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	00. Helper Applications & Resources Helper Applications Helper Applications Web Plugin Install Instructions 01. Insight Wiki Overview Insight Wiki How-To's How to Use and Navigate Through the Wiki Wiki Page Layout Navigating the Wiki Table of Contents Searching the Wiki Manual Generation 02. Implementing Contract Insight Planning- Contracts Things to Consider Initial Setup Data Planning Templates Departments & Divisions Contract Types Contract Categories Contract Statuses Locations Occurrences/Term Employees/Users Vendors/Companies Integrations Information CobbleStone Systems Helper Applications 03. Admin User Manual Manual Overview Administration Overview Best Practices Recommendations Configuration Group: General System Disclaimer of Warranty System Requirements Master Reference Data Management & Setup Department/Division Management Auto Extract Text Basic Template Management Contract Category Management Contract Occurrence Management Record Status Management Record Type Management Location Management Clause Library Management File Attachment Categories NAICS Code Management Adding MRD Records In-Line Data Import Manager Data Import Manager Overview Create New Import/Update Template Downloading & Populating Import/Update Templates Uploading & Processing Import/Update Templates Mass Transfers & Updates for Contracts Mass Transfer Contracts From/To Employees Mass Update Contract Field Values Mass Transfer Contract Tasks App Config Wizard AppConfig Wizard External E-Sign Setup Application Theme and Style Application Setup Full Text Indexing Manage Application Data Manage Current Sessions Manage Main Menu: Work Spaces Manage Main Menu: Core Application Menu(s) Manage License Types Image Library Language Resources System Health Check Nonworking Days IP Address Restrictions Quick Search Configuration System Dashboards Document Library Multi-Factor Authentication (MFA) Search Engine Configuration Session Performance Temporary System Lockout Online Document Editing App Config: Configuration Groups App Config: Overview Configuration Group: Emailer/Email Manager Configuration Group: Employees Configuration Group: POP3 E-mail Drop Box Configuration Group: Contracts Configuration Group: Passwords Configuration Group: Schedule Manager Configuration Group: Security Configuration Group: Solicitations Configuration Group: SMS Messaging Configuration Group: Requests Configuration Group: Document Authoring App Config: Schedule Manager/Scheduled Jobs 02. Schedule Manager 03. Scheduled Jobs: Contracts 04. Scheduled Jobs: Reports 05. Scheduled Jobs: Solicitations 06. Scheduled Jobs: Requests 07. Scheduled Jobs - Vendors & Customers 01. Manage Schedulers Account Maintenance Bulk Import Data Custom SubTables Field Mapper Bulk Import: Contract Attachments Manage Global Header & Footer Configuration & Data Migration Scripts Field Manager Create User-Defined/Custom Fields Managing and Editing Fields Assign Fields by Contract Type Schema Explorer Sub-Tables on Add Screen Field Manager History Duplicate Check Employee/User Management 01. License Types Overview 02. Adding an Employee/User 03. Editing Employees/Users 04. Employee List 05. Employee Groups & Roles Legal Hold View Permissions by Record Vendor/Customer Management 01. Importing Companies 05. Product Service Codes 02. View and Edit Company/Vendor 03. Add Contacts to Company/Vendor 04. Company/Vendor Rating & Scorecard File Restriction on Vendor Records Workflow Management Advanced Workflow Manager Workflow Tasks Based on Contract Type Workflow Tasks Based on Department Workflow Tasks Based on Contract Status Create a New Workflow Criteria Creation and Management Task Creation and Management Field Update on Compete/Reject Task Status Manager On-Screen Validation Messages Workflow Visualizer Open Statuses Open Task Pop-Up Workflow History Auto-Generate Template Document Searching & Reporting Audit Logging Online Report Designer - Insight Reporter Quick Stats Analysis Task Productivity Analysis Catalog Manager Item List Manage Catalogs Product Service Catalog Employee/User Permissions 01. Security: Permissions Overview 02. Security: Management 03. Assigning & Managing an Employee/User's Permissions 