---
title: "Signing Documents - E-Signatures"
slug: "signing-documents-e-signatures-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/signing-documents-e-signatures-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.

# Signing Documents - E-Signatures

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Signing Documents - E-Signatures**

*Module: Document Collaboration Gateway › Document Collaboration Gateway E-Approvals & E-Signatures › Signing Documents - E-Signatures*

**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

The signing page renders the full document being signed, page by page, beneath its **Place** / **My signature** / **Decline** / **Cancel** / **Submit signature** toolbar, so the signer can scroll through every page of the underlying agreement before placing their signature and submitting. Signers reach the signing page from the **Sign now** button on their homepage or from the **Your signature is pending** badge on the record.

# 2. Key Elements

- The homepage **Awaiting action** tab lists each document waiting for your signature, with a **Sign now** button.
- A record with a document waiting for your signature shows a **Your signature is pending** badge, which opens the signing portal.
- The full document renders beneath the signing toolbar, page by page.
- Signers can scroll through the entire document before submitting.
- The toolbar (**Place**, **My signature**, **Decline**, **Cancel**, **Submit signature**) stays fixed at the top while scrolling.

# 3. Opening a Document to Sign

## 3a. From the Homepage

1. From the Contract Insight homepage, check the **Approvals & signatures** count.
2. On the **Awaiting action** tab, locate the document (it is tagged **Signature**, with the record name and your role).
3. Click **Sign now**. The signing page opens in a new browser tab.

![Homepage with Approvals & signatures count, Awaiting action tab, signature request, and Sign now highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/sig-10-awaiting-action.png)

## 3b. From the Record

1. Open the record the document belongs to (for example, **Requests/Contracts** → **Contracts** → **Manage**).
2. Click the **Your signature is pending** badge beside the record name to sign on the signing portal.

![Contract record header with the Your signature is pending badge highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/sd-01-signature-pending-badge.png)

# 4. Reviewing the Document

1. On the signing page, scroll through the document. Every page of the agreement renders beneath the toolbar.
2. The toolbar stays fixed at the top of the page while you scroll, so you can place your signature or submit from any page.

*[Screenshot to come: signing page showing the toolbar and the document rendered page by page.]*

# 5. Using the Signing Toolbar

| Button | Use It To |
| --- | --- |
| **Place** | Place your signature on the document. |
| **My signature** | Choose whose signature fills a placed Signature placeholder (see *Setting Signature Place Holders - E-Signatures*). |
| **Decline** | Decline to sign the document. |
| **Cancel** | Leave the signing page without submitting. |
| **Submit signature** | Submit your signature once it is placed. |

*[Screenshot to come: signing toolbar with Place, My signature, Decline, Cancel, and Submit signature highlighted.]*

# 6. Signing and Submitting

1. Open the document to sign (see Section 3).
2. Review every page of the document (see Section 4).
3. Use **Place** and **My signature** to place your signature where required.
4. Click **Submit signature**.

*[Screenshot to come: placed signature and Submit signature button.]*

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Find documents waiting for your signature | Homepage → **Awaiting action** tab. |
| Open the signing page | **Sign now** on the homepage, or the **Your signature is pending** badge on the record. |
| Review the document | Scroll through the pages beneath the signing toolbar. |
| Place your signature | Toolbar → **Place** / **My signature**. |
| Submit | Toolbar → **Submit signature**. |
| Refuse to sign | Toolbar → **Decline**. |
| Leave without signing | Toolbar → **Cancel**. |