CobbleStone Documentation Wiki Welcome Guest: 3/2/2024 9:43:05 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Table of Contents for Wiki Manual(s)
View Pages for Manual:
select
 Table of Contents for this Manual:
 
Section List
 
 
NamePage CountDescriptionLast Updated ByLast Updated On
   
RadDatePicker
RadDatePicker
Open the calendar popup.
2Master Reference Data Management & Setup 18 Menus & functionality for configuring the Contract Insight application.Adam Widmeier5/5/2021 2:50:43 PM
10Employee/User Management 12 Management & functionality for employees/users.Kelly Allen3/13/2012 9:41:57 AM
12Workflow Management 16 Areas & functionality for managing tasks, pre-defined tasks, and workflow events.Nash DeVita6/8/2020 2:42:03 PM
9Field Manager 9 Functionality of Contract Insight's in-depth custom field management.Kelly Allen3/13/2012 9:40:42 AM
1Manual Overview 5 Default for Application Admin ManualKelly Allen3/13/2012 9:36:39 AM
13Searching & Reporting 6 Areas & functionality for all admin aspects of searching and reporting within the application.Matthew Friebis7/14/2011 5:27:37 PM
11Vendor/Customer Management 8 Management & functionality for vendors, customers, clients, etc.Matthew Friebis1/21/2016 3:23:47 PM
5App Config Wizard 24 Breakdown of Contract Insight's "AppConfig Wizard" overview and settings.Nash DeVita2/28/2019 9:42:05 AM
8Account Maintenance 11 Functionality and links for the "Account Maintenance" screen under "Manage/Setup".Kelly Allen10/7/2011 1:24:59 PM
7App Config: Schedule Manager/Scheduled Jobs 7 Overview of schedule managers and default values.Kelly Allen3/15/2012 1:23:55 PM
6App Config: Configuration Groups 16 Overview of the Configuration Groups and what the settings for each group do.Kelly Allen3/15/2012 1:23:23 PM
3Data Import Manager 4 Overview of the Data Import Manager and how to create templates for mass importing and updating.Kelly Allen9/6/2016 10:24:57 AM
4Mass Transfers & Updates for Contracts 3 Reviews how to perform mass transfers of contracts and contract tasks from one employee to another. Also reviews how to mass update a value of a contract field.Kelly Allen10/28/2016 5:22:20 PM
14Catalog Manager 4 Management of catalogs and items for Purchase Orders.Nash DeVita8/21/2018 10:38:13 AM
15Employee/User Permissions 6  Nash DeVita1/20/2021 2:37:38 PM
16Decision Matrices 3  Nash DeVita2/8/2019 8:17:29 AM
17VISDOM & Risk Management 7  Nash DeVita2/22/2019 3:27:43 PM
18Email Inbox Monitoring 1  Nash DeVita5/28/2019 10:55:05 AM
19Alerts & Notifications 3  Adam Widmeier2/3/2021 4:01:14 PM
20Record Flow Templates 1  Adam Widmeier10/29/2021 2:12:00 PM
 
   
 
Page List:
 
 
 Page TitleLast Updated OnLast Updated BySection Name(s)
  
RadDatePicker
RadDatePicker
Open the calendar popup.
 

Letter ; Pages: 1

  Mass Update Contract Field Values5/26/2021 3:21:44 PMAdam Widmeier Mass Transfers & Updates for Contracts

Letter 0; Pages: 23

 01. Creating a Notification Template11/29/2021 2:43:58 PMAdam Widmeier Alerts & Notifications
 01. Importing Companies5/10/2018 9:45:30 AMNash DeVita Vendor/Customer Management
 01. License Types Overview9/14/2018 10:26:58 AMNash DeVita Employee/User Management
 01. Manage Schedulers9/14/2018 9:19:37 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 01. Security: Permissions Overview5/7/2018 11:25:45 AMNash DeVita Employee/User Permissions
 02. Adding an Employee/User1/13/2020 3:03:37 PMTym DeVita Employee/User Management
 02. Schedule Manager5/21/2020 11:14:41 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 02. Security: Management5/7/2018 10:43:55 AMNash DeVita Employee/User Permissions
 02. View and Edit Company/Vendor9/14/2018 11:41:23 AMNash DeVita Vendor/Customer Management
 03. Add Contacts to Company/Vendor6/25/2019 1:01:33 PMJennifer Carvin Vendor/Customer Management
 03. Assigning & Managing an Employee/User's Permissions9/17/2018 10:15:24 AMNash DeVita Employee/User Permissions
 03. Editing Employees/Users6/25/2019 11:42:20 AMJennifer Carvin Employee/User Management
 03. Scheduled Jobs: Contracts9/14/2018 9:08:12 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 04. Company/Vendor Rating & Scorecard9/14/2018 11:42:50 AMNash DeVita Vendor/Customer Management
 04. Employee List9/14/2018 10:38:42 AMNash DeVita Employee/User Management
 04. Scheduled Jobs: Reports9/14/2018 9:13:07 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 04. Security Groups10/26/2021 12:48:05 PMAdam Widmeier Employee/User Permissions
 05. Advanced/User-Defined Permission Management3/6/2019 9:52:54 AMNash DeVita Employee/User Permissions
 05. Employee Groups & Roles9/14/2018 10:40:29 AMNash DeVita Employee/User Management
 05. Product Service Codes9/14/2018 11:44:00 AMNash DeVita Vendor/Customer Management
 05. Scheduled Jobs: Solicitations9/14/2018 9:14:04 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 06. Scheduled Jobs: Requests9/14/2018 9:22:26 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs
 07. Scheduled Jobs - Vendors & Customers9/14/2018 9:22:39 AMNash DeVita App Config: Schedule Manager/Scheduled Jobs

