CobbleStone Documentation Wiki Welcome Guest: 7/19/2024 1:22:19 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Wiki Search Engine
Here you can search through the Page Titles, Content, Meta Tags (Keywords) within the wiki.

Note: The search will only run against the selected wiki area.
 
Provide Search Parameters:
 
 
* Search Manual:
select
* Search Type:
select
* Search For:
select
* Word or Phrase:
 
   
Search Results:

  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

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

  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  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

  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

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

  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

  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

  Searching the Wiki
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

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

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

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

  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

  Manage License Types
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  01. Security: Permissions Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  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

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

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

  Contract Checklists & Milestones
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

  Calendar Overview & Navigation
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

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

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

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

  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

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

  Viewing & Editing a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Assign Additional Employees to a 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

  Repeating/Recurring Tasks
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  00. Solicitations Overview
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

  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

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

  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. 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

  03. Editing Employees/Users
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  01. License Types Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Default for Module Overview
Manual: Module: Solicitations
Section(s): Uncategorized

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

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

  Select Mergeable Fields
Manual: Document Templates Management
Section(s): Manage Document Package Template

  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: Employees
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

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

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

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

  1.2 Overview of Application Configuration: 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

  My Ad-Hoc Reports List Overview
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

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

  Things to Consider
Manual: 02. Implementing Contract Insight
Section(s): Planning- Contracts

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

  Employees/Users
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

  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

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

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

  IntelliSign Overview
Manual: Module: Document Collaboration Gateway
Section(s): IntelliSign

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

  Overview
Manual: Module: Document Collaboration Gateway
Section(s): Uncategorized

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

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

  Data Import Manager Overview
Manual: 03. Admin User Manual
Section(s): Data Import Manager

  Mass Transfer Contract Tasks
Manual: 03. Admin User Manual
Section(s): Mass Transfers & Updates for Contracts

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

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

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

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

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

  Field Update on Compete/Reject
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

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

  Deleting Tasks: Bulk Delete
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Workflow Visualizer
Manual: 03. Admin User Manual
Section(s): Workflow Management

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

  01. Surveys/Questionnaires: Overview
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

  02. Question Bank
Manual: 12. Surveys and Decision Trees
Section(s): 2. Surveys/Questionnaires

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

  Single Sign On Configuration
Manual: Module: Single Sign On
Section(s): Single Sign On Configuration

  1. Decision Matrix Overview
Manual: 03. Admin User Manual
Section(s): Uncategorized

  1. Decision Matrix Overview
Manual: 03. Admin User Manual
Section(s): Decision Matrices

  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

  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

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

  On-Screen Validation Messages