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	00. Helper Applications & Resources Helper Applications Helper Applications Web Plugin Install Instructions 01. Insight Wiki Overview Insight Wiki How-To's How to Use and Navigate Through the Wiki Wiki Page Layout Navigating the Wiki Table of Contents Searching the Wiki Manual Generation 02. Implementing Contract Insight Planning- Contracts Things to Consider Initial Setup Data Planning Templates Departments & Divisions Contract Types Contract Categories Contract Statuses Locations Occurrences/Term Employees/Users Vendors/Companies Integrations Information CobbleStone Systems Helper Applications 03. Admin User Manual Manual Overview Administration Overview Best Practices Recommendations Configuration Group: General System Disclaimer of Warranty System Requirements Master Reference Data Management & Setup Department/Division Management Auto Extract Text Basic Template Management Contract Category Management Contract Occurrence Management Record Status Management Record Type Management Location Management Clause Library Management File Attachment Categories NAICS Code Management Adding MRD Records In-Line Data Import Manager Data Import Manager Overview Create New Import/Update Template Downloading & Populating Import/Update Templates Uploading & Processing Import/Update Templates Mass Transfers & Updates for Contracts Mass Transfer Contracts From/To Employees Mass Update Contract Field Values Mass Transfer Contract Tasks App Config Wizard AppConfig Wizard External E-Sign Setup Application Theme and Style Application Setup Full Text Indexing Manage Application Data Manage Current Sessions Manage Main Menu: Work Spaces Manage Main Menu: Core Application Menu(s) Manage License Types Image Library Language Resources System Health Check Nonworking Days IP Address Restrictions Quick Search Configuration System Dashboards Document Library Multi-Factor Authentication (MFA) Search Engine Configuration Session Performance Temporary System Lockout Online Document Editing App Config: Configuration Groups App Config: Overview Configuration Group: Emailer/Email Manager Configuration Group: Employees Configuration Group: POP3 E-mail Drop Box Configuration Group: Contracts Configuration Group: Passwords Configuration Group: Schedule Manager Configuration Group: Security Configuration Group: Solicitations Configuration Group: SMS Messaging Configuration Group: Requests Configuration Group: Document Authoring App Config: Schedule Manager/Scheduled Jobs 02. Schedule Manager 03. Scheduled Jobs: Contracts 04. Scheduled Jobs: Reports 05. Scheduled Jobs: Solicitations 06. Scheduled Jobs: Requests 07. Scheduled Jobs - Vendors & Customers 01. Manage Schedulers Account Maintenance Bulk Import Data Custom SubTables Field Mapper Bulk Import: Contract Attachments Manage Global Header & Footer Configuration & Data Migration Scripts Field Manager Create User-Defined/Custom Fields Managing and Editing Fields Assign Fields by Contract Type Schema Explorer Sub-Tables on Add Screen Field Manager History Duplicate Check Employee/User Management 01. License Types Overview 02. Adding an Employee/User 03. Editing Employees/Users 04. Employee List 05. Employee Groups & Roles Legal Hold View Permissions by Record Vendor/Customer Management 01. Importing Companies 05. Product Service Codes 02. View and Edit Company/Vendor 03. Add Contacts to Company/Vendor 04. Company/Vendor Rating & Scorecard File Restriction on Vendor Records Workflow Management Advanced Workflow Manager Workflow Tasks Based on Contract Type Workflow Tasks Based on Department Workflow Tasks Based on Contract Status Create a New Workflow Criteria Creation and Management Task Creation and Management Field Update on Compete/Reject Task Status Manager On-Screen Validation Messages Workflow Visualizer Open Statuses Open Task Pop-Up Workflow History Auto-Generate Template Document Searching & Reporting Audit Logging Online Report Designer - Insight Reporter Quick Stats Analysis Task Productivity Analysis Catalog Manager Item List Manage Catalogs Product Service Catalog Employee/User Permissions 01. Security: Permissions Overview 02. Security: Management 03. Assigning & Managing an Employee/User's Permissions 