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  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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

  Assign Fields by Contract Type
Manual: 03. Admin User Manual
Section(s): Field Manager

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

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

  Field Mapper
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

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

  Pending Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

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

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

  1.1 Vendor/Client Gateway Overview
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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

  Configuration Group: Contracts
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

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

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

  Manage/Edit a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

  Contract Request Attachments & Notes
Manual: 09. End User: Contract Requests
Section(s): Contract Request Details

  Accepting/Rejecting a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

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

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

  1.2 Overview of Application Configuration: Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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

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

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

  Overview of Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

  4.2 Activating a Company Contact Account
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

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

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

  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

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

  Quick Search Configuration
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Create a New Workflow
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Scheduled Jobs - Requests
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Scheduled Jobs - Requests
Manual: 03. Admin User Manual
Section(s): Uncategorized

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

  Schema Explorer
Manual: 03. Admin User Manual
Section(s): Field Manager

  Employee Budget
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

  01. Surveys/Questionnaires: Overview
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

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

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

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

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

  1. Creating an EZ Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): EZ Ad-Hoc Reports

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

  Send Secure Email
Manual: 07. End Users: Contracts
Section(s): Contract Details

  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

  Bulk Text Extraction and File Migration Tool
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

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

  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

  Shopping Cart - Requests
Manual: Module: Purchase Orders
Section(s): Catalog Management

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

  Advanced File Search
Manual: 06. End Users: Searching & Reporting
Section(s): Advanced File Search

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

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

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

  Configuration & Data Migration Scripts
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  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.