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Friday, October 8, 2021
 
   
 
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  Advanced Workflow Manager
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

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

  04. Managing & Editing a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Task Alerts on a Contract Record
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

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

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

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

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

  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

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

  3.1 Contract & Committal Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

  Employees/Users
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Add/Search/Delete Attachments for PO
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

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

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

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

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

  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 Participant to a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  Starting an IntelliSign Process
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

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

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

  Contract Status Update
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  Manage Main Menu: Work Spaces
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Email Inbox Monitoring
Manual: 03. Admin User Manual
Section(s): Email Inbox Monitoring

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

  1.8 Manage Gateway File Categories
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  Temporary System Lockout
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.