---
title: "IntelliSign Process from Record Details"
slug: "intellisign-process-from-record-details"
updated: 2024-01-30T19:10:46Z
published: 2024-01-30T19:10:46Z
canonical: "wiki.cobblestonesoftware.com/intellisign-process-from-record-details"
---

> ## 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)

### **IntelliSign Process from Record Details**

**CobbleStone® IntelliSign: from Record Details**

Click **CobbleStone® IntelliSign** on the side menu of the **Record Details screen** to open the **IntelliSign portal**. ![Document Processing on Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Document%20Processing%20Side%20Menu.PNG)

Begin a New **IntelliSign Process** by clicking **New IntelliSign Document Signing**. ![IntelliSign Process Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667517639644.png)A pop-up window displays and options of all the files associated with the record display. Select a file, title the process, and determine if signatures will be allowed anywhere on the document or if the signature areas will be specified. Finally, indicate the employee to oversee the process. ![New IntelliSign Modal](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Intellisign%20info%20popup.png) 1. **File from Record -** This is where you users determine what file will be electronically signed with the IntelliSign Process.

**Note:** Select the file to sign electronically from the available files on the record details screen.

2. **Title -** title for this IntelliSign process 3. **Description -** brief description of the process (optional) 4. **Signing Action** **-** if signature placeholders will be set up for signers or if the signers can select where to sign (Free Form Signing). 5. **Reply-To Employee -** the employee notified throughout the signature process for each action taken. (This defaults 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-record-details-image-avhfduud.gif)