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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

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

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

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

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

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

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

  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

  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

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

  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

  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

  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

  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

  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

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

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

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

  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

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

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