Letter 1; Pages: 2

 1. Decision Matrix Overview2/8/2019 8:15:36 AMNash DeVita Uncategorized
 1. Decision Matrix Overview2/8/2019 8:29:44 AMNash DeVita Decision Matrices

Letter 2; Pages: 1

 2. Adding a Decision Matrix2/8/2019 8:59:24 AMNash DeVita Decision Matrices

Letter 3; Pages: 1

 3. Assigning Employees to a Matrix2/8/2019 9:04:56 AMNash DeVita Decision Matrices

Letter A; Pages: 12

 Adding MRD Records In-Line9/1/2020 10:22:21 AMNash DeVita Master Reference Data Management & Setup
 Administration Overview10/4/2011 10:38:00 AMKelly Allen Manual Overview
 Advanced Workflow Manager2/4/2019 8:31:51 AMNash DeVita Workflow Management
 App Config: Overview5/21/2020 11:12:54 AMNash DeVita App Config: Configuration Groups
 AppConfig Wizard6/26/2019 3:24:50 PMJennifer Carvin App Config Wizard
 Application Setup5/27/2021 10:47:39 AMAdam Widmeier App Config Wizard
 Application Theme and Style4/12/2018 10:23:07 AMCS System Uncategorized
 Application Theme and Style5/27/2021 10:28:22 AMAdam Widmeier App Config Wizard
 Assign Fields by Contract Type10/26/2021 2:13:00 PMAdam Widmeier Field Manager
 Audit Logging9/14/2018 4:47:17 PMNash DeVita Searching & Reporting
 Auto Extract Text4/30/2021 12:11:04 PMAdam Widmeier Master Reference Data Management & Setup
 Auto-Generate Template Document7/26/2021 3:35:41 PMAdam Widmeier Workflow Management

Letter B; Pages: 5

 Basic Template Management10/18/2019 3:58:55 PMNash DeVita Master Reference Data Management & Setup
 Best Practices Recommendations8/28/2018 5:23:49 PMNash DeVita Manual Overview
 Bulk Import Data9/14/2018 9:36:16 AMNash DeVita Account Maintenance
 Bulk Import: Contract Attachments9/14/2018 9:50:10 AMNash DeVita Account Maintenance
 Bulk Text Extraction and File Migration Tool6/2/2020 10:59:02 AMNash DeVita VISDOM & Risk Management