04. Security Groups 05. Advanced/User-Defined Permission Management Decision Matrices 1. Decision Matrix Overview 2. Adding a Decision Matrix 3. Assigning Employees to a Matrix VISDOM & Risk Management Natural Language Processing (NLP) Risk Management with VISDOM Artificial Intelligence Overview Risk Management with Analytics, AI, and Machine Learning Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts Risk Mapper and Profiler Bulk Text Extraction and File Migration Tool Email Inbox Monitoring Email Inbox Monitoring Alerts & Notifications 01. Creating a Notification Template Notification Template Side Menu Create/Edit/Delete a Notification Template Record Flow Templates Creating Record Flow Templates 04. End User General Information General Navigation in Contract Insight Log-in Search Results Audit Log Side Menu Show/Hide E-mail Notifications & Alerts Solicitation Record Alerts Task Alerts on a Solicitation Record Header Area and Top & Side Menus Header Overview News Items Notifications Chat Changing Work Spaces Cloud Drives File Queue 05. End Users: Home Page Options My Calendar Calendar Overview & Navigation Calendar Views Calendar Filtering Calendar Recent Activity Exporting My Calendar Dashboards Dashboards Overview Dashboard Manager My Dashboards Dashboard Docks 06. End Users: Searching & Reporting Find/Search Contracts Searching & Reporting Overview Field Level Searching/View All Filtering & Sorting Find/Search Contracts List Modifying Columns Displayed Exporting Search Results View Contract Records/Files from Search Quick Search Performing a Quick Search Filtering & Sorting the Quick Search Results List Modifying Columns Displayed Exporting the Quick Search Results List View Contract Record & Attachments from Search Searching with the Search Engine Search Files/Notes Search Contract Files Search Contract Notes Advanced File Search Advanced File Search 07. End Users: Contracts Contracts Overview Contracts Overview Contract Record Alerts Adding a Contract Add a Contract Record Add Contract From File Add a Contract by Vendor/Client Add Sub-Table Lines Contract Details Managing & Editing a Contract Record Contract Checklists & Milestones Contract Notes & Comments Contract Price/Cost Schedule Contract Financials Copy a Contract Record Link Contracts Contract Company Information View Vendor/Client Ratings View Contract History Send E-mail from Contract Record Legal Hold Progress Bar Send Secure Email Spend Analytics Update a Record with VISDOM Contracts: Additionally Assigned Assign Additional Departments to a Contract Assign Additional Employees to a Contract Assign Additional Locations to a Contract Assign Additional Vendors/Companies to a Contract Contract Attachments Adding a Contract Attachment Attachment Check-In/Check-Out Folders: Create New Folders: Edit and Move Reattach File as PDF Viewing/Downloading Contract Attachments Attachment Level Viewing Privileges Folders: Move Files OCR PDF Convert PDF to Word Delete an Attachment Online Document Editing Contract Basic Templates Create a Basic Template on a Contract Record Document Versions Manage a Basic Template for a Contract Record Compare Contract Basic Template Versions Exporting a Basic Template Contract Details on the Vendor/Client Gateway Contract Records on the Vendor/Client Gateway Contract Attachments on the Vendor/Client Gateway Contract Notes on the Vendor/Client Gateway 08. End Users: Tasks Contract Tasks Acting Upon/Approving/Rejecting a Task Contract Tasks Overview On-Screen Validation Messages Task Alerts on a Contract Record Adding a "One-Off" Task My Tasks Viewing & Editing a Task Assign Additional Employees to a Task Repeating/Recurring Tasks Deleting Tasks: Bulk Delete 09. End User: Contract Requests Contract Request Process Contract Request Process Overview & Planning Create a Contract Request Reviewing Contract Requests Accepting/Rejecting a Contract Request Create a Contract from a Contract Request Searching Contract Requests Managing & Exporting the Contract Request List Screens Sorting & Filtering the Contract Request List Screens Pending Contract Requests Contract Request Details Manage/Edit a Contract Request Contract Request Attachments & Notes Legal Hold 10. End Users: Vendors/Companies