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Version Released On:
Friday, October 8, 2021
 
   
 
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  Report Designer Documentation
Manual: Report Designer Manual
Section(s): Report Designer Overview

  Searching & Reporting Overview
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

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

  Online Report Designer - Insight Reporter
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  Wiki Page Layout
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Manual Generation
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

  View/Run This Ad-Hoc Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  02. Find/Search Solicitations
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Strategic Recommendations and Planning Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

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

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

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

  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

  Exporting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  Managing & Exporting the Contract Request List Screens
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

  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

  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

  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

  Document Packages Without E-Approvals/E-Signatures
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages Without E-Approvals & E-Signatures

  Static Content
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

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

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

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

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

  External E-Sign Setup
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Reattach File as PDF
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

  Convert PDF to Word
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

  View/Run Ad-Hoc Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

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

  Helper Applications
Manual: 00. Helper Applications & Resources
Section(s): Helper Applications

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