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Contract Insight Version:
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Version Released On:
Friday, October 8, 2021
 
   
 
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  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

  System Requirements
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

  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

  Create User-Defined/Custom Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  Custom SubTables
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

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

  Table of Contents
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

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

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

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

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

  Select Mergeable Fields
Manual: Document Templates Management
Section(s): Manage Document Package Template

  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

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

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

  Create a PO from a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

  Things to Consider
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Contract Categories
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Link a PO to a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

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

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

  Completed Signature Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

  Completed Approval Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Approval Process

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

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

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

  03. Approval Groups Grid
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

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

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

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

  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

  Notifications & Email Alerts - E-Signature
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

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

  Create New Import/Update Template
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Downloading & Populating Import/Update Templates
Manual: 03. Admin User Manual
Section(s): Data Import Manager

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

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

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

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

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

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

  Item List
Manual: 03. Admin User Manual
Section(s): Catalog Manager

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

  Product Service Catalog
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

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

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

  02. Question Bank
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  03. Survey List
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

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

  17. Product Service Codes
Manual: Module: Solicitations
Section(s): Solicitations

  Product Service Codes
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

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

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

  Contract Status Update
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

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

  Changing Work Spaces
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

  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

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

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

  Create/Edit/Delete a Notification Template
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

  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.