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Friday, October 8, 2021
 
   
 
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  Log-in
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  Location Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

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

  Create User-Defined/Custom Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

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

  Contract Notes & Comments
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  01. Importing Companies
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  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

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

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

  12. Assign/Email Respondents to Solicitation Records
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

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

  Task Alerts on a Contract Record
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Solicitation Record Alerts
Manual: 04. End User General Information
Section(s): E-mail Notifications & Alerts

  Task Alerts on a Solicitation Record
Manual: 04. End User General Information
Section(s): E-mail Notifications & Alerts

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

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

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

  Configuration Group: Emailer/Email Manager
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

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

  Managing and Editing Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  Manage a Basic Template for a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

  1.6 Additional Gateway Configuration Settings
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  5.3 Logging In/Forgot Password
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

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

  4.2 Activating a Company Contact Account
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

  Email a Purchase Order
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

  E-Approvals Processing
Manual: Document Templates Management
Section(s): Managing Generated Document E-Approvals & E-Signatures

  E-Signature Processing
Manual: Document Templates Management
Section(s): Managing Generated Document E-Approvals & E-Signatures

  E-Approvals Processing
Manual: Document Templates: Generation/Merging
Section(s): E-Approvals - Document Generation

  E-Signature Processing
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

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

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

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

  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

  Task Creation and Management
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  07. Scheduled Jobs - Vendors & Customers
Manual: 03. Admin User Manual
Section(s): App Config: Schedule Manager/Scheduled Jobs

  Configuration Group: Requests
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

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

  Risk Management with VISDOM Artificial Intelligence Overview
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

  CobbleStone Electronic Signatures Overview
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  Bulk Text Extraction and File Migration Tool
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  Email Inbox Monitoring
Manual: 03. Admin User Manual
Section(s): Email Inbox Monitoring

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

  CobbleStone Systems Helper Applications
Manual: 02. Implementing Contract Insight
Section(s): Integrations Information

  Configuration Group: POP3 E-mail Drop Box
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Advanced File Search
Manual: 06. End Users: Searching & Reporting
Section(s): Advanced File Search

  Natural Language Processing (NLP)
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  1.9 Multi-Factor Authentication
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.