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Version Released On:
Friday, October 8, 2021
 
   
 
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  Search Results
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  02. View and Edit Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

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

  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

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

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

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

  3. Filters & Conditions
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

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

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

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

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

  Manage Main Menu: Core Application Menu(s)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  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

  Exporting a Basic Template
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

  Filtering & Sorting Find/Search Contracts List
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

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

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

  1.7 Manage Main Menu: Vendor/Client Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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

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

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

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

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

  Employees/Users
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

  Vendors/Companies
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

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

  Rules & Conditions
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Third Party Paper
Manual: Document Templates Management
Section(s): Manage Document Package Template

  E-Approvals Processing
Manual: Document Templates Management
Section(s): Managing Generated Document E-Approvals & E-Signatures

  03. Approval Groups Grid
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  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

  Adding a Participant to a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  IntelliSign Process from E-Approvals
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  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

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

  Setting Signature Place Holders
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Setting Signature Place Holders - E-Signatures
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

  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

  Mass Transfer Contracts From/To Employees
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  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

  Application Theme and Style
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  Quick Search Configuration
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

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

  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

  04. Add/View a Survey on a Record
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  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

  4. Filters & Conditions
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

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

  Risk Mapper and Profiler
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

  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

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

  Data Aggregator Overview
Manual: Module: Data Aggregator Service
Section(s): Data Aggregator Service

  Natural Language Processing (NLP)
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

  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.