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Contract Insight Version:
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Version Released On:
Friday, October 8, 2021
 
   
 
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  Navigating the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Advanced Workflow Manager
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

  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

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

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

  6. Email Schedule
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

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

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

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

  Adding a "One-Off" 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

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

  06. Solicitations Workflow
Manual: Module: Solicitations
Section(s): Solicitations

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

  02. Solicitations Portal Overview
Manual: Module: Solicitations
Section(s): Solicitation Portal

  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

  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

  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

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

  Accepting/Rejecting a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

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

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

  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

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

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

  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

  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

  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

  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

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

  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

  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

  6. Assigned To
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

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

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

  Configuration Group: POP3 E-mail Drop Box
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

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

  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.