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

  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

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

  Quick Stats Analysis
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  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

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

  Manage Current Sessions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

  Contract Checklists & Milestones
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Contract Notes & Comments
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Calendar Overview & Navigation
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

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

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

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

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

  Configuration Group: Passwords
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

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

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

  Managing Electronic Signature Groups, Participants & Attachments
Manual: Document Templates: Generation/Merging
Section(s): Manage Electronic Signature Process

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

  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

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

  Audit Log History & Merged Content
Manual: Document Templates: Generation/Merging
Section(s): Audit Log History & Merged Content - Document Generation

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

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

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

  Employee Budget
Manual: Module: Purchase Orders
Section(s): Purchase Order Details

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

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

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

  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

  1. Report Manager: Overview Page
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

  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

  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

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

  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

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