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Contract Insight Version:
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Version Released On:
Friday, October 8, 2021
 
   
 
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  Searching & Reporting Overview
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

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

  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  03. Add Contacts to Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  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

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

  Performing a Quick Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  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

  Quick Stats Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  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

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

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

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

  4. Sort Order
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

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

  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

  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

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

  Vendor/Company Contacts
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

  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

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

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

  03. Adding a Solicitation
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

  15. Solicitations Questions & Answers
Manual: Module: Solicitations
Section(s): Solicitations

  14. Rating & Scoring Solicitation Respondents
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

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

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

  01. Solicitations Portal Introduction
Manual: Module: Solicitations
Section(s): Solicitation Portal

  03. Navigating the Solicitations Portal
Manual: Module: Solicitations
Section(s): Solicitation Portal

  Contract Record Alerts
Manual: 07. End Users: Contracts
Section(s): Contracts Overview

  Solicitation Record Alerts
Manual: 04. End User General Information
Section(s): E-mail Notifications & Alerts

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

  11. Create a Contract from a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Select Mergeable Fields
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

  2.1 Contract & Committal Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Strategic Recommendations and Planning Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Configuration Group: Contracts
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

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

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

  Create a Basic Template on a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

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

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

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

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

  Exporting Search Results
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

  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

  Exporting 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

  Managing & Exporting the Contract Request List Screens
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

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

  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

  1.4 Managing Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  1.5 Managing Emails on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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

  2.2 Solicitation & Procurement Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.3 Contract & Committal Request Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.4 Company Contacts & Users Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.5 Vendor/Customer Information Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  5.2 Adding a Contact/User through the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  5.3 Logging In/Forgot Password
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

  1.7 Manage Main Menu: Vendor/Client 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

  4.2 Activating a Company Contact Account
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

  5.4 Changing Your Password
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

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

  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

  View a PO Template
Manual: