COBBLESTONE SOFTWARE

Contract Insight — User Guide

IntelliSign Overview

Module: Document Collaboration Gateway › IntelliSign › IntelliSign Overview

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

IntelliSign is CobbleStone's own signing mechanism, started from Actions → IntelliSign (Document Processing group) on a record, alongside Approval Processes, Signature Processes, and IntelliApprove — CobbleStone's built-in alternative to routing a signature through DocuSign, Adobe Acrobat Sign, or another external provider.

2. Key Elements

Actions → IntelliSign (Document Processing group) starts an IntelliSign process
An alternative to the external DocuSign / Adobe Acrobat Sign / SignNow integrations

3. Opening IntelliSign on a Record

From the Contract Insight homepage, open the record (for example, Requests/Contracts → Contracts, then click Manage on the contract's row).
Click Actions in the upper-right corner of the record.
Scroll to the Document Processing group and select IntelliSign.

Record Actions menu with Document Processing and IntelliSign highlighted

The Negotiation Processes page opens, filtered to Signatures only and to signature requests raised on documents in this record (the banner reads "Showing only this record's processes"). Click Open console on a row to track an existing request.

IntelliSign processes for a record with New signature process, banner, filters and Open console highlighted

4. Sending a Document for Signature with IntelliSign

On the IntelliSign view (see Section 3), click + New signature process.
In Send a document for signature, select the Document from this record to be signed.
Enter a Title (what is being signed) and an optional Description with anything the participants should know.
Choose who Replies go to.
Select How signatures are placed: In places you set in advance or Anywhere the signer chooses.
Click Create process, or Cancel to close without creating it.

IntelliSign Send a document for signature window with all fields, Cancel and Create process highlighted

Note: Document from this record, Title, and Replies go to are required; Create process stays unavailable until they are filled in.

5. Quick Reference Summary

Task	How to Complete It
Open IntelliSign for a record	Record → Actions → Document Processing → IntelliSign.
Track an IntelliSign request	IntelliSign view → Open console.
Send a document for signature	IntelliSign view → + New signature process.
Choose the document and title	Document from this record → Title.
Set where signers sign	How signatures are placed → in advance, or anywhere the signer chooses.
Create the request	Complete the required fields → Create process.