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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

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

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

  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

  Administration Overview
Manual: 03. Admin User Manual
Section(s): Manual Overview

  Performing a Quick Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

  Quick Stats Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  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

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

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

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

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

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

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

  Contracts Overview
Manual: 07. End Users: Contracts
Section(s): Contracts Overview

  Managing & Editing a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Adding a Contract Attachment
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

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

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

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

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

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

  Attach a File to Company Details
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

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

  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

  Field Level Searching/View All
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Search Contract Files
Manual: 06. End Users: Searching & Reporting
Section(s): Search Files/Notes

  My Tasks
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  00. Solicitations Overview
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

  14. Rating & Scoring Solicitation Respondents
Manual: Module: Solicitations
Section(s): Solicitations

  10. Link a Contract to a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

  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

  03. Editing Employees/Users
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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

  Task Productivity Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  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

  Legacy Custom Searches
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Add a Contract by Vendor/Client
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

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

  Search Contract Notes
Manual: 06. End Users: Searching & Reporting
Section(s): Search Files/Notes

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

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

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

  View Contract Records/Files from Search
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Filtering & Sorting the Quick Search Results List
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  Modifying Columns Displayed
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  Exporting the Quick Search Results List
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  View Contract Record & Attachments from Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

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

  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

  Contract Attachments on the Vendor/Client Gateway
Manual: 07. End Users: Contracts
Section(s): Contract Details on the Vendor/Client Gateway

  1.6 Additional Gateway Configuration Settings
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  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

  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

  My Ad-Hoc Reports List Overview
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Manage/Edit & Delete Reports
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Sorting & Filtering the Ad-Hoc Reports List
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Add a Purchase Order Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  Find/Search Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  Filtering & Sorting Find/Search POs List
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  Modifying Find/Search PO Columns Displayed
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  Exporting Search Results for Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  View Purchase Order Details from Search
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

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

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

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

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

  Occurrences/Term
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Add/Search/Delete Attachments for PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

  Viewing Public Solicitations
Manual: Module: Vendor/Client Gateway
Section(s): Users: Public Searches

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

  Filter/Sort PO Line Items
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  Link a Contract to a PO
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

  Contracts & Committals
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

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

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

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

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

  16. Post Bid/Opportunity
Manual: Module: Solicitations
Section(s): Solicitations

  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

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

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

  Document Library
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

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

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

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

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

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

  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

  Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management