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  Report Designer Documentation
Manual: Report Designer Manual
Section(s): Report Designer Overview

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

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

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

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

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

  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

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

  Online Report Designer - Insight Reporter
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

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

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

  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

  3. Filters & Conditions
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

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

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

  Calendar Filtering
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

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

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

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

  Pending Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

  Reviewing Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

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

  My Tasks
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

  07. Solicitation Attachments
Manual: Module: Solicitations
Section(s): Solicitations

  14. Rating & Scoring Solicitation Respondents
Manual: Module: Solicitations
Section(s): Solicitations

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

  03. Navigating the Solicitations Portal
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

  03. Editing Employees/Users
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

  Task Productivity Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  Workflow Tasks Based on Department
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Configuration Group: Employees
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

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

  Filtering & Sorting the Quick Search Results List
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

  Sorting & Filtering the Contract Request List Screens
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

  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

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

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

  View/Run Report
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

  Sorting & Filtering the Ad-Hoc Reports List
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Find/Search Purchase Orders
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

  Filtering & Sorting Find/Search POs List
Manual: Module: Purchase Orders
Section(s): Searching Purchase Orders

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

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

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

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

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

  Occurrences/Term
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

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

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

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

  Search/Edit PO Line Item
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  Filter/Sort PO Line Items
Manual: Module: Purchase Orders
Section(s): Purchase Order Line Items

  Contract Details PO Line Item Grid
Manual: Module: Purchase Orders
Section(s): Purchase Orders & Contracts

  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

  Rules & Conditions
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Managing E-Signature & PIN
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

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

  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

  Access E- Approval/Signature Processes Assigned
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)

  Setting Signature Place Holders
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Create New Import/Update Template
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Downloading & Populating Import/Update Templates
Manual: 03. Admin User Manual
Section(s): Data Import Manager

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

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

  1. Using an Assigned Decision Tree
Manual: 12. Surveys and Decision Trees
Section(s): 1. Decision Trees

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

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

  Risk Management with Analytics, AI, and Machine Learning
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

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

  4. Filters & Conditions
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

  05. Advanced/User-Defined Permission Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Risk Mapper and Profiler
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

  CobbleStone Systems Helper Applications
Manual: 02. Implementing Contract Insight
Section(s): Integrations Information

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

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

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

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

  Creating Record Flow Templates
Manual: 03. Admin User Manual
Section(s): Record Flow Templates

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