---
title: "Managing E-Signature & PIN"
slug: "managing-e-signature-amp-pin-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/managing-e-signature-amp-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.

# Managing E-Signature & PIN

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Managing E-Signature & PIN**

*Module: Document Collaboration Gateway › Document Collaboration Gateway Settings & Functionality (Internal Users) › Managing E-Signature & PIN*

**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

Each user manages their own e-signatures and Secure PIN from the **My Signature Settings** page, opened from the user menu in the top-right corner. The page describes itself as “Your saved e-signatures and document-collaboration Secure PIN,” and has three sections: **My Secure PIN**, **My Default Signature**, and **My Signatures**. Saved signatures can be uploaded as an image, drawn, or typed, and one of them can be set as the default that is pre-selected when you e-sign.

A PIN requirement is managed at the process level, shown as a **SECURE PIN** badge on the process console alongside its Status and Steps summary — when set, the signer supplies that PIN as part of completing their signing step, adding a second factor beyond simply opening the signing page.

# 2. Key Elements

- **My Signature Settings**: opened from your name in the top-right corner of any page.
- **My Secure PIN**: the **Secure PIN** field and **Save PIN** button. “Your PIN is required to access the document-collaboration gateway.”
- **My Default Signature**: the **Choose a signature** drop-down and **Save Default** button. This is “The signature pre-selected when you e-sign.”
- **My Signatures**: lists your saved signatures, with an **Add New Signature** button.
- **Add New Signature** window: a **Title** plus three ways to create the signature — **Upload**, **Draw**, or **Type**.
- **SECURE PIN** badge on the console indicates a PIN is required for that process.
- The PIN is entered as part of completing a signing step, not at general sign-in.

# 3. Navigating to My Signature Settings

1. From the Contract Insight homepage, click your name in the top-right corner to open the user menu.
2. Select **My Signature Settings**.

![User menu with My Signature Settings highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-user-menu.png)

The My Signature Settings page opens, showing the **My Secure PIN**, **My Default Signature**, and **My Signatures** sections.

# 4. Setting or Changing Your Secure PIN

1. Navigate to **My Signature Settings** (see Section 3).
2. In the **My Secure PIN** section, enter your PIN in the **Secure PIN** field.
3. Click **Save PIN**.

![My Secure PIN section with Secure PIN field and Save PIN button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-secure-pin.png)

**Note:** Keep your PIN private. You will need it to access the document-collaboration gateway and to complete a signing step on any process marked **SECURE PIN** (see Section 7).

# 5. Adding a Saved Signature

## 5a. Opening the Add New Signature Window

1. Navigate to **My Signature Settings** (see Section 3).
2. In the **My Signatures** section, click **Add New Signature**.

![My Signatures section with Add New Signature button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-add-new-signature-button.png)

1. In the **Add New Signature** window, enter a **Title** (for example, “My initials”).
2. Choose how to create the signature: **Upload** (Section 5b), **Draw** (Section 5c), or **Type** (Section 5d).

## 5b. Uploading a Signature Image

1. In the Add New Signature window, click the **Upload** tab.
2. Click **Choose File** and select your signature image. Accepted formats are PNG, GIF, JPG, or SVG, up to 200 × 72 pixels (250 wide for SVG).
3. Click **Save**.

![Add New Signature window, Upload tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-add-signature-upload.png)

## 5c. Drawing a Signature

1. In the Add New Signature window, click the **Draw** tab.
2. Draw your signature in the box using your mouse, stylus, or touchscreen. Click **Clear** to erase it and start over.
3. Click **Save**.

![Add New Signature window, Draw tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-add-signature-draw.png)

## 5d. Typing a Signature

1. In the Add New Signature window, click the **Type** tab.
2. Enter your name in the **Type your signature** field.
3. Choose a font (for example, Segoe Script or Lucida Handwriting), a size (9 pt to 25 pt), and a color (**Black**, **Dark Blue**, or **Light Blue**).
4. Check the preview below the drop-downs, then click **Save**.

![Add New Signature window, Type tab with preview](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-add-signature-type.png)

**Note:** Click **Cancel** or the **×** in the window header to close the window without saving.

# 6. Setting Your Default Signature

1. Navigate to **My Signature Settings** (see Section 3).
2. In the **My Default Signature** section, select a saved signature from the **Choose a signature** drop-down. Select **None** to have no signature pre-selected.
3. Click **Save Default**.

![My Default Signature section with Choose a signature drop-down and Save Default button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08-default-signature.png)

**Note:** The drop-down only lists signatures you have saved. Add at least one signature first (see Section 5).

# 7. Checking a Process's PIN Requirement

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)

1. Find the process using the type filter (**Approvals and signatures**, **Approvals only**, or **Signatures only**), the status filter, or the **Search** box.
2. Click **Open console** on the process row.

![Negotiation Processes list with filters, Search, and Open console button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/10-negotiation-list.png)

1. Review the summary at the top of the console: **Status**, **Groups**, **Participants**, **Files**, and **Created**. When the process requires a PIN, a **SECURE PIN** badge is shown alongside this summary.
2. Review **Groups and participants** to see each signer and their status. Click the **Signature receipt** icon to see who signed what, and when.

![Process console with status summary, Groups and participants, and Signature receipt icon](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/11-process-console.png)

**Note:** When a process shows the **SECURE PIN** badge, each signer enters their Secure PIN (see Section 4) as part of completing their signing step.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open My Signature Settings | Your name (top-right) → **My Signature Settings**. |
| Set or change your Secure PIN | My Secure PIN → enter **Secure PIN** → **Save PIN**. |
| Add a signature | My Signatures → **Add New Signature** → enter a **Title** → **Upload**, **Draw**, or **Type** → **Save**. |
| Set your default signature | My Default Signature → **Choose a signature** → **Save Default**. |
| Check whether a process requires a PIN | **Approvals & Signatures → Negotiation Processes** → **Open console** → look for the **SECURE PIN** badge. |
| See who signed and when | Process console → **Signature receipt** icon. |