IntelliApprove Process from Record Details

IntelliApprove Process from Record Details   

CobbleStone® IntelliApprove: from Record Details

Click  CobbleStone® IntelliApprove on the side menu of the Record Details screen to open the IntelliApprove portal.

Begin a New IntelliApprove Process by clicking New IntelliApprove Process.
A pop-up window displays and options of all the files associated with the record display. Select a file, 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. File from Record - This is where you users determine what file will be electronically signed with the IntelliApprove Process. 

Note: Select the file to sign electronically from the available files on the record details screen.

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'?

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.

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)