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Version Released On:
Friday, October 8, 2021
 
   
 
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  Disclaimer of Warranty
Manual: 03. Admin User Manual
Section(s): Manual Overview

  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

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

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

  Record Status 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

  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

  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

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

  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

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

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

  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

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

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

  Viewing, Filtering & Sorting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  01. Importing Companies
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

  View Company Contracts
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

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

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

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

  Attach a File to Company Details
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

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

  Map Vendor/Company Location
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

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

  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

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

  00. Solicitations Overview
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

  14. Rating & Scoring Solicitation Respondents
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

  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

  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

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

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

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

  Modifying Columns Displayed on the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  Exporting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

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

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

  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

  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

  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

  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

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

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

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

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

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

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Uncategorized

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

  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

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

  Send E-mail from Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  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

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

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

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

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

  Initiating an eSignature Process
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  Header Overview
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

  News Items
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

  Notifications
Manual: 04. End User General Information
Section(s): Header Area and Top & Side Menus

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

  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

  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

  1. Report Manager: Overview Page
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

  Email Inbox Monitoring
Manual: 03. Admin User Manual
Section(s): Email Inbox Monitoring

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

  Configuration Group: POP3 E-mail Drop Box