04. Security Groups 05. Advanced/User-Defined Permission Management Decision Matrices 1. Decision Matrix Overview 2. Adding a Decision Matrix 3. Assigning Employees to a Matrix VISDOM & Risk Management Natural Language Processing (NLP) Risk Management with VISDOM Artificial Intelligence Overview Risk Management with Analytics, AI, and Machine Learning Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts Risk Mapper and Profiler Bulk Text Extraction and File Migration Tool Email Inbox Monitoring Email Inbox Monitoring Alerts & Notifications 01. Creating a Notification Template Notification Template Side Menu Create/Edit/Delete a Notification Template Record Flow Templates Creating Record Flow Templates 04. End User General Information General Navigation in Contract Insight Log-in Search Results Audit Log Side Menu Show/Hide E-mail Notifications & Alerts Solicitation Record Alerts Task Alerts on a Solicitation Record Header Area and Top & Side Menus Header Overview News Items Notifications Chat Changing Work Spaces Cloud Drives File Queue 05. End Users: Home Page Options My Calendar Calendar Overview & Navigation Calendar Views Calendar Filtering Calendar Recent Activity Exporting My Calendar Dashboards Dashboards Overview Dashboard Manager My Dashboards Dashboard Docks 06. End Users: Searching & Reporting Find/Search Contracts Searching & Reporting Overview Field Level Searching/View All Filtering & Sorting Find/Search Contracts List Modifying Columns Displayed Exporting Search Results View Contract Records/Files from Search Quick Search Performing a Quick Search Filtering & Sorting the Quick Search Results List Modifying Columns Displayed Exporting the Quick Search Results List View Contract Record & Attachments from Search Searching with the Search Engine Search Files/Notes Search Contract Files Search Contract Notes Advanced File Search Advanced File Search 07. End Users: Contracts Contracts Overview Contracts Overview Contract Record Alerts Adding a Contract Add a Contract Record Add Contract From File Add a Contract by Vendor/Client Add Sub-Table Lines Contract Details Managing & Editing a Contract Record Contract Checklists & Milestones Contract Notes & Comments Contract Price/Cost Schedule Contract Financials Copy a Contract Record Link Contracts Contract Company Information View Vendor/Client Ratings View Contract History Send E-mail from Contract Record Legal Hold Progress Bar Send Secure Email Spend Analytics Update a Record with VISDOM Contracts: Additionally Assigned Assign Additional Departments to a Contract Assign Additional Employees to a Contract Assign Additional Locations to a Contract Assign Additional Vendors/Companies to a Contract Contract Attachments Adding a Contract Attachment Attachment Check-In/Check-Out Folders: Create New Folders: Edit and Move Reattach File as PDF Viewing/Downloading Contract Attachments Attachment Level Viewing Privileges Folders: Move Files OCR PDF Convert PDF to Word Delete an Attachment Online Document Editing Contract Basic Templates Create a Basic Template on a Contract Record Document Versions Manage a Basic Template for a Contract Record Compare Contract Basic Template Versions Exporting a Basic Template Contract Details on the Vendor/Client Gateway Contract Records on the Vendor/Client Gateway Contract Attachments on the Vendor/Client Gateway Contract Notes on the Vendor/Client Gateway 08. End Users: Tasks Contract Tasks Acting Upon/Approving/Rejecting a Task Contract Tasks Overview On-Screen Validation Messages Task Alerts on a Contract Record Adding a "One-Off" Task My Tasks Viewing & Editing a Task Assign Additional Employees to a Task Repeating/Recurring Tasks Deleting Tasks: Bulk Delete 09. End User: Contract Requests Contract Request Process Contract Request Process Overview & Planning Create a Contract Request Reviewing Contract Requests Accepting/Rejecting a Contract Request Create a Contract from a Contract Request Searching Contract Requests Managing & Exporting the Contract Request List Screens Sorting & Filtering the Contract Request List Screens Pending Contract Requests Contract Request Details Manage/Edit a Contract Request Contract Request Attachments & Notes Legal Hold 10. End Users: Vendors/Companies