CobbleStone Documentation Wiki Welcome Guest: 6/14/2024 8:02:32 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Wiki Search Engine
Here you can search through the Page Titles, Content, Meta Tags (Keywords) within the wiki.

Note: The search will only run against the selected wiki area.
 
Provide Search Parameters:
 
 
* Search Manual:
select
* Search Type:
select
* Search For:
select
* Word or Phrase:
 
   
Search Results:

  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

  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

  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

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

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

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

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

  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

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

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

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

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

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

  E-Signature Flow/Groups - Document Generation
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

  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

  Rules & Conditions
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

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

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

  01. Managing E-Approval Flow/Groups
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  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 Signature Group
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

  Notifications & Email Alerts - E-Signature
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

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

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

  Initiating an eSignature Process
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

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

  Risk Management with Analytics, AI, and Machine Learning
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

  4. Filters & Conditions
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

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

  Approval and Signature Process Templates
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups, E-Signature Flow/Groups

  File Restriction on Vendor Records
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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