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Version Released On:
Friday, October 8, 2021
 
   
 
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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

  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

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

  02. View and Edit Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  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

  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

  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

  04. Security Groups
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  04. Company/Vendor Rating & Scorecard
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  Audit Log
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

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

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

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

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

  Manage Current Sessions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Manage License Types
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  5. Assigned To
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

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

  Acting Upon/Approving/Rejecting a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

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

  02. Adding an Employee/User
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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

  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

  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: Emailer/Email Manager
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

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

  Configuration Group: Schedule Manager
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

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

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

  Purchase Orders Overview
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

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

  5.1 Creating an Account on the Gateway
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

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

  Add a Purchase Order Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  Manage PO Template
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  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

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

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

  Contract Details PO Line Item Grid
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

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

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Uncategorized

  Mergeable Subtables - Manage Layout
Manual: Document Templates Management
Section(s): Manage Document Package Template, Sub-Tables

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

  04. Employee List
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  01. Managing E-Approval Flow/Groups
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

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

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

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

  Field Update on Compete/Reject
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Manage Catalogs
Manual: 03. Admin User Manual
Section(s): Catalog Manager

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

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

  Folders: Edit and Move
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

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

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

  05. Product Service Codes
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

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

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

  On-Screen Validation Messages
Manual: 03. Admin User Manual
Section(s): Workflow Management

  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

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

  View/Run Ad-Hoc Report
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

  Risk Mapper and Profiler
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

  Catalog Item Management
Manual: Module: Purchase Orders
Section(s): Catalog Management

  Sub-Tables on Add Screen
Manual: 03. Admin User Manual
Section(s): Field Manager

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

  Data Aggregator Overview
Manual: Module: Data Aggregator Service
Section(s): Data Aggregator Service

  Configure the Integration
Manual: Module: Data Aggregator Service
Section(s): Data Aggregator Service

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

  Adding MRD Records In-Line
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

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

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

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Manage Document Package Template

  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.