Adding a Vendor/Company Companies Overview Add a Vendor/Company Add Vendor/Company on Contract Add Add Counterparty In-Line Vendor/Company List Viewing, Filtering & Sorting the Company List Modifying Columns Displayed on the Company List Exporting the Company List View Company Contracts Vendor/Company Details Legal Hold Vendor/Company Contract Requests Vendor/Company News Alerts Viewing the Vendor/Company Details Screen Manage & Edit the Company Details Screen Attach a File to Company Details Vendor/Company Contacts Vendor/Company Details Notes Link Vendor/Company Records Vendor/Company Ratings & Scorecard View Vendor/Company Record Activity Map Vendor/Company Location 11. End Users: Ad-Hoc Reports/Searches Ad-Hoc Report Wizard Ad-Hoc Report Wizard: Overview Exporting Ad-Hoc Reports 1. Report Manager: Overview Page 2. Table Selection 3. Field Selection 4. Filters & Conditions 5. Sort Order 6. Assigned To 7. Email Schedule View/Run Ad-Hoc Report Ad-Hoc Report Wizard: Legacy Reports Ad-Hoc Wizard Overview 2. Field Selection 3. Filters & Conditions 4. Sort Order 5. Assigned To 6. Email Schedule View/Run This Ad-Hoc Report Ad-Hoc Report List My Ad-Hoc Reports List Overview View/Run Report Manage/Edit & Delete Reports Sorting & Filtering the Ad-Hoc Reports List Legacy Custom Searches EZ Ad-Hoc Reports 1. Creating an EZ Report 12. Surveys and Decision Trees 1. Decision Trees 1. Using an Assigned Decision Tree 2. Surveys/Questionnaires 01. Surveys/Questionnaires: Overview 02. Question Bank 03. Survey List 04. Add/View a Survey on a Record Hiding Surveys Document Templates Management Document Templates Overview Document Templates Overview Manage Document Package Template Mergeable Content & Attachments Template Overview Select Mergeable Fields Rules & Conditions Referenced Clauses Static Content Mergeable Clause List Mergeable Subtables - Manage Layout Third Party Paper Sub-Tables Mergeable Sub-Tables Mergeable Subtables - Manage Layout E-Approval Flow/Groups 01. Managing E-Approval Flow/Groups 02. Adding An Approval Group 03. Approval Groups Grid 04. Adding A Participant to an Approval Group Approval and Signature Process Templates E-Signature Flow/Groups E-Signature Flow/Groups Overview Adding a Signature Group Adding a Participant to a Signature Group Approval and Signature Process Templates Managing Generated Document E-Approvals & E-Signatures E-Approvals Flow/Groups E-Approvals Processing E-Signature Flow/Groups E-Signature Processing Document Templates: Generation/Merging Generated Document Packages Generated Document Packages Generate New Document Package Manage Generated Document Package E-Approvals - Document Generation E-Approval Flow/Groups - Document Generation E-Approvals Processing E-Signature - Document Generation E-Signature Flow/Groups - Document Generation Creating a New Third Party Paper Template E-Signature Processing Setting Signature Place Holders - E-Signatures Audit Log History & Merged Content - Document Generation Audit Log History & Merged Content Generated Document Packages Without E-Approvals & E-Signatures Document Packages Without E-Approvals/E-Signatures Manage Electronic Approval Process Completed Approval Processes Managing Electronic Approval Groups, Participants & Attachments Manage Electronic Signature Process Completed Signature Processes Managing Electronic Signature Groups, Participants & Attachments Module: Data Aggregator Service Data Aggregator Service Data Aggregator Overview Configure the Integration Reading Results Module: Document Collaboration Gateway Document Collaboration Gateway E-Approvals & E-Signatures Signing Documents - E-Signatures Types of Authentication Approving & Reviewing Documents - E-Approvals Notifications & Email Alerts - E-Approvals Notifications & Email Alerts - E-Signature Initiating an eApproval Initiating an eSignature Process CobbleStone Electronic Signatures Overview Document Collaboration Gateway Settings & Functionality (Internal Users) Managing E-Signature & PIN Access E- Approval/Signature Processes Assigned Manage E-Approval/E-Signature Processes Contract Status Update Manage E-Approval Clause Restrictions Document Collaboration Gateway Settings & Functionality (External Users) Manage E-Signatures and PIN