Starting an IntelliApprove Process

Starting an IntelliApprove Process   

Processing a CobbleStone® IntelliApprove Process

With all four of the previous options of how to begin an IntelliApprove Process covered (From Record Details, Document Toolbox and Standard Packages), the next step follows the picture below.
The process cannot be started until certain actions are performed. The approvers for the document need to be specified (name and email address of the participant(s)). The reason is optional.
 

 Types of Approvers:

There are 3 types of Approvers. Internal, Company Contacts, and External.

An Internal approver is an Employee in your system. They will authenticate with their Contract Insight or SSO credentials. If they do not have credentials a PIN can be configured if that configuration setting is enabled.

A Company Contact approver is a Vendor Contact on a Vendor assigned to the related record. They will authenticate with their Vendor Client Gateway or SSO credentials. If they do not have credentials a PIN can be configured if that configuration setting is enabled. 

An External approver can be anyone outside of your organization. You will simply enter their name and email and they will be emailed a link.

The types of Signers allowed in IntelliApprove can be controlled in Application Configuration under the Document Authoring Group.

Once all of the steps are validated, the process follows the steps of Accessing Document Collaboration Gateway and Approving Documents.

To Return to the Dashboard

After initiating the signing process, return to the signing dashboard by clicking Return To List.

To view updates while the dashboard is open, click Refresh.