Adding a Vendor/Company Companies Overview Add a Vendor/Company Add Vendor/Company on Contract Add Add Counterparty In-Line Vendor/Company List Viewing, Filtering & Sorting the Company List Modifying Columns Displayed on the Company List Exporting the Company List View Company Contracts Vendor/Company Details Legal Hold Vendor/Company Contract Requests Vendor/Company News Alerts Viewing the Vendor/Company Details Screen Manage & Edit the Company Details Screen Attach a File to Company Details Vendor/Company Contacts Vendor/Company Details Notes Link Vendor/Company Records Vendor/Company Ratings & Scorecard View Vendor/Company Record Activity Map Vendor/Company Location 11. End Users: Ad-Hoc Reports/Searches Ad-Hoc Report Wizard Ad-Hoc Report Wizard: Overview Exporting Ad-Hoc Reports 1. Report Manager: Overview Page 2. Table Selection 3. Field Selection 4. Filters & Conditions 5. Sort Order 6. Assigned To 7. Email Schedule View/Run Ad-Hoc Report Ad-Hoc Report Wizard: Legacy Reports Ad-Hoc Wizard Overview 2. Field Selection 3. Filters & Conditions 4. Sort Order 5. Assigned To 6. Email Schedule View/Run This Ad-Hoc Report Ad-Hoc Report List My Ad-Hoc Reports List Overview View/Run Report Manage/Edit & Delete Reports Sorting & Filtering the Ad-Hoc Reports List Legacy Custom Searches EZ Ad-Hoc Reports 1. Creating an EZ Report 12. Surveys and Decision Trees 1. Decision Trees 1. Using an Assigned Decision Tree 2. Surveys/Questionnaires 01. Surveys/Questionnaires: Overview 02. Question Bank 03. Survey List 04. Add/View a Survey on a Record Hiding Surveys Document Templates Management Document Templates Overview Document Templates Overview Manage Document Package Template Mergeable Content & Attachments Template Overview Select Mergeable Fields Rules & Conditions Referenced Clauses Static Content Mergeable Clause List Mergeable Subtables - Manage Layout Third Party Paper Sub-Tables Mergeable Sub-Tables Mergeable Subtables - Manage Layout E-Approval Flow/Groups 01. Managing E-Approval Flow/Groups 02. Adding An Approval Group 03. Approval Groups Grid 04. Adding A Participant to an Approval Group Approval and Signature Process Templates E-Signature Flow/Groups E-Signature Flow/Groups Overview Adding a Signature Group Adding a Participant to a Signature Group Approval and Signature Process Templates Managing Generated Document E-Approvals & E-Signatures E-Approvals Flow/Groups E-Approvals Processing E-Signature Flow/Groups E-Signature Processing Document Templates: Generation/Merging Generated Document Packages Generated Document Packages Generate New Document Package Manage Generated Document Package E-Approvals - Document Generation E-Approval Flow/Groups - Document Generation E-Approvals Processing E-Signature - Document Generation E-Signature Flow/Groups - Document Generation Creating a New Third Party Paper Template E-Signature Processing Setting Signature Place Holders - E-Signatures Audit Log History & Merged Content - Document Generation Audit Log History & Merged Content Generated Document Packages Without E-Approvals & E-Signatures Document Packages Without E-Approvals/E-Signatures Manage Electronic Approval Process Completed Approval Processes Managing Electronic Approval Groups, Participants & Attachments Manage Electronic Signature Process Completed Signature Processes Managing Electronic Signature Groups, Participants & Attachments Module: Data Aggregator Service Data Aggregator Service Data Aggregator Overview Configure the Integration Reading Results Module: Document Collaboration Gateway Document Collaboration Gateway E-Approvals & E-Signatures Signing Documents - E-Signatures Types of Authentication Approving & Reviewing Documents - E-Approvals Notifications & Email Alerts - E-Approvals Notifications & Email Alerts - E-Signature Initiating an eApproval Initiating an eSignature Process CobbleStone Electronic Signatures Overview Document Collaboration Gateway Settings & Functionality (Internal Users) Managing E-Signature & PIN Access E- Approval/Signature Processes Assigned Manage E-Approval/E-Signature Processes Contract Status Update Manage E-Approval Clause Restrictions Document Collaboration Gateway Settings & Functionality (External Users) Manage E-Signatures and PIN