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Version Released On:
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  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

  Disclaimer of Warranty
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

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

  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

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

  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

  Field Mapper
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

  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

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

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

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

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

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

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

  02. Find/Search Solicitations
Manual: Module: Solicitations
Section(s): Solicitations

  07. Solicitation Attachments
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 Data
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  Bulk Import: Contract Attachments
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

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

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

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

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

  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

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

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

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

  Exporting the Quick Search Results List
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  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

  Exporting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  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

  Exporting Search Results for Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  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

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

  Document Packages Without E-Approvals/E-Signatures
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages Without E-Approvals & E-Signatures

  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

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

  Mergeable Sub-Tables
Manual: Document Templates Management
Section(s): Sub-Tables

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

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

  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

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

  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

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

  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

  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

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

  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

  Uploading & Processing Import/Update Templates
Manual: 03. Admin User Manual
Section(s): Data Import Manager

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

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

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

  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

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

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

  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

  Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  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

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

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

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

  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

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

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

  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

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

  Searching with the Search Engine
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  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

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

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