COBBLESTONE SOFTWARE

Contract Insight — User Guide

Notifications & Email Alerts - E-Approvals

Module: Document Collaboration Gateway › Document Collaboration Gateway E-Approvals & E-Signatures › Notifications & Email Alerts - 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

Each step on an approval process's console records whether and when its participant was notified — a timestamp next to "notified" for a step that has emailed its participant, or "not notified" for one that hasn't yet — with a Resend action to trigger another notification email for that step.

2. Key Elements

Each step shows a notified timestamp, or "not notified" if none has gone out
Resend re-sends the notification email for that step's participant

3. Opening an Approval Process's Console

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

Set the status filter to Active and the type filter to Approvals only.
Click Open console on the process's row.

Negotiation Processes filtered to Approvals only and Active with Open console highlighted

4. Checking Who Has Been Notified

On the console, look at the header of each group under Groups and participants:
- A group that has emailed its participants shows notified followed by the date and time (for example, "notified 8/26/2026 4:46 PM").
- A group that hasn't been reached yet shows not notified, and its participants show Pending.
Each participant's line also shows when they were notified (for example, "Vendor Contact · notified 8/26/2026 4:46 PM").

5. Re-sending Notification Emails

To re-notify everyone in a group, click Resend on the group's header. Only the current group can be re-notified.
To re-notify one participant, click the bell icon (Re-send this invitation) on that participant's row. The icon is unavailable for participants whose step hasn't been notified yet.

Approval console with notified timestamps, not notified, Resend buttons and re-send icons highlighted

Note: Groups are notified in order. When the current group is finalized, the next group is notified and its header changes from not notified to a notified timestamp.

6. Quick Reference Summary

Task	How to Complete It
Open an approval's console	Approvals & Signatures → Negotiation Processes → Open console.
See when a group was notified	Console → group header shows notified with date/time, or not notified.
See when a participant was notified	Console → participant line shows notified with date/time.
Re-notify the current group	Group header → Resend.
Re-notify one participant	Participant row → bell icon (Re-send this invitation).