Access E- Approval/Signature Processes Assigned Signing a Document Approving a Document IntelliSign IntelliSign Overview IntelliSign Process from Document Toolbox IntelliSign Process from E-Approvals IntelliSign Process from Record Details IntelliSign Process from Standard Packages Starting an IntelliSign Process Setting Signature Place Holders Module: Purchase Orders PO: Configuration & Setup Purchase Orders Overview Manage PO Fields (PO Details Screen) App Config: Purchase Orders Manage PO Fields (PO Line Item Screen) Manage PO Template Searching Purchase Orders Find/Search Purchase Orders Filtering & Sorting Find/Search POs List View Purchase Order Details from Search Modifying Find/Search PO Columns Displayed Exporting Search Results for Purchase Orders Purchase Order Details Adding a Purchase Order Employee Budget Manage/Edit a PO Add/Search/Delete Attachments for PO Link a PO to a Contract Record Email a Purchase Order Copy a Purchase Order Legal Hold Purchase Order Templates View a PO Template Export/Auto-Attach a PO Template as PDF Issue a PO Purchase Order Line Items Add a Purchase Order Line Item Search/Edit PO Line Item Importing PO Line Items Exporting PO Line Items Filter/Sort PO Line Items Purchase Orders & Contracts Create a PO from a Contract Record Contract Details PO Line Item Grid Link a Contract to a PO Inventory Tracking Overview Partial Fill of an Individual Line Item Complete Fulfillment of an Individual Line Item One Click Fulfillment Consolidation Asset Tracking Catalog Management Manage Catalogs Catalog Item Management Shopping Cart - Requests Shopping Cart - Purchase Orders Import Template for Items Linked Images for Items Punchouts Punchout Catalog Integration Module: Single Sign On Single Sign On Configuration Single Sign On Configuration Module: Solicitations Solicitations 00. Solicitations Overview 01. Solicitation Types 02. Find/Search Solicitations 03. Adding a Solicitation 04. Managing & Editing a Solicitation Record 05. Solicitation Tasks & Alerts 06. Solicitations Workflow 07. Solicitation Attachments 08. Solicitation Notes & Comments 09. Copy a Solicitation Record 10. Link a Contract to a Solicitation Record 11. Create a Contract from a Solicitation Record 12. Assign/Email Respondents to Solicitation Records 13. Assigning Employees/Alerts for Solicitation Records 14. Rating & Scoring Solicitation Respondents 15. Solicitations Questions & Answers 16. Post Bid/Opportunity 17. Product Service Codes 18. Dutch Auctions Legal Hold Solicitation Portal 01. Solicitations Portal Introduction 02. Solicitations Portal Overview 03. Navigating the Solicitations Portal Module: Vendor/Client Gateway Step 1: Vendor/Client Gateway Configuration 1.1 Vendor/Client Gateway Overview 1.2 Overview of Application Configuration: Gateway 1.3 Managing Access to the Gateway 1.4 Managing Content on the Gateway 1.5 Managing Emails on the Gateway 1.6 Additional Gateway Configuration Settings 1.7 Manage Main Menu: Vendor/Client Gateway 1.8 Manage Gateway File Categories 1.9 Multi-Factor Authentication Step 2: Managing Gateway Fields 2.1 Contract & Committal Fields 2.2 Solicitation & Procurement Fields 2.3 Contract & Committal Request Fields 2.4 Company Contacts & Users Fields 2.5 Vendor/Customer Information Fields Step 3: Managing Content Visible on the Gateway 3.1 Contract & Committal Content 3.2 Solicitation & Procurement Content Step 4: Managing Vendors/Clients on the Gateway 4.1 Adding a Company Contact in Contract Insight Core 4.2 Activating a Company Contact Account Step 5: Vendors/Clients on the Gateway 5.1 Creating an Account on the Gateway 5.2 Adding a Contact/User through the Gateway 5.3 Logging In/Forgot Password 5.4 Changing Your Password 5.5 Opting out of Email Messages Step 6: Down Selection 1. Down Selection/BAFO Users: Using the Vendor/Client Gateway Overview of Content on the Gateway Contracts & Committals Surveys & Questionnaires Product Service Codes Users: Public Searches Viewing Public Solicitations Open Source Attribution & Licenses Open Source Software Default for Open Source Software Report Designer Manual Report Designer Overview Report Designer Documentation System APIs & Integrations Integration Overview REST API Overview and Sample Application

