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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

  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

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

  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

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

  Calendar Overview & Navigation
Manual: 05. End Users: Home Page Options
Section(s): My Calendar

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

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

  Adding a "One-Off" Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  Viewing & Editing a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Assign Additional Employees to a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  Repeating/Recurring Tasks
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

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

  06. Solicitations Workflow
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Task Alerts on a Solicitation Record
Manual: 04. End User General Information
Section(s): E-mail Notifications & Alerts

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

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

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

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

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

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

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

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

  Mass Transfer Contract Tasks
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  System Health Check
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

  Task Creation and Management
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

  07. Scheduled Jobs - Vendors & Customers
Manual: 03. Admin User Manual
Section(s): App Config: Schedule Manager/Scheduled Jobs

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

  Deleting Tasks: Bulk Delete
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

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

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

  On-Screen Validation Messages
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Risk Management with VISDOM Artificial Intelligence Overview
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

  Open Task Pop-Up
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

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

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

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

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

  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.