.png){kind=logo}
Patch 22.5.1 - Module: Document Collaboration & E-Signature
- 06 Aug 2025
- 1 Minute to read
- Print
- DarkLight
Patch 22.5.1 - Module: Document Collaboration & E-Signature
- Updated on 06 Aug 2025
- 1 Minute to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback!
Optional Add-On Module for the collaboration of documents between internal and external users/participants. This module utilizes E-Approval (Electronic Approval) and/or E-Signature (Electronic Signature) processing to support full online negotiation via a secure online portal.
DOCUMENT COLLABORATION & E-SIGNATURE
ENHANCEMENTS
ENHANCEMENT: Document Collaboration Templates
Reference #: 250804.1157.7942
CobbleStone has expanded the Document Templates offered out-of-the-box! The following new Document Templates have been added:
Contracts
- CobbleStone Doc Template - Business Associate Agreement
- CobbleStone Doc Template - NDA
- CobbleStone Doc Template - Termination of Agreement
Counterparty
- CobbleStone Doc Template - Change of Address
- CobbleStone Doc Template - Merger or Acquisition
- CobbleStone Doc Template - Signature Authorization
E-Procurement
- CobbleStone Doc Template - E-Sourcing - Bid Cancel
Prior to initial use, CobbleStone strongly recommends:
1. Reviewing the attachments for each Document Template with your company's appropriate representative/legal team.
2. Updating company-specific information for each attachment.
3. Verifying accuracy of placeholders within each attachment. Placeholders are set using out-of-the-box fields available on new system configuration and may not be appropriate for your company's specific configuration of Contract Insight.
2. Updating company-specific information for each attachment.
3. Verifying accuracy of placeholders within each attachment. Placeholders are set using out-of-the-box fields available on new system configuration and may not be appropriate for your company's specific configuration of Contract Insight.
How will this affect users?
End users with permission to manage/use Document Templates will have a starting point for some common document processes.
DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS
RESOLUTION: Unable to replace signatories in an Active Signature Process
Reference #: 250804.1157.12627
Users were unable to replace signers from the Document Process Manager: Signature Process Dashboard. This issue has been resolved and signers can be replaced as designed.
RESOLUTION: IntelliSign signature formatting is inconsistent
Reference #: 250804.345.14058
Some users were experiencing inconsistent formatting of the signature attached during the IntellSign Now and IntelliSign E-Sign processes. Adjustments have been made to the signature orientation to resolve this issue and ensure proper signature placement.
RESOLUTION: Document Template for Requests cannot be merged under a specific scenario
Reference #: 250804.1157.16756
A Document Template created for the Requests Template Area with the Request Task Details subtable added were not mergeable onto a record if Employee Details fields were also added to the template. This has been resolved and the template under this scenario can be merged as expected.
Was this article helpful?