Table of Contents for Wiki Manual(s)

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Table of Contents for this Manual:

Section List

Name

Page Count

Description

Last Updated By

Last Updated On

RadDatePicker
RadDatePicker
	Open the calendar popup.

Master Reference Data Management & Setup

Menus & functionality for configuring the Contract Insight application.

Adam Widmeier

5/5/2021 2:50:43 PM

Employee/User Management

Management & functionality for employees/users.

Kelly Allen

3/13/2012 9:41:57 AM

Workflow Management

Areas & functionality for managing tasks, pre-defined tasks, and workflow events.

Nash DeVita

6/8/2020 2:42:03 PM

Field Manager

Functionality of Contract Insight's in-depth custom field management.

Kelly Allen

3/13/2012 9:40:42 AM

Manual Overview

Default for Application Admin Manual

Kelly Allen

3/13/2012 9:36:39 AM

Searching & Reporting

Areas & functionality for all admin aspects of searching and reporting within the application.

Matthew Friebis

7/14/2011 5:27:37 PM

Vendor/Customer Management

Management & functionality for vendors, customers, clients, etc.

Matthew Friebis

1/21/2016 3:23:47 PM

App Config Wizard

Breakdown of Contract Insight's "AppConfig Wizard" overview and settings.

Nash DeVita

2/28/2019 9:42:05 AM

Account Maintenance

Functionality and links for the "Account Maintenance" screen under "Manage/Setup".

Kelly Allen

10/7/2011 1:24:59 PM

App Config: Schedule Manager/Scheduled Jobs

Overview of schedule managers and default values.

Kelly Allen

3/15/2012 1:23:55 PM

App Config: Configuration Groups

Overview of the Configuration Groups and what the settings for each group do.

Kelly Allen

3/15/2012 1:23:23 PM

Data Import Manager

Overview of the Data Import Manager and how to create templates for mass importing and updating.

Kelly Allen

9/6/2016 10:24:57 AM

Mass Transfers & Updates for Contracts

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 Allen

10/28/2016 5:22:20 PM

Catalog Manager

Management of catalogs and items for Purchase Orders.

Nash DeVita

8/21/2018 10:38:13 AM

Employee/User Permissions

Nash DeVita

1/20/2021 2:37:38 PM

Decision Matrices

Nash DeVita

2/8/2019 8:17:29 AM

VISDOM & Risk Management

Nash DeVita

2/22/2019 3:27:43 PM

Email Inbox Monitoring

Nash DeVita

5/28/2019 10:55:05 AM

Alerts & Notifications

Adam Widmeier

2/3/2021 4:01:14 PM

Record Flow Templates

Adam Widmeier

10/29/2021 2:12:00 PM

Page List:

Page Title

Last Updated On

Last Updated By

Section Name(s)

RadDatePicker
RadDatePicker
	Open the calendar popup.

