---
title: "IntelliApprove Process from Record Details"
slug: "intelliapprove-process-from-record-details"
updated: 2024-08-22T14:59:09Z
published: 2024-08-22T14:59:09Z
canonical: "wiki.cobblestonesoftware.com/intelliapprove-process-from-record-details"
---

> ## 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 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**.

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

Begin a New **IntelliApprove Process** by clicking **New IntelliApprove Process**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Begin%20IntelliApprove%20from%20Side%20Menu.PNG)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. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20IntelliApprove%20Process(2).PNG)

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'?

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)