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Version Released On:
Friday, October 8, 2021
 
   
 
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  Dashboard Manager
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  02. Security: Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

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

  Contract Request Process Overview & Planning
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  01. Security: Permissions Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Assign Additional Vendors/Companies to a Contract
Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

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

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

  Viewing, Filtering & Sorting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

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

  03. Adding a Solicitation
Manual: Module: Solicitations
Section(s): Solicitations

  Attachment Check-In/Check-Out
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

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

  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

  03. Assigning & Managing an Employee/User's Permissions
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  01. License Types Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  11. Create a Contract from a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  2.1 Contract & Committal Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Manage Global Header & Footer
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

  Managing and Editing Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  Attachment Level Viewing Privileges
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

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

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

  2.2 Solicitation & Procurement Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.3 Contract & Committal Request Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.4 Company Contacts & Users Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.5 Vendor/Customer Information Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  1.7 Manage Main Menu: Vendor/Client Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  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

  Manage PO Fields (PO Details Screen)
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  Manage PO Fields (PO Line Item Screen)
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

  Departments & Divisions
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  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

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

  Search/Edit PO Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

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

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

  Managing Electronic Signature Groups, Participants & Attachments
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

  System Health Check
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

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

  Deleting Tasks: Bulk Delete
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  Manage E-Approval Clause Restrictions
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

  3. Field Selection
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

  CobbleStone Electronic Signatures Overview
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  File Queue
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

  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

  View Permissions by Record
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Default for Open Source Software
Manual: Open Source Attribution & Licenses
Section(s): Open Source Software

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