Letter ; Pages: 1

Mass Update Contract Field Values

5/26/2021 3:21:44 PM

Adam Widmeier

Mass Transfers & Updates for Contracts

Letter 0; Pages: 23

01. Creating a Notification Template

11/29/2021 2:43:58 PM

Adam Widmeier

Alerts & Notifications

01. Importing Companies

5/10/2018 9:45:30 AM

Nash DeVita

Vendor/Customer Management

01. License Types Overview

9/14/2018 10:26:58 AM

Nash DeVita

Employee/User Management

01. Manage Schedulers

9/14/2018 9:19:37 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

01. Security: Permissions Overview

5/7/2018 11:25:45 AM

Nash DeVita

Employee/User Permissions

02. Adding an Employee/User

1/13/2020 3:03:37 PM

Tym DeVita

Employee/User Management

02. Schedule Manager

5/21/2020 11:14:41 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

02. Security: Management

5/7/2018 10:43:55 AM

Nash DeVita

Employee/User Permissions

02. View and Edit Company/Vendor

9/14/2018 11:41:23 AM

Nash DeVita

Vendor/Customer Management

03. Add Contacts to Company/Vendor

6/25/2019 1:01:33 PM

Jennifer Carvin

Vendor/Customer Management

03. Assigning & Managing an Employee/User's Permissions

9/17/2018 10:15:24 AM

Nash DeVita

Employee/User Permissions

03. Editing Employees/Users

6/25/2019 11:42:20 AM

Jennifer Carvin

Employee/User Management

03. Scheduled Jobs: Contracts

9/14/2018 9:08:12 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

04. Company/Vendor Rating & Scorecard

9/14/2018 11:42:50 AM

Nash DeVita

Vendor/Customer Management

04. Employee List

9/14/2018 10:38:42 AM

Nash DeVita

Employee/User Management

04. Scheduled Jobs: Reports

9/14/2018 9:13:07 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

04. Security Groups

10/26/2021 12:48:05 PM

Adam Widmeier

Employee/User Permissions

05. Advanced/User-Defined Permission Management

3/6/2019 9:52:54 AM

Nash DeVita

Employee/User Permissions

05. Employee Groups & Roles

9/14/2018 10:40:29 AM

Nash DeVita

Employee/User Management

05. Product Service Codes

9/14/2018 11:44:00 AM

Nash DeVita

Vendor/Customer Management

05. Scheduled Jobs: Solicitations

9/14/2018 9:14:04 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

06. Scheduled Jobs: Requests

9/14/2018 9:22:26 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

07. Scheduled Jobs - Vendors & Customers

9/14/2018 9:22:39 AM

Nash DeVita

App Config: Schedule Manager/Scheduled Jobs

Letter 1; Pages: 2

1. Decision Matrix Overview

2/8/2019 8:15:36 AM

Nash DeVita

Uncategorized

1. Decision Matrix Overview

2/8/2019 8:29:44 AM

Nash DeVita

Decision Matrices

Letter 2; Pages: 1

2. Adding a Decision Matrix

2/8/2019 8:59:24 AM

Nash DeVita

Decision Matrices

Letter 3; Pages: 1

3. Assigning Employees to a Matrix

2/8/2019 9:04:56 AM

Nash DeVita

Decision Matrices

Letter A; Pages: 12

Adding MRD Records In-Line

9/1/2020 10:22:21 AM

Nash DeVita

Master Reference Data Management & Setup

Administration Overview

10/4/2011 10:38:00 AM

Kelly Allen

Manual Overview

Advanced Workflow Manager

2/4/2019 8:31:51 AM

Nash DeVita

Workflow Management

App Config: Overview

5/21/2020 11:12:54 AM

Nash DeVita

App Config: Configuration Groups

AppConfig Wizard

6/26/2019 3:24:50 PM

Jennifer Carvin

App Config Wizard

Application Setup

5/27/2021 10:47:39 AM

Adam Widmeier

App Config Wizard

Application Theme and Style

4/12/2018 10:23:07 AM

CS System

Uncategorized

Application Theme and Style

5/27/2021 10:28:22 AM

Adam Widmeier

App Config Wizard

Assign Fields by Contract Type

10/26/2021 2:13:00 PM

Adam Widmeier

Field Manager

Audit Logging

9/14/2018 4:47:17 PM

Nash DeVita

Searching & Reporting

Auto Extract Text

4/30/2021 12:11:04 PM

Adam Widmeier

Master Reference Data Management & Setup

Auto-Generate Template Document

7/26/2021 3:35:41 PM

Adam Widmeier

Workflow Management

Letter B; Pages: 5

Basic Template Management

10/18/2019 3:58:55 PM

Nash DeVita

Master Reference Data Management & Setup

Best Practices Recommendations

8/28/2018 5:23:49 PM

Nash DeVita

Manual Overview

Bulk Import Data

9/14/2018 9:36:16 AM

Nash DeVita

Account Maintenance

Bulk Import: Contract Attachments

9/14/2018 9:50:10 AM

Nash DeVita

Account Maintenance

Bulk Text Extraction and File Migration Tool

6/2/2020 10:59:02 AM

Nash DeVita

VISDOM & Risk Management

Letter C; Pages: 23

Clause Library Management

5/6/2021 12:30:44 PM

Adam Widmeier

Master Reference Data Management & Setup

Configuration & Data Migration Scripts

10/29/2021 10:41:07 AM

Adam Widmeier

Account Maintenance

Configuration Group: Contracts

6/28/2019 10:56:00 AM