Access E- Approval/Signature Processes Assigned Signing a Document Approving a Document IntelliSign IntelliSign Overview IntelliSign Process from Document Toolbox IntelliSign Process from E-Approvals IntelliSign Process from Record Details IntelliSign Process from Standard Packages Starting an IntelliSign Process Setting Signature Place Holders Module: Purchase Orders PO: Configuration & Setup Purchase Orders Overview Manage PO Fields (PO Details Screen) App Config: Purchase Orders Manage PO Fields (PO Line Item Screen) Manage PO Template Searching Purchase Orders Find/Search Purchase Orders Filtering & Sorting Find/Search POs List View Purchase Order Details from Search Modifying Find/Search PO Columns Displayed Exporting Search Results for Purchase Orders Purchase Order Details Adding a Purchase Order Employee Budget Manage/Edit a PO Add/Search/Delete Attachments for PO Link a PO to a Contract Record Email a Purchase Order Copy a Purchase Order Legal Hold Purchase Order Templates View a PO Template Export/Auto-Attach a PO Template as PDF Issue a PO Purchase Order Line Items Add a Purchase Order Line Item Search/Edit PO Line Item Importing PO Line Items Exporting PO Line Items Filter/Sort PO Line Items Purchase Orders & Contracts Create a PO from a Contract Record Contract Details PO Line Item Grid Link a Contract to a PO Inventory Tracking Overview Partial Fill of an Individual Line Item Complete Fulfillment of an Individual Line Item One Click Fulfillment Consolidation Asset Tracking Catalog Management Manage Catalogs Catalog Item Management Shopping Cart - Requests Shopping Cart - Purchase Orders Import Template for Items Linked Images for Items Punchouts Punchout Catalog Integration Module: Single Sign On Single Sign On Configuration Single Sign On Configuration Module: Solicitations Solicitations 00. Solicitations Overview 01. Solicitation Types 02. Find/Search Solicitations 03. Adding a Solicitation 04. Managing & Editing a Solicitation Record 05. Solicitation Tasks & Alerts 06. Solicitations Workflow 07. Solicitation Attachments 08. Solicitation Notes & Comments 09. Copy a Solicitation Record 10. Link a Contract to a Solicitation Record 11. Create a Contract from a Solicitation Record 12. Assign/Email Respondents to Solicitation Records 13. Assigning Employees/Alerts for Solicitation Records 14. Rating & Scoring Solicitation Respondents 15. Solicitations Questions & Answers 16. Post Bid/Opportunity 17. Product Service Codes 18. Dutch Auctions Legal Hold Solicitation Portal 01. Solicitations Portal Introduction 02. Solicitations Portal Overview 03. Navigating the Solicitations Portal Module: Vendor/Client Gateway Step 1: Vendor/Client Gateway Configuration 1.1 Vendor/Client Gateway Overview 1.2 Overview of Application Configuration: Gateway 1.3 Managing Access to the Gateway 1.4 Managing Content on the Gateway 1.5 Managing Emails on the Gateway 1.6 Additional Gateway Configuration Settings 1.7 Manage Main Menu: Vendor/Client Gateway 1.8 Manage Gateway File Categories 1.9 Multi-Factor Authentication Step 2: Managing Gateway Fields 2.1 Contract & Committal Fields 2.2 Solicitation & Procurement Fields 2.3 Contract & Committal Request Fields 2.4 Company Contacts & Users Fields 2.5 Vendor/Customer Information Fields Step 3: Managing Content Visible on the Gateway 3.1 Contract & Committal Content 3.2 Solicitation & Procurement Content Step 4: Managing Vendors/Clients on the Gateway 4.1 Adding a Company Contact in Contract Insight Core 4.2 Activating a Company Contact Account Step 5: Vendors/Clients on the Gateway 5.1 Creating an Account on the Gateway 5.2 Adding a Contact/User through the Gateway 5.3 Logging In/Forgot Password 5.4 Changing Your Password 5.5 Opting out of Email Messages Step 6: Down Selection 1. Down Selection/BAFO Users: Using the Vendor/Client Gateway Overview of Content on the Gateway Contracts & Committals Surveys & Questionnaires Product Service Codes Users: Public Searches Viewing Public Solicitations Open Source Attribution & Licenses Open Source Software Default for Open Source Software Report Designer Manual Report Designer Overview Report Designer Documentation System APIs & Integrations Integration Overview REST API Overview and Sample Application

