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  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  03. Add Contacts to Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  04. Company/Vendor Rating & Scorecard
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

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

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

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

  Contract Notes & Comments
Manual: 07. End Users: Contracts
Section(s): Contract Details

  View Vendor/Client Ratings
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

  03. Adding a Solicitation
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

  15. Solicitations Questions & Answers
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

  01. Solicitations Portal Introduction
Manual: Module: Solicitations
Section(s): Solicitation Portal

  03. Navigating the Solicitations Portal
Manual: Module: Solicitations
Section(s): Solicitation Portal

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

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

  Strategic Recommendations and Planning Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

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

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

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

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

  Manage & Edit the Company Details Screen
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

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

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

  1.2 Overview of Application Configuration: Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  4.1 Adding a Company Contact in Contract Insight Core
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

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

  1.4 Managing Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  1.5 Managing Emails on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  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

  5.2 Adding a Contact/User through the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  5.3 Logging In/Forgot Password
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  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

  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

  5.4 Changing Your Password
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  3.1 Contract & Committal Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

  Adding a Purchase Order
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

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

  Email a Purchase Order
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  3.2 Solicitation & Procurement Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

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

  Issue a PO
Manual: Module: Purchase Orders
Section(s): Purchase Order Templates

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

  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

  Managing E-Signature & PIN
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 (Internal Users)

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

  Manage E-Signatures and PIN
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (External Users)

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

  Starting an IntelliSign Process
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

  Types of Authentication
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

  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

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

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

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

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

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

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

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

  5.5 Opting out of Email Messages
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  Send Secure Email
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

  Catalog Item Management
Manual: Module: Purchase Orders
Section(s): Catalog Management

  Hiding Surveys
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  1.8 Manage Gateway File Categories
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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

  Add Counterparty In-Line
Manual: 10. End Users: Vendors/Companies
Section(s): Adding a Vendor/Company

  1.9 Multi-Factor Authentication
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

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