Letter C; Pages: 23

 Clause Library Management5/6/2021 12:30:44 PMAdam Widmeier Master Reference Data Management & Setup
 Configuration & Data Migration Scripts10/29/2021 10:41:07 AMAdam Widmeier Account Maintenance
 Configuration Group: Contracts6/28/2019 10:56:00 AMJennifer Carvin App Config: Configuration Groups
 Configuration Group: Document Authoring2/24/2020 7:13:57 AMNash DeVita App Config: Configuration Groups
 Configuration Group: Emailer/Email Manager11/4/2021 10:50:40 AMAdam Widmeier App Config: Configuration Groups
 Configuration Group: Employees11/4/2021 10:59:25 AMAdam Widmeier App Config: Configuration Groups
 Configuration Group: General System2/4/2019 8:18:23 AMNash DeVita Manual Overview
 Configuration Group: Passwords4/5/2018 1:48:28 PMNash DeVita App Config: Configuration Groups
 Configuration Group: POP3 E-mail Drop Box11/4/2021 11:03:59 AMAdam Widmeier App Config: Configuration Groups
 Configuration Group: Requests2/4/2019 8:05:46 AMNash DeVita App Config: Configuration Groups
 Configuration Group: Schedule Manager6/27/2019 11:04:44 AMJennifer Carvin App Config: Configuration Groups
 Configuration Group: Security9/4/2018 10:48:06 AMNash DeVita App Config: Configuration Groups
 Configuration Group: SMS Messaging9/4/2018 10:54:43 AMNash DeVita App Config: Configuration Groups
 Configuration Group: Solicitations9/4/2018 10:51:48 AMNash DeVita App Config: Configuration Groups
 Contract Category Management5/3/2021 2:42:58 PMAdam Widmeier Master Reference Data Management & Setup
 Contract Occurrence Management8/31/2018 9:45:58 AMNash DeVita Master Reference Data Management & Setup
 Create a New Workflow12/16/2020 11:44:12 AMNash DeVita Workflow Management
 Create New Import/Update Template5/7/2021 4:33:15 PMAdam Widmeier Data Import Manager
 Create User-Defined/Custom Fields6/26/2019 3:41:17 PMJennifer Carvin Field Manager
 Create/Edit/Delete a Notification Template10/28/2021 2:53:16 PMAdam Widmeier Alerts & Notifications
 Creating Record Flow Templates10/29/2021 2:18:18 PMAdam Widmeier Record Flow Templates
 Criteria Creation and Management12/21/2020 3:14:50 PMNash DeVita Workflow Management
 Custom SubTables1/14/2020 10:31:43 AMTym DeVita Account Maintenance

Letter D; Pages: 6

 Data Import Manager Overview5/7/2021 3:35:22 PMAdam Widmeier Data Import Manager
 Department/Division Management5/3/2021 12:38:09 PMAdam Widmeier Master Reference Data Management & Setup
 Disclaimer of Warranty8/16/2011 12:37:12 PMKelly Allen Manual Overview
 Document Library6/18/2021 11:49:57 AMAdam Widmeier App Config Wizard
 Downloading & Populating Import/Update Templates5/10/2021 3:54:44 PMAdam Widmeier Data Import Manager
 Duplicate Check1/25/2021 3:10:09 PMNash DeVita Field Manager

Letter E; Pages: 3

 Email Inbox Monitoring5/28/2019 11:05:54 AMNash DeVita Email Inbox Monitoring
 External E-Sign Setup5/27/2021 10:10:14 AMAdam Widmeier App Config Wizard
 Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts1/15/2021 2:52:29 PMNash DeVita VISDOM & Risk Management

Letter F; Pages: 6

 Field Manager History8/31/2020 11:34:32 AMNash DeVita Field Manager
 Field Mapper10/29/2021 2:40:21 PMAdam Widmeier Account Maintenance
 Field Update on Compete/Reject2/4/2019 11:45:48 AMNash DeVita Workflow Management
 File Attachment Categories5/7/2021 11:12:14 AMAdam Widmeier Master Reference Data Management & Setup
 File Restriction on Vendor Records5/14/2021 11:50:19 AMAdam Widmeier Vendor/Customer Management
 Full Text Indexing6/8/2021 11:51:00 AMAdam Widmeier App Config Wizard

Letter I; Pages: 3

 Image Library 6/14/2021 12:10:39 PMAdam Widmeier App Config Wizard
 IP Address Restrictions6/16/2021 11:31:35 AMAdam Widmeier App Config Wizard
 Item List9/17/2018 9:41:35 AMNash DeVita Catalog Manager

Letter L; Pages: 4

 Language Resources4/12/2018 10:56:39 AMCS System Uncategorized
 Language Resources6/15/2021 11:58:24 AMAdam Widmeier App Config Wizard
 Legal Hold5/19/2020 2:23:40 PMNash DeVita Employee/User Management
 Location Management5/6/2021 11:25:06 AMAdam Widmeier Master Reference Data Management & Setup

Letter M; Pages: 11

 Manage Application Data3/29/2018 9:00:37 AMNash DeVita App Config Wizard
 Manage Catalogs9/17/2018 10:06:43 AMNash DeVita Catalog Manager
 Manage Current Sessions6/9/2021 12:20:39 PMAdam Widmeier App Config Wizard
 Manage Global Header & Footer6/26/2019 11:30:18 AMNash DeVita Account Maintenance
 Manage License Types6/10/2021 11:54:07 AMAdam Widmeier App Config Wizard
 Manage Main Menu: Core Application Menu(s)6/10/2021 11:27:38 AMAdam Widmeier App Config Wizard
 Manage Main Menu: Work Spaces6/10/2021 11:06:57 AMAdam Widmeier App Config Wizard
 Managing and Editing Fields6/18/2021 10:54:59 AMAdam Widmeier Field Manager
 Mass Transfer Contract Tasks5/26/2021 3:42:54 PMAdam Widmeier Mass Transfers & Updates for Contracts
 Mass Transfer Contracts From/To Employees5/26/2021 3:20:41 PMAdam Widmeier Mass Transfers & Updates for Contracts
 Multi-Factor Authentication (MFA)6/28/2019 10:08:35 AMJennifer Carvin App Config Wizard

