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Contract Insight Version:
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Version Released On:
Friday, October 8, 2021
 
   
 
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  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Report Designer Documentation
Manual: Report Designer Manual
Section(s): Report Designer Overview

  System Requirements
Manual: 03. Admin User Manual
Section(s): Manual Overview

  Dashboard Manager
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  My Dashboards
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  02. Security: Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  02. View and Edit Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  Administration Overview
Manual: 03. Admin User Manual
Section(s): Manual Overview

  Audit Log
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  Searching the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Manual Generation
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Application Setup
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  App Config: Overview
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Ad-Hoc Wizard Overview
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  View/Run This Ad-Hoc Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  Field Mapper
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  Contracts Overview
Manual: 07. End Users: Contracts
Section(s): Contracts Overview

  Adding a Contract Attachment
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Contract Checklists & Milestones
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Contract Price/Cost Schedule
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Link Contracts
Manual: 07. End Users: Contracts
Section(s): Contract Details

  View Contract History
Manual: 07. End Users: Contracts
Section(s): Contract Details

  View Vendor/Client Ratings
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Calendar Recent Activity
Manual: 05. End Users: Home Page Options
Section(s): My Calendar

  Calendar Views
Manual: 05. End Users: Home Page Options
Section(s): My Calendar

  Dashboards Overview
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  Dashboard Docks
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  Vendor/Company Details Notes
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Attach a File to Company Details
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Pending Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

  Reviewing Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Contract Tasks Overview
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  02. Find/Search Solicitations
Manual: Module: Solicitations
Section(s): Solicitations

  03. Adding a Solicitation
Manual: Module: Solicitations
Section(s): Solicitations

  07. Solicitation Attachments
Manual: Module: Solicitations
Section(s): Solicitations

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

  06. Solicitations Workflow
Manual: Module: Solicitations
Section(s): Solicitations

  15. Solicitations Questions & Answers
Manual: Module: Solicitations
Section(s): Solicitations

  14. Rating & Scoring Solicitation Respondents
Manual: Module: Solicitations
Section(s): Solicitations

  08. Solicitation Notes & Comments
Manual: Module: Solicitations
Section(s): Solicitations

  1.1 Vendor/Client Gateway Overview
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  Attachment Check-In/Check-Out
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Bulk Import: Contract Attachments
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  02. Schedule Manager
Manual: 03. Admin User Manual
Section(s): App Config: Schedule Manager/Scheduled Jobs

  03. Editing Employees/Users
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  01. License Types Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Manage Main Menu: Core Application Menu(s)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Template Overview
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Select Mergeable Fields
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Image Library
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  2.1 Contract & Committal Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Task Productivity Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  Configuration Group: Security
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Legacy Custom Searches
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Viewing/Downloading Contract Attachments
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Attachment Level Viewing Privileges
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Contract Request Attachments & Notes
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

  1.2 Overview of Application Configuration: Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  4.1 Adding a Company Contact in Contract Insight Core
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

  1.3 Managing Access to the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  2.2 Solicitation & Procurement Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.3 Contract & Committal Request Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.4 Company Contacts & Users Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.5 Vendor/Customer Information Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  5.1 Creating an Account on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  1.7 Manage Main Menu: Vendor/Client Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  Overview of Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

  5.4 Changing Your Password
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  My Ad-Hoc Reports List Overview
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Add a Purchase Order Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  App Config: Purchase Orders
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  Manage PO Template
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  Departments & Divisions
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Add/Search/Delete Attachments for PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  Viewing Public Solicitations
Manual: Module: Vendor/Client Gateway
Section(s): Users: Public Searches

  Contract Details PO Line Item Grid
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

  01. Manage Schedulers
Manual: 03. Admin User Manual
Section(s): App Config: Schedule Manager/Scheduled Jobs

  Document Packages Without E-Approvals/E-Signatures
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages Without E-Approvals & E-Signatures

  Managing Electronic Approval Groups, Participants & Attachments
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Approval Process

  Managing Electronic Signature Groups, Participants & Attachments
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

  Rules & Conditions
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Referenced Clauses
Manual: Document Templates Management
Section(s): Manage Document Package Template

  02. Adding An Approval Group
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  04. Adding A Participant to an Approval Group
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  Generate New Document Package
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages

  Access E- Approval/Signature Processes Assigned
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  Manage E-Signatures and PIN
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

  Access E- Approval/Signature Processes Assigned
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

  IntelliSign Process from Standard Packages
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Starting an IntelliSign Process
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

  Send E-mail from Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  16. Post Bid/Opportunity
Manual: Module: Solicitations
Section(s): Solicitations

  Create New Import/Update Template
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Language Resources
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  System Health Check
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  IP Address Restrictions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  System Dashboards
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Document Library
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Workflow Visualizer
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Configuration Group: SMS Messaging
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Single Sign On Configuration
Manual: Module: Single Sign On
Section(s): Single Sign On Configuration

  1. Using an Assigned Decision Tree
Manual: 12. Surveys and Decision Trees
Section(s): 1. Decision Trees

  Approving a Document
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

  Contract Status Update
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  Manage E-Approval Clause Restrictions
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  1. Creating an EZ Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): EZ Ad-Hoc Reports

  Header Overview
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

  Send Secure Email
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  Manage Main Menu: Work Spaces
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Ad-Hoc Report Wizard: Overview
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

  6. Assigned To
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

  View/Run Ad-Hoc Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

  05. Advanced/User-Defined Permission Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Bulk Text Extraction and File Migration Tool
Manual: 03. Admin User Manual