---
title: "Setting Signature Place Holders"
slug: "setting-signature-place-holders"
updated: 2025-03-18T19:40:31Z
published: 2025-03-18T19:40:31Z
canonical: "wiki.cobblestonesoftware.com/setting-signature-place-holders"
---

> ## 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.

# Setting Signature Place Holders

![IntelliSign Logo](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliSign%20-%202023%20-%20Vertical%20-%20transparent(4).png)

### **Setting Signature Place Holders**

**CobbleStone® IntelliSign: Setting Signature Place Holders** Click **Set eSignature Locations** to open the **Document Collaboration Gateway**. ![Set E-Signature Locations Button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(105).png) Once in the gateway, navigate to the position where the place holders should be set. Drag a signature placeholder from the side menu onto the document. ![Placeholders On Document](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20Placeholder%20Signatures%20On%20Document.PNG) There are also placeholders for Dates and for Text. The size of the placeholder can be changed by dragging the edges of the placeholder box. The signature participants are chosen from a dropdown list on the side menu. The options are from the list of signers specified before the [IntelliSign Process](https://wiki.CobbleStone®software.com/docs/starting-an-intellisign-process) or [E-Signature Process](https://wiki.CobbleStone®software.com/docs/e-signature-processing-1) was started.

![Participant Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Signature%20Dropdown.PNG)

![Placeholder on Signature Line](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Placeholder%20placed.PNG) Once the placeholder is set, click **Return** to get back to the dashboard and then begin the signature process if all other criteria are completed as well.

![Return to Dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Return%20To%20Dashboard.PNG)

**Delegating an IntelliSign Process**

After receiving an email to Approve/Sign, the participant will be able to click the ***Delegate a Participant*** button to delegate the process.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741885792011.png)

Once delegated, a notice will appear at the top of the Signing process page. Note that the person who delegated their Signature will only be able to *view* the document(s). They will also still receive email notifications of the process status.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741885825606.png)

The Employee delegated to can delegate to *another* Employee. And the Company Contact delegated to can delegate to *another* Company Contact. An External participant can only delegate to another External Participant (enter an email address).

**Delegate to External Participant**

A configuration setting is available for IntelliApprove/IntelliSign which enables delegation to an ***external** email address*.

This setting can be found under *Manage/Setup* > *Application Configuration* > *Config Settings*.

On the Application Configuration page, select *Document Authoring* from the Configuration Group dropdown and it is the first setting under Authentication.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741722433164.png)Configuration Setting

When set to **false**, it will work the same as E-Approval/E-Signature (Employee can *only* delegate to another Employee and Company Contact can *only* delegate to another Company Contact).

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741725788947.png)

When set to ***true***, Employees and Company Contacts will have the additional ability to delegate to an *external* email address.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741725694723.png)

Once it is delegated to an external email, that external user can only enter another Email Address to delegate to and will not be presented with a list of Employees or Company Contacts. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741724312798.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/setting-signature-place-holders-image-6z9y0361.gif)