CobbleStone Documentation Wiki Welcome Guest: 5/18/2024 10:25:18 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Wiki Search Engine
Here you can search through the Page Titles, Content, Meta Tags (Keywords) within the wiki.

Note: The search will only run against the selected wiki area.
 
Provide Search Parameters:
 
 
* Search Manual:
select
* Search Type:
select
* Search For:
select
* Word or Phrase:
 
   
Search Results:

  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

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

  Department/Division Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

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

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

  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

  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 User-Defined/Custom Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  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

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

  4. Sort Order
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

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

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

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

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

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

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

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

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

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

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

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

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

  Vendor/Company Contacts
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

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

  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

  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

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

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

  03. Adding a Solicitation
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

  13. Assigning Employees/Alerts for Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  Bulk Import Data
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

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

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

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

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

  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

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

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

  03. Assigning & Managing an Employee/User's Permissions
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  11. Create a Contract from a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

  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: Emailer/Email Manager
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

  Configuration Group: Schedule Manager
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

  Managing and Editing Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

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

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

  Contract Attachments 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

  1.6 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

  4.2 Activating a Company Contact Account
Manual: Module: Vendor/Client Gateway
Section(s): Step 4: Managing Vendors/Clients on the Gateway

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

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

  Create a PO from a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

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

  Initial Setup Data Planning Templates
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

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

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

  Contract Statuses
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

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

  E-Approval Flow/Groups - Document Generation
Manual: Document Templates: Generation/Merging
Section(s): E-Approvals - Document Generation

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

  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

  Completed Signature Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

  Completed Approval Processes
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Approval Process

  Static Content
Manual: Document Templates Management
Section(s): Manage Document Package Template

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

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

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

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

  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

  Manage Generated Document Package
Manual: Document Templates: Generation/Merging
Section(s): Generated Document Packages

  E-Approvals Processing
Manual: Document Templates: Generation/Merging
Section(s): E-Approvals - Document Generation

  E-Signature Processing
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

  Setting Signature Place Holders