---
title: "Manage E-Signatures and PIN"
slug: "manage-e-signatures-and-pin-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/manage-e-signatures-and-pin-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.

# Manage E-Signatures and PIN

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Manage E-Signatures and PIN**

*Module: Document Collaboration Gateway › Document Collaboration Gateway Settings & Functionality (External Users) › Manage E-Signatures and PIN*

**Note:** This article covers the Vendor/Client Gateway (external users). Gateway contacts follow Sections 3 and 4. Sections 5 and 6 are for Contract Insight administrators and begin at the Contract Insight homepage.

# 1. Overview

A Vendor/Client Gateway contact manages their own e-signature setup, including any signing PIN, from **My Approval & Signature Settings**. This page is in the Gateway menu's **Electronic Documents** group, next to **My Assignments**. It is the Gateway counterpart to the signature selector and signature placeholder mechanics that internal employees use (see **E-Approvals & E-Signatures**).

Administrators control whether these pages appear in the Gateway from **Administration → Navigation Menu**, using the **Vendor/Client Gateway** workspace. The external e-signature providers available across both the internal and Gateway signing flows (**DocuSign**, **Adobe Acrobat Sign**, **SignNow**, and **DocJuris**) are configured under **Administration → External ESign**.

# 2. Key Elements

- **Gateway menu → Electronic Documents → My Approval & Signature Settings**: where a vendor or client contact manages their own e-signature setup and PIN.
- **Gateway menu → Electronic Documents → My Assignments**: the contact's list of approval and signature steps assigned to them.
- **Modules_DAC**: the module tag on the Electronic Documents group. Its pages appear only where that module is available.
- The signing mechanics (placing a signature, choosing a signature, submitting it) match those used internally, scoped to the contact's own account.
- **Administration → Navigation Menu** (Vendor/Client Gateway workspace): where administrators check or change the Gateway menu.
- **Administration → External ESign**: where the DocuSign, Adobe Acrobat Sign, SignNow, and DocJuris integrations are configured.

# 3. Opening My Approval & Signature Settings (Gateway Contacts)

1. Sign in to the Vendor/Client Gateway.
2. In the Gateway menu, open **Electronic Documents**.
3. Select **My Approval & Signature Settings**.
4. Review or update your signature setup and signing PIN.

# 4. Viewing Your Assigned Signatures (Gateway Contacts)

1. In the Gateway menu, open **Electronic Documents**.
2. Select **My Assignments** to see the approval and signature steps waiting on you.
3. Open a step to sign. When signing, place your signature, choose the signature to use, and submit it, the same way internal signers do.

# 5. Checking the Gateway Menu (Administrators)

1. From the Contract Insight homepage, click the **Administration** icon and open **Navigation Menu**.
2. In **Workspace**, select **Vendor/Client Gateway**. The label shows **inactive** if the Gateway menu isn't in use, and the count beside it shows how many people see the menu.
3. If a banner says some items point at a page that doesn't exist in this application, those items are marked **UNAVAILABLE**. Click **Review them** to see the list.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_navigation_menu_workspace.jpg)

1. Scroll to the **Electronic Documents** card (tagged **Modules_DAC**). Confirm it contains **My Assignments** and **My Approval & Signature Settings**, and check whether either is marked **UNAVAILABLE**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_gateway_menu_electronic_docs.jpg)

**Note:** Items marked **UNAVAILABLE** appear greyed out in the Gateway sidebar and explain themselves when a contact selects them. If **My Approval & Signature Settings** is unavailable, contacts can't reach their signature settings from the Gateway.

# 6. Configuring E-Signature Providers (Administrators)

1. Click the **Administration** icon. In **Search administration**, type **ESign**.
2. Click **External ESign** (under **Integrations**).

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_admin_external_esign.jpg)

1. Select the integration to configure: **DocuSign**, **Adobe Acrobat Sign**, **SignNow**, or **DocJuris**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_external_esign.jpg)

**Note:** The connection status of each provider (for example, **credentials on file** or **not set up**) is shown at the top of **Approvals & Signatures → E-Signatures**.

# 7. Quick Reference Summary

| Task | Where | Action |
| --- | --- | --- |
| Manage your signature and PIN (Gateway contact) | Gateway → Electronic Documents | **My Approval & Signature Settings** |
| See signatures waiting on you (Gateway contact) | Gateway → Electronic Documents | **My Assignments** |
| Check the Gateway menu (admin) | Administration → Navigation Menu | Workspace = **Vendor/Client Gateway** |
| Find unavailable Gateway menu items (admin) | Navigation Menu banner | **Review them** |
| Configure e-signature providers (admin) | Administration → External ESign | Select DocuSign, Adobe Acrobat Sign, SignNow, or DocJuris |