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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

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

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

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

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

  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

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

  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

  04. Company/Vendor Rating & Scorecard
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  Custom SubTables
Manual: 03. Admin User Manual
Section(s): Account Maintenance

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

  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

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

  2. Field Selection
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

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

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

  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 Details Notes
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

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

  15. Solicitations Questions & Answers
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

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

  Strategic Recommendations and Planning Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

  Configuration Group: Emailer/Email Manager
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

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

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

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

  Manage a Basic Template for a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Basic Templates

  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

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

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

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

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

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

  5.1 Creating an Account on 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

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

  Things to Consider
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

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

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

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

  Creating a New Third Party Paper Template
Manual: Document Templates: Generation/Merging
Section(s): E-Signature - Document Generation

  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

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

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

  Third Party Paper
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 Flow/Groups
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

  01. Managing E-Approval Flow/Groups
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  03. Approval Groups Grid
Manual: Document Templates Management
Section(s): E-Approval Flow/Groups

  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

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

  Adding a Participant to a Signature Group
Manual: Document Templates Management
Section(s): E-Signature Flow/Groups

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

  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

  IntelliSign Process from Standard Packages
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  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

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

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

  Create a New Workflow
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Task Creation and Management
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  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

  04. Add/View a Survey on a Record
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  One Click Fulfillment
Manual: Module: Purchase Orders
Section(s): Inventory Tracking

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

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

  Contract Status Update
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway Settings & Functionality (Internal Users)

  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

  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

  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

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

  Bulk Text Extraction and File Migration Tool
Manual: 03. Admin User Manual
Section(s): VISDOM & Risk Management

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

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

  Advanced File Search
Manual: 06. End Users: Searching & Reporting
Section(s): Advanced File Search

  Auto-Generate Template Document
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Data Aggregator Overview
Manual: Module: Data Aggregator Service
Section(s): Data Aggregator Service

  18. Dutch Auctions
Manual: Module: Solicitations
Section(s): Solicitations

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

  Mergeable Content & Attachments
Manual: Document Templates Management
Section(s): Manage Document Package Template

  Searching with the Search Engine
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  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.