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Log-in

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

Best Practices Recommendations

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

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

02. View and Edit Company/Vendor

Manual: 03. Admin User Manual
Section(s): Vendor/Customer 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

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

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

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

01. Security: Permissions Overview

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

Ad-Hoc Wizard Overview

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

5. Assigned To

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

6. Email Schedule

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

View/Run This Ad-Hoc Report

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

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

Assign Additional Employees to a Contract

Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

View Contract History

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

View Vendor/Company Record Activity

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

Field Level Searching/View All

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

Viewing & Editing a Task

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

Assign Additional Employees to a Task

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

00. Solicitations Overview

Manual: Module: Solicitations
Section(s): Solicitations

03. Adding a Solicitation

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

13. Assigning Employees/Alerts for Solicitation Records

Manual: Module: Solicitations
Section(s): Solicitations

14. Rating & Scoring Solicitation Respondents

Manual: Module: Solicitations
Section(s): Solicitations

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. Editing Employees/Users

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

Document Templates Overview

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

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: Employees

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

Configuration Group: Passwords

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

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

Attachment Level Viewing Privileges

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

Add Contract From File

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

Purchase Orders Overview

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

1.3 Managing Access to the Gateway

Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

My Ad-Hoc Reports List Overview

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

Find/Search Purchase Orders

Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

Things to Consider

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

Initial Setup Data Planning Templates

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

Departments & Divisions

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

Contract Types

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

Employees/Users

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

Vendors/Companies

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

Email a Purchase Order

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

Generated Document Packages

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

E-Approval Flow/Groups - Document Generation

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

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

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

E-Signature Processing

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

Managing E-Signature & PIN

Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

04. Employee List

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

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 Participant to a Signature Group

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

E-Approvals Processing

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

E-Signature Processing

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

Audit Log History & Merged Content

Manual: Document Templates: Generation/Merging
Section(s): Audit Log History & Merged Content - Document Generation

Access E- Approval/Signature Processes Assigned

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)

Access E- Approval/Signature Processes Assigned

Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

IntelliSign Process from E-Approvals

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

IntelliSign Process from Record Details

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

IntelliSign Process from Document Toolbox

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

IntelliSign Process from Standard Packages

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

Overview

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

Signing Documents - E-Signatures

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

Mass Transfer Contracts From/To Employees

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

Language Resources

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

System Health Check

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

Nonworking Days

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

System Dashboards

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

Task Creation and Management

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

Manage Catalogs

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

Schema Explorer

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

Employee Budget

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

Configuration Group: SMS Messaging

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

01. Surveys/Questionnaires: Overview

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

2. Adding a Decision Matrix

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

3. Assigning Employees to a Matrix

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

1. Creating an EZ Report

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

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

Changing Work Spaces

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

Ad-Hoc Report Wizard: Overview

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

6. Assigned To

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

7. Email Schedule

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

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

Configuration Group: Document Authoring

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

Configuration Group: POP3 E-mail Drop Box

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

Catalog Item Management

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

Legal Hold

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

File Queue

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

Data Aggregator Overview

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

Configure the Integration

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

Helper Applications

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

Natural Language Processing (NLP)

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

01. Creating a Notification Template

Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

Create/Edit/Delete a Notification Template

Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

Session Performance

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

File Restriction on Vendor Records

Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

View Permissions by Record

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