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

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

  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

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

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

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

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

  01. Managing E-Approval Flow/Groups
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  03. Approval Groups Grid
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  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

  E-Signature Flow/Groups Overview
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  Adding a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  Adding a Participant to a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

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

  Notifications & Email Alerts - E-Signature
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  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

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

  Configuration Group: Document Authoring
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

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

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

 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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