CobbleStone Documentation Wiki Welcome Guest: 7/19/2024 1:55:36 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Wiki Search Engine
Here you can search through the Page Titles, Content, Meta Tags (Keywords) within the wiki.

Note: The search will only run against the selected wiki area.
 
Provide Search Parameters:
 
 
* Search Manual:
select
* Search Type:
select
* Search For:
select
* Word or Phrase:
 
   
Search Results:

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

  Performing a Quick Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

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

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

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

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

  Full Text Indexing
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  Search Contract Files
Manual: 06. End Users: Searching & Reporting
Section(s): Search Files/Notes

  00. Solicitations Overview
Manual: Module: Solicitations
Section(s): Solicitations

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

  12. Assign/Email Respondents to Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

  02. Solicitations Portal Overview
Manual: Module: Solicitations
Section(s): Solicitation Portal

  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

  Document Templates Overview
Manual: Document Templates Management
Section(s): Document Templates Overview

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

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

  Configuration Group: Security
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

  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

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

  Compare Contract Basic Template Versions
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

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

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

  View Contract Records/Files from Search
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  View Contract Record & Attachments from Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

  Contract Attachments on the Vendor/Client Gateway
Manual: 07. End Users: Contracts
Section(s): Contract Details on the Vendor/Client Gateway

  1.3 Managing Access to the 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

  3.1 Contract & Committal Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

  View a PO Template
Manual: Module: Purchase Orders
Section(s): Purchase Order Templates

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

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

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

  3.2 Solicitation & Procurement Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

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

  Issue a PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Templates

  Export/Auto-Attach a PO Template as PDF
Manual: Module: Purchase Orders
Section(s): Purchase Order Templates

  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

  Completed Signature Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

  Completed Approval Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Approval Process

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Uncategorized

  Third Party Paper
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Document Builder Overview
Manual: Document Templates Management
Section(s): Uncategorized

  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

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

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

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

  Approving & Reviewing Documents - E-Approvals
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  Signing Documents - E-Signatures
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

  External E-Sign Setup
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  Folders: Create New
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Folders: Edit and Move
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Folders: Move Files
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Reattach File as PDF
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  OCR PDF
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Convert PDF to Word
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Delete an Attachment
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Initiating an eSignature Process
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

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

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

  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

  Legal Hold
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

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

  Legal Hold
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Legal Hold
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  Legal Hold
Manual: Module: Solicitations
Section(s): Solicitations

  Auto-Generate Template Document
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  Helper Applications
Manual: 00. Helper Applications & Resources
Section(s): Helper Applications

  Update a Record with VISDOM
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Online Document Editing
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  File Restriction on Vendor Records
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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