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

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

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

  Department/Division Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

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

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

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

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

  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

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

  Administration Overview
Manual: 03. Admin User Manual
Section(s): Manual Overview

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

  Quick Stats Analysis
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

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

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

  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

  Field Mapper
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  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

  Managing & Editing a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Contract Price/Cost Schedule
Manual: 07. End Users: Contracts
Section(s): Contract Details

  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

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

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

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

  Copy a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  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

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

  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

  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

  Search Contract Files
Manual: 06. End Users: Searching & Reporting
Section(s): Search Files/Notes

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

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

  10. Link a Contract to a Solicitation Record
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

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

  09. Copy a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

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

  2.1 Contract & Committal Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Configuration Group: Contracts
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

  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

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

  Search Contract Notes
Manual: 06. End Users: Searching & Reporting
Section(s): Search Files/Notes

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

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

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

  View Contract Records/Files from Search
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Modifying Columns Displayed
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

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

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

  2.3 Contract & Committal Request Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Overview of Content on the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

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

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

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

  Vendors/Companies
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

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

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

  Mergeable Sub-Tables
Manual: Document Templates Management
Section(s): Sub-Tables

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

  Mass Transfer Contracts From/To Employees
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  Mass Update Contract Field Values
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

  Quick Search Configuration
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  06. Scheduled Jobs: Requests
Manual: 03. Admin User Manual
Section(s): App Config: Schedule Manager/Scheduled Jobs

  Schema Explorer
Manual: 03. Admin User Manual
Section(s): Field Manager

  Legal Hold
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

  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

  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

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

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

  Helper Applications
Manual: 00. Helper Applications & Resources
Section(s): Helper Applications

  Spend Analytics
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

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

  File Restriction on Vendor Records
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  View Permissions by Record
Manual: 03. Admin User Manual
Section(s): Employee/User Management

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