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Version Released On:
Friday, October 8, 2021
 
   
 
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  Disclaimer of Warranty
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

  Workflow Tasks Based on Contract Status
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Workflow Tasks Based on Contract Type
Manual: 03. Admin User Manual
Section(s): Workflow Management

  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

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

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

  Audit Logging
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  View Contract History
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  01. Importing Companies
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

  View Vendor/Company Record Activity
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

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

  12. Assign/Email Respondents to Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

  02. Solicitations Portal Overview
Manual: Module: Solicitations
Section(s): Solicitation Portal

  Bulk Import Data
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  01. Solicitations Portal Introduction
Manual: Module: Solicitations
Section(s): Solicitation Portal

  03. Navigating the Solicitations Portal
Manual: Module: Solicitations
Section(s): Solicitation Portal

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

  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

  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

  Workflow Tasks Based on Department
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

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

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

  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

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

  Referenced Clauses
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

  Mergeable Sub-Tables
Manual: Document Templates Management
Section(s): Sub-Tables

  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

  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

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

  Manage E-Approval/E-Signature Processes
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

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

  IntelliSign Process from E-Approvals
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  IntelliSign Process from Record Details
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  IntelliSign Process from Document Toolbox
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  IntelliSign Process from Standard Packages
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

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

  Setting Signature Place Holders
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Setting Signature Place Holders - E-Signatures
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

  Signing Documents - E-Signatures
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  Application Theme and Style
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

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

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

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

  Signing a Document
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

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

  Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
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

  Multi-Factor Authentication (MFA)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  CobbleStone Systems Helper Applications
Manual: 02. Implementing Contract Insight
Section(s): Integrations Information

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

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

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

  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

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

  Searching with the Search Engine
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

  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.