **File from Record -** determine which file will be electronically approved in this process.

**Note: This will default to the file for which the toolbox icon was clicked.**  

2. **Title -** title for this IntelliApprove 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)