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Version Released On:
Friday, October 8, 2021
 
   
 
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  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

  Searching & Reporting Overview
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

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

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

  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

  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. Security Groups
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Contract Request Process Overview & Planning
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Wiki Page Layout
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Table of Contents
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

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

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

  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

  Full Text Indexing
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  Manage License Types
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  01. Security: Permissions Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

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

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

  Audit Logging
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

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

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

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

  Calendar Overview & Navigation
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

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

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

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

  00. Solicitations Overview
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

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

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

  01. License Types Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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

  Default for Module Overview
Manual: Module: Solicitations
Section(s): Uncategorized

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

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

  Select Mergeable Fields
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Document Versions
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

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

  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

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

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

  Purchase Orders Overview
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

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

  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

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

  Manage/Edit & Delete Reports
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Manage PO Template
Manual: Module: Purchase Orders
Section(s): PO: Configuration & Setup

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

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

  Link a PO to a Contract Record
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

  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

  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

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

  E-Signature Flow/Groups Overview
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

  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

  Manage E-Approval/E-Signature Processes
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 (External Users)

  IntelliSign Overview
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  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

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

  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

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

  Data Import Manager Overview
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  System Dashboards
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  02. Question Bank
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  Overview
Manual: Module: Purchase Orders
Section(s): Inventory Tracking

  1. Decision Matrix Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

  1. Decision Matrix Overview
Manual: 03. Admin User Manual
Section(s): Decision Matrices

  Manage E-Approval Clause Restrictions
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  1. Creating an EZ Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): EZ Ad-Hoc Reports

  Header Overview
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

  Risk Management with VISDOM Artificial Intelligence Overview
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

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

  1. Report Manager: Overview Page
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard

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

  7. Email Schedule
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

  CobbleStone Electronic Signatures Overview
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

  REST API Overview and Sample Application
Manual: System APIs & Integrations
Section(s): Integration Overview

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

  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

  01. Creating a Notification Template
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

  Notification Template Side Menu
Manual: 03. Admin User Manual
Section(s): Alerts & Notifications

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

  Default for Open Source Software
Manual: Open Source Attribution & Licenses
Section(s): Open Source Software

  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.