---
title: "IntelliSign Overview"
slug: "intellisign-overview-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/intellisign-overview-1"
---

> ## 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.

# IntelliSign Overview

**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

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

![Record Actions menu with Document Processing and IntelliSign highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/intellisign-01-actions-intellisign.png)

1. 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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/intellisign-02-record-intellisign-processes.png)

# 4. Sending a Document for Signature with IntelliSign

1. On the IntelliSign view (see Section 3), click **+ New signature process**.
2. In **Send a document for signature**, select the **Document from this record** to be signed.
3. Enter a **Title** (what is being signed) and an optional **Description** with anything the participants should know.
4. Choose who **Replies go to**.
5. Select **How signatures are placed**: **In places you set in advance** or **Anywhere the signer chooses**.
6. 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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/intellisign-03-send-document-for-signature.png)

**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**. |