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

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

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

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

  3. Filters & Conditions
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

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

  Adding a "One-Off" Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  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

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

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

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

  Manage/Edit & Delete Reports
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

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

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

  03. Approval Groups Grid
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 Participant to a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  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

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

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

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

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

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

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

  On-Screen Validation Messages
Manual: 03. Admin User Manual
Section(s): Workflow Management

  On-Screen Validation Messages
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  Risk Management with Analytics, AI, and Machine Learning
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

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

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

  4. Filters & Conditions
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
Section(s): VISDOM & Risk Management

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

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

  Notification Template Side Menu
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

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

  Default for Open Source Software
Manual: Open Source Attribution & Licenses
Section(s): Open Source Software

  Creating Record Flow Templates
Manual: 03. Admin User Manual
Section(s): Record Flow Templates

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