Optional Add-On Module for the collaboration of documents between internal and external users/participants. This module utilizes E-Approval (Electronic Approval) and/or E-Signature (Electronic Signature) processing to support full online negotiation via a secure online portal.
DOCUMENT COLLABORATION & E-SIGNATURE
ENHANCEMENTS
ENHANCEMENT: Global Setting to Disable Delegation for Approvals and Signatures
Reference #: 260320.1157.25437
We’ve added a new configuration setting that allows organizations to prevent users from delegating their approval or signature responsibilities. This feature helps ensure that only the intended, authorized individuals can complete approval and signing tasks, supporting stronger governance and compliance.
System Administrators can now enable the Disable Delegation setting within the General system configuration.
- When Disable Delegation is set to True, the option for users to delegate participants during approval or signature workflows is removed.
- When set to False, users will continue to see the delegate option as they do today.
This feature provides organizations with more control over their workflow integrity by ensuring that sensitive actions—such as approvals and signatures—cannot be reassigned without oversight.
ENHANCEMENT: Setting to Prevent Approvers from Uploading Documents During Review
Reference #: 260320.345.26562
We’ve added a new configuration setting that gives organizations greater control over how documents are handled during the approval process in Document Collaboration.
With this feature, System Administrators can choose to prevent approvers from uploading files while completing their approval tasks. When enabled, approvers will still be able to review and edit documents directly within the built‑in editor, but they will no longer be able to upload revised versions from outside the system. This helps maintain document version integrity by ensuring that all edits stay within the platform.
System Administrators can manage this setting by navigating to:
Manage/Setup → Application Configuration → Document Authoring → Prevent Document Uploading for Approvers
- When this setting is True, approvers can view and edit documents in the platform but cannot upload new versions.
- When False, approvers may upload documents as part of the approval process, consistent with current behavior.
This enhancement helps organizations ensure consistent document handling, reduce version risks, and maintain tighter control during approval workflows.
ENHANCEMENT: Ability to Pre‑Configure Signature Placeholders in Document Templates
Reference #: 260320.1157.10621
We’ve introduced an enhancement that streamlines the signing process by allowing signature, date, and text placeholders to be added directly within document templates—before the template is ever merged onto a record. This means users no longer need to re‑create placeholder locations each time a template is used, saving time and ensuring consistent placement across every document generated from that template.
With this enhancement, template designers and administrators can:
- Add predefined placeholders to templates using Microsoft Word or the CobbleStone Editor
- Supported placeholder formats include:
- {---Signer---} for Signature
- {---Date---} for Date
- {---Text---} for Text
- Supported placeholder formats include:
- Assign participants to those placeholders directly within the template
- Ensure all documents created from the template use a controlled, placeholder‑based signing process rather than freeform signing
- Maintain placeholder integrity throughout merge, approval, and signature steps
During the signing process, the system automatically reads the placeholder positions, applies the correct participants, and replaces each placeholder with the appropriate signature block—ensuring accuracy and consistency across all documents.
If users remove placeholders during editing, those placeholders will be removed for the rest of the workflow. To maintain proper signing behavior, each placeholder must be assigned a participant before a signature process can begin.
Where to Access This Feature
You can add or manage placeholders within Document Authoring Manager: Template Overview by navigating to:
Content Setup → Attachments → Add Placeholders
This option appears for Word and PDF files attached to a template and works similarly to assigning placeholders during the merge process—but now happens at the template level.
This update provides a more efficient, reliable, and user‑friendly signing experience by ensuring templates are fully prepared for signatures before they are ever used.
DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS
RESOLUTION: Mismatched Page Orientation Causing Signature and Text Misalignment After Document Signing
Reference #: 260320.345.24372
We resolved an issue in IntelliSign where signatures and accompanying text (such as name and title) appeared correctly aligned during the signing process but shifted out of place once the document was completed. This misalignment occurred on documents that used a different page orientation during signing than the rest of the document.
The system now correctly accounts for page orientation throughout the signing process, ensuring that signatures and text blocks remain in their intended positions when the document is finalized.
With this update, signatures will consistently appear where they were placed, regardless of document orientation.