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

  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

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

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

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

  Basic Template 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

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

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

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

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

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

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

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

  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

  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

  View/Run This Ad-Hoc Report
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

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

  Managing & Editing a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Contract Checklists & Milestones
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

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

  Copy a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  View Vendor/Client Ratings
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Viewing, Filtering & Sorting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

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

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

  Vendor/Company Details Notes
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

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

  My Tasks
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Viewing & Editing a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Acting Upon/Approving/Rejecting a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  04. Managing & Editing a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

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

  14. Rating & Scoring Solicitation Respondents
Manual: Module: Solicitations
Section(s): Solicitations

  08. Solicitation Notes & Comments
Manual: Module: Solicitations
Section(s): Solicitations

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

  09. Copy a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  03. Editing Employees/Users
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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

  Manage Main Menu: Core Application Menu(s)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

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

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

  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

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

  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

  Manage/Edit a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

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

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

  Add Vendor/Company on Contract Add
Manual: 10. End Users: Vendors/Companies
Section(s): Adding a Vendor/Company

  Manage & Edit the Company Details Screen
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

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

  1.2 Overview of Application Configuration: Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  4.1 Adding a Company Contact in Contract Insight Core
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

  1.3 Managing Access to the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  5.2 Adding a Contact/User through the Gateway
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

  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

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

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

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

  Sorting & Filtering the Ad-Hoc Reports List
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

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

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

  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

  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

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

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

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

  Occurrences/Term
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Manage/Edit a PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

  Search/Edit PO Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

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

  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

  E-Approval Flow/Groups - Document Generation
Manual: Document Templates: Generation/Merging
Section(s): E-Approvals - Document Generation

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

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

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

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

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

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

  Managing Document Package Template
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

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

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

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

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

  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

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

  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

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

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

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

  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

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

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

  Field Update on Compete/Reject
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

  Item List
Manual: 03. Admin User Manual
Section(s): Catalog Manager

  Manage Catalogs
Manual: 03. Admin User Manual
Section(s): Catalog Manager

  Product Service Catalog
Manual: 03. Admin User Manual
Section(s): Catalog Manager

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

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

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

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

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

  02. Question Bank
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  04. Add/View a Survey on a Record
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  05. Product Service Codes
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  17. Product Service Codes
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

  2. Adding a Decision Matrix
Manual: 03. Admin User Manual
Section(s): Decision Matrices

  1. Down Selection/BAFO
Manual: Module: Vendor/Client Gateway
Section(s): Step 6: Down Selection

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

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

  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

  Risk Management with Analytics, AI, and Machine Learning
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

  Manage Main Menu: Work Spaces
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  2. Table Selection
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

  View/Run Ad-Hoc Report
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

  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

  Multi-Factor Authentication (MFA)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Mergeable Clause List
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

  Catalog Item Management
Manual: Module: Purchase Orders
Section(s): Catalog Management

  Shopping Cart - Purchase Orders
Manual: Module: Purchase Orders
Section(s): Catalog Management

  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

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

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

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

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

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

  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

  18. Dutch Auctions
Manual: Module: Solicitations
Section(s): Solicitations

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

  Duplicate Check
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

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

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

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

  View Permissions by Record
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Online Document Editing
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Configuration & Data Migration Scripts
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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