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

  Create User-Defined/Custom Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

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

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

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

  Contract Price/Cost Schedule
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Exporting My Calendar
Manual: 05. End Users: Home Page Options
Section(s): My Calendar

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

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

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

  06. Solicitations Workflow
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

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

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

  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

  View a PO Template
Manual: Module: Purchase Orders
Section(s): Purchase Order Templates

  Find/Search Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  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

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

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

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

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

  Importing PO Line Items
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

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

  Auto Extract Text
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  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

  Downloading & Populating Import/Update Templates
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

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

  Single Sign On Configuration
Manual: Module: Single Sign On
Section(s): Single Sign On Configuration

  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

  05. Advanced/User-Defined Permission Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  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: POP3 E-mail Drop Box
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Import Template for Items
Manual: Module: Purchase Orders
Section(s): Catalog Management

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

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

  01. Solicitation Types
Manual: Module: Solicitations
Section(s): Solicitations

  18. Dutch Auctions
Manual: Module: Solicitations
Section(s): Solicitations

  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

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

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