Letter N; Pages: 4

 NAICS Code Management5/17/2021 4:51:20 PMAdam Widmeier Master Reference Data Management & Setup
 Natural Language Processing (NLP)1/19/2021 2:13:47 PMNash DeVita VISDOM & Risk Management
 Nonworking Days6/15/2021 12:35:54 PMAdam Widmeier App Config Wizard
 Notification Template Side Menu11/29/2021 2:54:39 PMAdam Widmeier Alerts & Notifications

Letter O; Pages: 5

 Online Document Editing10/26/2021 12:31:47 PMAdam Widmeier App Config Wizard
 Online Report Designer - Insight Reporter5/15/2018 8:38:25 AMNash DeVita Searching & Reporting
 On-Screen Validation Messages2/15/2019 8:28:17 AMNash DeVita Workflow Management
 Open Statuses6/8/2020 2:53:15 PMNash DeVita Workflow Management
 Open Task Pop-Up6/8/2020 1:14:37 PMNash DeVita Workflow Management

Letter P; Pages: 1

 Product Service Catalog9/17/2018 10:09:45 AMNash DeVita Catalog Manager

Letter Q; Pages: 2

 Quick Search Configuration6/16/2021 12:07:55 PMAdam Widmeier App Config Wizard
 Quick Stats Analysis9/17/2018 9:37:06 AMNash DeVita Searching & Reporting

Letter R; Pages: 5

 Record Status Management5/5/2021 2:11:08 PMAdam Widmeier Master Reference Data Management & Setup
 Record Type Management5/13/2021 10:49:15 AMNash DeVita Master Reference Data Management & Setup
 Risk Management with Analytics, AI, and Machine Learning5/28/2019 1:41:55 PMNash DeVita VISDOM & Risk Management
 Risk Management with VISDOM Artificial Intelligence Overview5/29/2019 11:48:41 AMNash DeVita VISDOM & Risk Management
 Risk Mapper and Profiler10/26/2021 12:36:51 PMAdam Widmeier VISDOM & Risk Management

Letter S; Pages: 10

 Scheduled Jobs - Requests4/16/2018 1:16:39 PMCS System Uncategorized
 Scheduled Jobs - Requests4/16/2018 1:17:11 PMNash DeVita Uncategorized
 Schema Explorer9/14/2018 10:16:06 AMNash DeVita Field Manager
 Search Engine Configuration5/18/2021 12:47:15 PMAdam Widmeier App Config Wizard
 Session Performance5/19/2021 11:53:43 AMAdam Widmeier App Config Wizard
 Strategic Recommendations and Planning Overview3/13/2012 12:55:58 PMKelly Allen Uncategorized
 Sub-Tables on Add Screen6/2/2020 11:27:41 AMNash DeVita Field Manager
 System Dashboards6/16/2021 2:47:18 PMAdam Widmeier App Config Wizard
 System Health Check6/15/2021 12:17:09 PMAdam Widmeier App Config Wizard
 System Requirements8/28/2018 5:37:04 PMNash DeVita Manual Overview

Letter T; Pages: 4

 Task Creation and Management6/26/2019 2:55:01 PMJennifer Carvin Workflow Management
 Task Productivity Analysis9/17/2018 9:36:19 AMNash DeVita Searching & Reporting
 Task Status Manager6/8/2020 2:01:29 PMNash DeVita Workflow Management
 Temporary System Lockout10/26/2021 12:08:34 PMAdam Widmeier App Config Wizard

Letter U; Pages: 1

 Uploading & Processing Import/Update Templates5/11/2021 11:35:53 AMAdam Widmeier Data Import Manager

Letter V; Pages: 1

 View Permissions by Record5/14/2021 12:00:48 PMAdam Widmeier Employee/User Management

Letter W; Pages: 5

 Workflow History6/24/2020 11:54:04 AMNash DeVita Workflow Management
 Workflow Tasks Based on Contract Status5/14/2018 10:53:22 AMNash DeVita Workflow Management
 Workflow Tasks Based on Contract Type5/18/2018 3:52:23 PMNash DeVita Workflow Management
 Workflow Tasks Based on Department5/14/2018 10:52:00 AMNash DeVita Workflow Management
 Workflow Visualizer8/9/2018 2:17:30 PMNash DeVita Workflow Management
 
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.