---
title: "IntelliSign Process from Document Toolbox"
slug: "intellisign-process-from-document-toolbox"
updated: 2024-01-30T19:10:35Z
published: 2024-01-30T19:10:35Z
canonical: "wiki.cobblestonesoftware.com/intellisign-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.

# IntelliSign Process from Document Toolbox

### ![IntelliSign Logo](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliSign%20-%202023%20-%20Vertical%20-%20transparent(5).png)

### **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 **Esign** **the document** is present. ![Document Toolbox](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Esign%20Document.png)After clicking the link, the option to use the CobbleStone® IntelliSign tool displays.

**Note:** An option for Adobe Acrobat Sign and/or DocuSign is here as well. In order for this to function, a **Contract Insight Connection** module has to be purchased and then set up in the **Application Configuration** settings.

Click **CobbleStone® IntelliSign** to proceed. ![E-Signature Types](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Document%20Tools%20-%20Esignature.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.

![New IntelliSign Overview](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(37).png)

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

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

2. **Title -** title for this IntelliSign process

3. **Description -** brief description of the process (optional)

4. **S****igning Action** **-** if signature placeholders will be set up for signers or if they can select where to sign (Free Form Signing)

5. **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)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/intellisign-process-from-document-toolbox-image-sm0xx3e5.gif)