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  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

  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

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

  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

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

  Application Setup
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

  Assign Additional Employees 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

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

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

  Adding a "One-Off" Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

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

  Acting Upon/Approving/Rejecting a Task
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

  03. Adding a Solicitation
Manual: Module: Solicitations
Section(s): Solicitations

  04. Managing & Editing a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

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

  13. Assigning Employees/Alerts for Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

  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

  08. Solicitation Notes & Comments
Manual: Module: Solicitations
Section(s): Solicitations

  10. Link a Contract to a Solicitation Record
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

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

  01. Solicitations Portal Introduction
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

  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

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

  11. Create a Contract from a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  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

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

  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

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

  Configuration Group: Solicitations
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

  1.3 Managing Access to the Gateway
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  2.2 Solicitation & Procurement Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

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

  2.4 Company Contacts & Users Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  2.5 Vendor/Customer Information 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

  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

  3.2 Solicitation & Procurement Content
Manual: Module: Vendor/Client Gateway
Section(s): Step 3: Managing Content Visible on the Gateway

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

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

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

  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

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

  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

  Approving & Reviewing Documents - E-Approvals
Manual: Module: Document Collaboration Gateway
Section(s): Document Collaboration Gateway E-Approvals & E-Signatures

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

  16. Post Bid/Opportunity
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  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

  Product Service Catalog
Manual: 03. Admin User Manual
Section(s): Catalog Manager

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

  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

  17. Product Service Codes
Manual: Module: Solicitations
Section(s): Solicitations

  Surveys & Questionnaires
Manual: Module: Vendor/Client Gateway
Section(s): Users: Using the Vendor/Client Gateway

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

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

  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

  5.5 Opting out of Email Messages
Manual: Module: Vendor/Client Gateway
Section(s): Step 5: Vendors/Clients on the Gateway

  On-Screen Validation Messages
Manual: 03. Admin User Manual
Section(s): Workflow Management

  On-Screen Validation Messages
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Send Secure Email
Manual: 07. End Users: Contracts
Section(s): Contract Details

  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

  Email Inbox Monitoring
Manual: 03. Admin User Manual
Section(s): Email Inbox Monitoring

  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

  Legal Hold
Manual: Module: Solicitations
Section(s): Solicitations

  01. Solicitation Types
Manual: Module: Solicitations
Section(s): Solicitations

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

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

  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

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