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

  Department/Division Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Contract Category Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Record Type Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Record Status Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Contract Occurrence Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

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

  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

  Full Text Indexing
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  Copy a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

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

  Clause Library Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  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

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

  Viewing/Downloading Contract Attachments
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

  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

  5.1 Creating an Account on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  Adding a Purchase Order
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  Create a PO from a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

  Exporting Search Results for Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

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

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

  Add/Search/Delete Attachments for PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

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

  Manage Generated Document Package
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

  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

  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

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

  Task Creation and Management
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  OCR PDF
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Consolidation
Manual: Module: Purchase Orders
Section(s): Inventory Tracking

  2. Adding a Decision Matrix
Manual: 03. Admin User Manual
Section(s): Decision Matrices

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

  Risk Management with VISDOM Artificial Intelligence Overview
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  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

  6. Assigned To
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

  7. Email Schedule
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

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

  Mergeable Clause List
Manual: Document Templates Management
Section(s): Manage Document Package Template

  REST API Overview and Sample Application
Manual: System APIs & Integrations
Section(s): Integration Overview

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

  Punchout Catalog Integration
Manual: Module: Purchase Orders
Section(s): Punchouts

  Legal Hold
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

  Legal Hold
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Legal Hold
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Legal Hold
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  Legal Hold
Manual: Module: Solicitations
Section(s): Solicitations

  Task Status Manager
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

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

  Natural Language Processing (NLP)
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  1.9 Multi-Factor Authentication
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  01. Creating a Notification Template
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

  Create/Edit/Delete a Notification Template
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

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

  Creating Record Flow Templates
Manual: 03. Admin User Manual
Section(s): Record Flow Templates

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