IntelliSign Process from E-Approvals
  • 30 Jan 2024
  • 1 Minute to read
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IntelliSign Process from E-Approvals

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Article Summary

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IntelliSign Process from E-Approvals   

CobbleStone® IntelliSign: After E-Approval

Users can begin the IntelliSign Process from the Completed E-Approval Screen by clicking IntelliSign.

Completed Approval Process
The user is given only one option of a file from which to choose. A title for the process must be supplied. A user must also indicate if signatures will be allowed anywhere on the document or if the signature areas will be specified. Lastly, a user must designate the employee to oversee the process.
New IntelliSign Modal

1. Select File - determine the file to be electronically signed with the IntelliSign Process. 

Note: This should default to the file that has been approved in the approval process.


2. Title - a title for this IntelliSign process

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

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

5.  Reply-To Employee - This employee who will be 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)

 

 

 

 



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