--- title: "Signing Documents - E-Signatures" slug: "signing-documents-e-signatures" updated: 2025-03-18T19:40:13Z published: 2025-03-18T19:40:13Z canonical: "wiki.cobblestonesoftware.com/signing-documents-e-signatures" --- > ## 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 ### **Signing Documents - E-Signatures** **Document Collaboration Gateway E-Approvals & E-Signatures: Signing Documents** Once the link to the Document Collaboration Portal is clicked, on the next screen, a participant can click **Reject Document(s)/Process** from the **Actions Dropdown Menu** to cancel the entire process. Clicking this rejects the entire signature process. The participant is first be asked to submit a reason why the process is being rejected. Anyone who has already taken action on the document will be alerted as well as the employee assigned to oversee the process. This button should only be used if the participant no longer wants the process to continue. If the process is rejected, a new process has to be started if necessary. ![Document Collaboration Gateway with Actions Dropdown Open](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Reject%20Process.png) If **Free Signing** is enabled, the user gets to the screen below. There is no specified place for them to sign. They are able to reject the document/process on this screen. ![Placeholder on Document](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Free%20Sign%20Example.PNG) Once the participant drags the **Signature Icon** where he or she want to sign, that participant is prompted to sign the document. A participant can **Draw**, **Type**, or use a **saved signature** (if applicable). ![Signature Type Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Signature%20Options.PNG) Once the participant accepts their signature, it is applied to the document as specified. ![Signature on Document](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Free%20Signature%20on%20Document.PNG) Once the document is signed, the participant can click **Verify and Complete** in the top left of the side menu. ![Verify and Complete](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Side%20Menu%20w%20Verify%20and%20Complete.PNG) A pop-up window displays. The participant verifies the signing by clicking **Complete** to finish the process. ![Complete My Signature Popup](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(23).png) Once completed, the Side Menu shows the status of the action required for the assigned participant. ![Signature Process Finalized Message](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Side%20Menu%20Completed.PNG) Once the entire process is complete, the user who began the process can see if the process has been completed in its entirety. Any participants are able to download a copy of the signed document from this screen by clicking **Download**. After the process is complete, on the dashboard for the process, the user assigned to it is able to take further action. By clicking **Completed Files**, the pop-up window gives the user the option to attach the signed document to the record. The file is saved under the **Files/Attachments** section of the record. ![Completed File Process](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/signing-documents---e-signatures-image-semahufz.png) **External eSigning** As an alternative to CobbleStone®'s signing gateway, the External eSign is available for license. The External eSign Manager can connect to Adobe Acrobat Sign or DocuSign. If connecting to DocuSign, CobbleStone®'s connector works with OAuth for clients utilizing a single sign-on system. **Prompt Before Signing / Approving** This is a new feature to CobbleStone® that enables companies to add their own Terms and Conditions, which the Signer must accept before they can sign the document. The Admin of the system can Enable or disable this feature, as well as edit the Terms and Conditions section. Only once the signer accepts the Terms and conditions, will they be allowed to sign the document. The system will log the date and time when the Signer accepted the Terms and conditions. If the Signer had previously opened the same document and agreed to the Terms and Conditions, they will not be asked to accept the Terms and Conditions again for that document as the signer already accepted it previously. ![Terms and Conditions Bar](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1677857041826.png) **CONFIGURATION** Admins may choose to Disable / Enable this feature in their system. To do so, go to : **Manage Setup** > **Application Configuration** > **Config Settings** In the drop down box to select Configuration Group, choose Document Authoring. You’ll see 2 App Config settings associated with this feature : 1) **Terms and Conditions**: Enabling this will make the Signer first agree to the Terms and Conditions before he / she can sign the document. 2) **Terms and Conditions Content**: The Terms and Conditions content to show the Signer. **Delegating Signatures** After receiving an email to 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-1741881111374.png) Once delegated, a notice will appear at the top of Signing process page. Note that the person who delegated their Approval/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/signing-documents---e-signatures-image-ipsn5isw.gif) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741881139890.png) Within the E-Approval/E-Signature process, delegation from an Employee can **only** be made to another Employee and delegation from a Company Contact can **only** be made to another Company Contact. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1741881168025.png) The Employee delegated to can delegate to *another* Employee. And the Company Contact delegated to can delegate to *another* Company Contact.