---
title: "IntelliSign Process from Record Details"
slug: "intellisign-process-from-record-details-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/intellisign-process-from-record-details-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 Record Details

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

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**IntelliSign Process from Record Details**

*Module: Document Collaboration Gateway › IntelliSign › IntelliSign Process from Record Details*

**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

Starting **IntelliSign** from **Record Details** means opening a record's **Actions** menu directly from its default landing tab and choosing **IntelliSign** — the same direct entry point pattern used for IntelliApprove from Record Details. IntelliSign opens the **Negotiation Processes** page filtered to that record, where you can review the record's existing signature processes or start a new one using a document already attached to the record.

# 2. Key Elements

- **Record Details tab → Actions → IntelliSign:** the IntelliSign option is listed under the **Document Processing** group of the Actions menu, alongside External Esign, Approval Processes, Signature Processes, and IntelliApprove. It mirrors the IntelliApprove-from-Record-Details entry point.
- **Negotiation Processes page:** opens filtered to the current record (for example, “Showing only this record's processes - Contracts #5”) and set to **Signatures only**. Use **Open record** to return to the record, or **Show all processes** to remove the record filter.
- **New signature process:** opens the **Send a document for signature** dialog, which lists only documents attached to this record.
- **Open console:** opens an existing process so you can review its documents, participants, signing groups, signature fields, and process settings. Nothing is sent until you click **Start process**.

# 3. Navigating to a Contract Record

1. From the Contract Insight homepage, click the **Requests/Contracts** icon in the left navigation bar.
2. Select **Contracts**.

![Requests/Contracts menu with Contracts selected](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-navigate-contracts.jpg)

1. On the **Contracts** list, locate the record you want to send for signature. Use the **Search** box, column filters, or the view drop-down (for example, **All Contracts**) to narrow the list.
2. Click **Manage** on that record's row to open its Record Details.

![Contracts list with the Manage button outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-contracts-list-manage(2).jpg)

# 4. Starting IntelliSign from Record Details

1. The record opens on its default landing tab (in this example, **MSA Details**). You do not need to switch tabs to start IntelliSign.
2. Click the **Actions** button in the upper-right corner of the record.

![Record Details default tab and Actions button outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-record-details-actions.jpg)

1. Scroll to the **Document Processing** group at the bottom of the Actions menu.
2. Click **IntelliSign**.

![Actions menu with IntelliSign outlined under Document Processing](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-actions-intellisign.jpg)

**Note:** If IntelliSign does not appear in the Actions menu, confirm that IntelliSign is enabled for your system and that your security group has access to it.

# 5. Reviewing the Record's Signature Processes

The **Negotiation Processes** page opens, showing only the signature processes raised on documents in this record, with the controls to intervene in a running one.

![Negotiation Processes page filtered to the record with key controls outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-signature-processes.jpg)

- **New signature process:** starts a new IntelliSign process for this record (see Section 6).
- **Open record:** returns to the record's Record Details.
- **Show all processes:** removes the record filter and shows processes for all records.
- **Process type filter:** choose **Approvals and signatures**, **Approvals only**, or **Signatures only** (the default when opened from IntelliSign).
- **Status filter:** choose **Any status**, **Active**, **Paused**, **Completed**, **Rejected**, **Cancelled after starting**, or **Cancelled before starting**.
- **Started only:** select to hide processes that have not been started yet.
- **Search:** find a process by name or other column values.
- **Open console:** opens that process's console (see Section 7).

# 6. Creating a New Signature Process

1. On the Negotiation Processes page, click **New signature process**. The **Send a document for signature** dialog opens.
2. Complete the fields below.

![Send a document for signature dialog with fields outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-send-document-for-signature.jpg)

- **Document from this record (required):** choose the document to be signed. Only documents attached to the current record are listed.
- **Title (required):** enter what is being signed. This becomes the process name.
- **Description (optional):** add anything the participants should know.
- **Replies go to (required):** the employee who receives replies. This defaults to the current user.
- **How signatures are placed:** choose **In places you set in advance** to lay out signature fields before sending, or **Anywhere the signer chooses** to let signers place their own signature.

1. Click **Create process**. (Click **Cancel** to close the dialog without creating a process.)

# 7. Completing the Process Setup

After the process is created, its console opens. The console lists everything the process needs before it goes out — nothing is sent until you start it. A status badge such as **NOT READY - REVIEW EACH ITEM BELOW** appears beside the process name until all required items are complete. You can also reach this page at any time by clicking **Open console** on the Negotiation Processes page.

![IntelliSign process console with key buttons and fields outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-process-console.jpg)

1. **Documents:** confirm the correct document and version are listed.
2. **Employees to tell:** use **Search people...** and click **Add** to notify internal employees. Click the red **×** beside a name to remove it.
3. **Company contacts to tell (optional):** use **Search contacts...** and click **Add** to notify external contacts.
4. **Signing groups:** click **Add participant** to add the people who will sign.
5. **Signature fields:** if the process uses fields set in advance, click **Place signature fields** (or **Signature fields** at the top of the page) to lay them out on the document. For more information, see **Setting Signature Place Holders**.
6. Under **Process Settings**, review the following and click **Save settings**:
  - **Name of this process** and **Description** (shown in the email participants receive).
  - **How they sign:** **Electronically, in the system** or **On paper - they download, sign and upload it back**.
  - **Where they sign:** **Only where fields have been placed** or **Anywhere on the document**.
  - **How the signed files come back:** **One attachment per document** or **All of them as a single PDF**.
7. When every item is complete, click **Start process** to send the document for signature. To discard the process instead, click **Cancel process**.

# 8. Related Articles

- IntelliSign Overview
- Starting an IntelliSign Process
- Setting Signature Place Holders
- IntelliSign Process from E-Approvals
- IntelliSign Process from Standard Packages