---
title: "IntelliSign Process from E-Approvals"
slug: "intellisign-process-from-e-approvals-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/intellisign-process-from-e-approvals-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 Process from E-Approvals

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

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**IntelliSign Process from E-Approvals**

*Module: Document Collaboration Gateway › IntelliSign › IntelliSign Process from E-Approvals*

**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

Since approvals and signatures are managed on the same **Negotiation Processes** hub, a document that has just finished an E-Approvals Process can move directly into an **IntelliSign**-handled Signatures Process on the same record, without leaving the Approvals & Signatures area.

The usual sequence is: confirm the approval process shows **Process Completed**, open the record from the approval console, start the signature process from the record's **Actions** menu, then track it back on Negotiation Processes.

# 2. Key Elements

- Approval and signature processes on the same record both live under **Negotiation Processes**.
- A completed approval process can be followed by starting a signature process (**IntelliSign** or otherwise) on the same document.
- The **Type** column separates **Approval** processes from **Signature** processes, and the **Status** column shows when one is **Process Completed**.
- A completed console shows “This process is completed/finalized,” with each group marked **finalized**.
- The **Open record** icon on the console goes straight to the record the process belongs to.
- The record's **Actions → Document Processing** menu holds **Approval Processes**, **Signature Processes**, **IntelliApprove**, and **IntelliSign**.

# 3. Navigating to Negotiation Processes

1. From the Contract Insight homepage, click the **Approvals & Signatures** icon in the left navigation bar.
2. Select **Negotiation Processes**.

![Approvals and Signatures menu with Negotiation Processes highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09-negotiation-menu.png)

# 4. Confirming the Approval Process Is Complete

1. Navigate to **Approvals & Signatures → Negotiation Processes** (see Section 3).
2. Leave the type filter on **Approvals and signatures** and use the **Search** box to find the record's processes.
3. Find the **Approval** row for the document and check that its status is **Process Complete**. Any signature process already started on the same record appears in the same list.
4. Click **Open console** on the approval row.

![Negotiation Processes list showing a completed approval process and a signature process on the same record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ea-02-process-list.png)

1. On the console, confirm the banner reads “This process is completed/finalized” and that the summary shows **Status: Process Completed**, with every group finalized.
2. Click the **Open record** icon at the top right to go to the record.

![Completed E-Approvals Process console with completed banner, status summary, finalized groups, and Open record icon](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ea-03-approval-complete.png)

# 5. Starting the IntelliSign Signatures Process

1. On the record, click **Actions**.
2. Scroll to **Document Processing** and click **IntelliSign** to start a new signature process on the record. To see the record's existing signature processes instead, click **Signature Processes**.
3. Follow the IntelliSign setup to choose the document and signers. See **Starting an IntelliSign Process** for the full steps.

![Record Actions menu with Approval Processes, Signature Processes, and IntelliSign highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ea-04-record-actions.png)

**Note:** The badge next to the record title (for example, **APPROVAL AND SIGNATURE PENDING**) shows where the record is in its approval and signature cycle.

# 6. Tracking the Signatures Process

1. On the record, click **Actions → Signature Processes**. Negotiation Processes opens filtered to this record, with the type filter set to **Signatures only**.
2. Find the signature process and click **Open console**. Click **Show all processes** to remove the record filter, or **Open record** to go back to the record.

![Negotiation Processes filtered to one record's signature processes, with Signatures only filter, Open record, and Show all processes](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ea-05-record-signature-processes.png)

1. On the signature console, confirm it is a **Signatures Process** on the same record as the approval.
2. Review the status summary and each signing group's progress. Groups show **finalized** once all their signers have acted.
3. Click the **Signature receipt** icon to see who signed what, and when.

![Completed E-Signatures Process console on the same record, with status summary, finalized groups, and Signature receipt icon](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ea-07-signature-console.png)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Negotiation Processes | **Approvals & Signatures → Negotiation Processes**. |
| Confirm the approval is complete | Find the **Approval** row → **Open console** → check for **Process Completed**. |
| Go from the approval to the record | Approval console → **Open record** icon. |
| Start the IntelliSign process | Record → **Actions → IntelliSign**. |
| See the record's signature processes | Record → **Actions → Signature Processes**. |
| See who signed and when | Signature console → **Signature receipt** icon. |