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

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

  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

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

  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

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

  Workflow Tasks Based on Contract Status
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Workflow Tasks Based on Contract Type
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

  Assign Fields by Contract Type
Manual: 03. Admin User Manual
Section(s): Field Manager

  Online Report Designer - Insight Reporter
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  04. Security Groups
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Quick Stats Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  Custom SubTables
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  Contract Request Process Overview & Planning
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

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

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

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

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

  Manage Current Sessions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Manage License Types
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  Audit Logging
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  Add a Contract Record
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

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

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

  Vendor/Company Ratings & Scorecard
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

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

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

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

  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

  02. Adding an Employee/User
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  03. Assigning & Managing an Employee/User's Permissions
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

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

  Default for Module Overview
Manual: Module: Solicitations
Section(s): Uncategorized

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

  Manage Global Header & Footer
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  Workflow Tasks Based on Department
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

  Add a Contract by Vendor/Client
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

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

  Filtering & Sorting Find/Search Contracts List
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Modifying Columns Displayed on the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  1.4 Managing Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  1.5 Managing Emails on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  1.6 Additional Gateway Configuration Settings
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

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

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

  Contract & Committal Content
Manual: 01. Insight Wiki Overview
Section(s): Uncategorized

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

  Create a PO from a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

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

  Manage PO Fields (PO Details Screen)
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  Manage PO Fields (PO Line Item Screen)
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

  Contract Types
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

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

  Creating a New Third Party Paper Template
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

  XXXX
Manual: Document Templates Management
Section(s): Uncategorized

  Managing Document Package Template
Manual: Document Templates Management
Section(s): Uncategorized

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

  Manage E-Approval/E-Signature Processes
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)

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

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

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

  Data Import Manager Overview
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Mass Transfer Contracts From/To Employees
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  Mass Update Contract Field Values
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  Mass Transfer Contract Tasks
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

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

  Downloading & Populating Import/Update Templates
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Uploading & Processing Import/Update Templates
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Application Theme and Style
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Language Resources
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Quick Search Configuration
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Create a New Workflow
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  Scheduled Jobs - Requests
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Scheduled Jobs - Requests
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Schema Explorer
Manual: 03. Admin User Manual
Section(s): Field Manager

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

  01. Surveys/Questionnaires: Overview
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

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

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

  1. Decision Matrix Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

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

  6. Assigned To
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

  Risk Mapper and Profiler
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

  REST API Overview and Sample Application
Manual: System APIs & Integrations
Section(s): Integration Overview

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

  Sub-Tables on Add Screen
Manual: 03. Admin User Manual
Section(s): Field Manager

  Approval and Signature Process Templates
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups, E-Signature Flow/Groups

  1.8 Manage Gateway File Categories
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  Data Aggregator Overview
Manual: Module: Data Aggregator Service
Section(s): Data Aggregator Service

  Add Sub-Table Lines
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

  01. Solicitation Types
Manual: Module: Solicitations
Section(s): Solicitations

  Field Manager History
Manual: 03. Admin User Manual
Section(s): Field Manager

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

  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

  Create/Edit/Delete a Notification Template
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Session Performance
Manual: