COBBLESTONE SOFTWARE

Contract Insight — User Guide

Types of Authentication

Module: Document Collaboration Gateway › Document Collaboration Gateway E-Approvals & E-Signatures › Types of Authentication

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

Participants in an e-approval or e-signature process can be authenticated in different ways. Internal users reach their steps through the standard application sign-in and the My Assignments page. Participants who receive an emailed link sign in according to the document template's Participant sign-in setting: either Open link (the link alone opens the document) or Secure PIN (the participant must also enter a PIN before completing their step). A running process's console flags the method with a badge — for example SECURE PIN, or INTELLISIGN / INTELLIAPPROVAL when IntelliSign or IntelliApprove handling applies.

2. Key Elements

• Standard application sign-in is the baseline authentication for reaching My Assignments and the steps assigned to you.
• Participant sign-in on a document template's Template overview shows Open link or Secure PIN.
• The Secure PIN authentication option in Template overview information turns PIN-based authentication on for documents generated from the template.
• The SECURE PIN badge on a process console flags PIN-based authentication for that process.
• The INTELLISIGN (or INTELLIAPPROVAL) badge flags that IntelliSign or IntelliApprove handling applies, with participants listed by email address.

3. Authentication Types at a Glance

4. Standard Application Sign-In

Internal users who are signed in to Contract Insight open their steps from the homepage (Awaiting action) or from Approvals & Signatures › My Assignments, then click Sign now. No additional PIN is requested unless the template uses Secure PIN.

5. Setting Secure PIN Authentication on a Template

1. From the Contract Insight homepage, open Administration, search for Document Templates, and open the template.
2. On Core setup › Template overview, check Participant sign-in. It reads Open link or Secure PIN.
3. Click Edit on the Template overview panel.

4. In Template overview information, under Options, check Secure PIN authentication to require a PIN, or clear it to use an open link.
5. Click Save, or Cancel to leave without changes.

Note: The setting applies to documents generated from the template after it is saved. Processes already running keep the method they started with.

6. Identifying the Authentication Type on a Process

6a. Secure PIN

1. Go to Approvals & Signatures › Negotiation Processes and click Open console on the process.
2. A SECURE PIN badge at the right of the summary bar shows that participants must enter a PIN to complete their step.

6b. IntelliSign and IntelliApprove

1. Open the process console as above.
2. An INTELLISIGN (or INTELLIAPPROVAL) badge shows that IntelliSign or IntelliApprove handling applies. Participants are listed by email address with their source (for example, IntelliSign for Employees).

7. Quick Reference Summary