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Friday, October 8, 2021
 
   
 
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  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

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

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

  Record Status Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  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

  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

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

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

  Manage Current Sessions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  Contract Checklists & Milestones
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  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

  Acting Upon/Approving/Rejecting a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

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

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

  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

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

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

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

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

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

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

  IP Address Restrictions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  Task Creation and Management
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

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

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

  Surveys & Questionnaires
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

  Contract Status Update
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

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

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

  Legal Hold
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Legal Hold
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  Legal Hold
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Auto-Generate Template Document
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

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