--- title: "Starting an IntelliApprove Process" slug: "starting-an-intelliapprove-process" updated: 2025-03-18T19:40:37Z published: 2025-03-18T19:40:37Z canonical: "wiki.cobblestonesoftware.com/starting-an-intelliapprove-process" --- > ## 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. # 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](/v1/docs/intelliapprove-process-from-record-details), [Document Toolbox](/v1/docs/intelliapprove-process-from-document-toolbox) and [Standard Packages](/v1/docs/intelliapprove-process-from-document-template)), the next step follows the picture below. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Top%20of%20IntelliApprove%20Dashboard.PNG)![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Employees%20to%20Notify.PNG)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. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Document%20Approvers.PNG) **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. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Config%20Group.PNG) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Ready%20to%20Start.PNG)![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20Ready%20to%20Start%20bottom.PNG)Once all of the steps are validated, the process follows the steps of [Accessing Document Collaboration Gateway](https://wiki.cobblestonesoftware.com/docs/notifications-amp-email-alerts-e-signature) and [Approving Documents](/v1/docs/approving-a-document). **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**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/IntelliApprove%20In%20Process.PNG) **Delegating an IntelliApprove Process** After receiving an email to Approve, 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 Approval 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)