Jennifer Carvin

App Config: Configuration Groups

Configuration Group: Document Authoring

2/24/2020 7:13:57 AM

Nash DeVita

App Config: Configuration Groups

Configuration Group: Emailer/Email Manager

11/4/2021 10:50:40 AM

Adam Widmeier

App Config: Configuration Groups

Configuration Group: Employees

11/4/2021 10:59:25 AM

Adam Widmeier

App Config: Configuration Groups

Configuration Group: General System

2/4/2019 8:18:23 AM

Nash DeVita

Manual Overview

Configuration Group: Passwords

4/5/2018 1:48:28 PM

Nash DeVita

App Config: Configuration Groups

Configuration Group: POP3 E-mail Drop Box

11/4/2021 11:03:59 AM

Adam Widmeier

App Config: Configuration Groups

Configuration Group: Requests

2/4/2019 8:05:46 AM

Nash DeVita

App Config: Configuration Groups

Configuration Group: Schedule Manager

6/27/2019 11:04:44 AM

Jennifer Carvin

App Config: Configuration Groups

Configuration Group: Security

9/4/2018 10:48:06 AM

Nash DeVita

App Config: Configuration Groups

Configuration Group: SMS Messaging

9/4/2018 10:54:43 AM

Nash DeVita

App Config: Configuration Groups

Configuration Group: Solicitations

9/4/2018 10:51:48 AM

Nash DeVita

App Config: Configuration Groups

Contract Category Management

5/3/2021 2:42:58 PM

Adam Widmeier

Master Reference Data Management & Setup

Contract Occurrence Management

8/31/2018 9:45:58 AM

Nash DeVita

Master Reference Data Management & Setup

Create a New Workflow

12/16/2020 11:44:12 AM

Nash DeVita

Workflow Management

Create New Import/Update Template

5/7/2021 4:33:15 PM

Adam Widmeier

Data Import Manager

Create User-Defined/Custom Fields

6/26/2019 3:41:17 PM

Jennifer Carvin

Field Manager

Create/Edit/Delete a Notification Template

10/28/2021 2:53:16 PM

Adam Widmeier

Alerts & Notifications

Creating Record Flow Templates

10/29/2021 2:18:18 PM

Adam Widmeier

Record Flow Templates

Criteria Creation and Management

12/21/2020 3:14:50 PM

Nash DeVita

Workflow Management

Custom SubTables

1/14/2020 10:31:43 AM

Tym DeVita

Account Maintenance

Letter D; Pages: 6

Data Import Manager Overview

5/7/2021 3:35:22 PM

Adam Widmeier

Data Import Manager

Department/Division Management

5/3/2021 12:38:09 PM

Adam Widmeier

Master Reference Data Management & Setup

Disclaimer of Warranty

8/16/2011 12:37:12 PM

Kelly Allen

Manual Overview

Document Library

6/18/2021 11:49:57 AM

Adam Widmeier

App Config Wizard

Downloading & Populating Import/Update Templates

5/10/2021 3:54:44 PM

Adam Widmeier

Data Import Manager

Duplicate Check

1/25/2021 3:10:09 PM

Nash DeVita

Field Manager

Letter E; Pages: 3

Email Inbox Monitoring

5/28/2019 11:05:54 AM

Nash DeVita

Email Inbox Monitoring

External E-Sign Setup

5/27/2021 10:10:14 AM

Adam Widmeier

App Config Wizard

Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts

1/15/2021 2:52:29 PM

Nash DeVita

VISDOM & Risk Management

Letter F; Pages: 6

Field Manager History

8/31/2020 11:34:32 AM

Nash DeVita

Field Manager

Field Mapper

10/29/2021 2:40:21 PM

Adam Widmeier

Account Maintenance

Field Update on Compete/Reject

2/4/2019 11:45:48 AM

Nash DeVita

Workflow Management

File Attachment Categories

5/7/2021 11:12:14 AM

Adam Widmeier

Master Reference Data Management & Setup

File Restriction on Vendor Records

5/14/2021 11:50:19 AM

Adam Widmeier

Vendor/Customer Management

Full Text Indexing

6/8/2021 11:51:00 AM

Adam Widmeier

App Config Wizard

Letter I; Pages: 3

Image Library

6/14/2021 12:10:39 PM

Adam Widmeier

App Config Wizard

IP Address Restrictions

6/16/2021 11:31:35 AM

Adam Widmeier

App Config Wizard

Item List

9/17/2018 9:41:35 AM

Nash DeVita

Catalog Manager

Letter L; Pages: 4

Language Resources

4/12/2018 10:56:39 AM

CS System

Uncategorized

Language Resources

6/15/2021 11:58:24 AM

Adam Widmeier

App Config Wizard

Legal Hold

5/19/2020 2:23:40 PM

Nash DeVita

Employee/User Management

Location Management

5/6/2021 11:25:06 AM

Adam Widmeier

Master Reference Data Management & Setup

Letter M; Pages: 11

Manage Application Data

3/29/2018 9:00:37 AM

Nash DeVita

App Config Wizard

Manage Catalogs

9/17/2018 10:06:43 AM

Nash DeVita

Catalog Manager

Manage Current Sessions

6/9/2021 12:20:39 PM

Adam Widmeier

App Config Wizard

Manage Global Header & Footer

6/26/2019 11:30:18 AM

Nash DeVita

Account Maintenance

Manage License Types

6/10/2021 11:54:07 AM

Adam Widmeier

App Config Wizard

Manage Main Menu: Core Application Menu(s)

6/10/2021 11:27:38 AM

Adam Widmeier

App Config Wizard

Manage Main Menu: Work Spaces

6/10/2021 11:06:57 AM

Adam Widmeier

App Config Wizard

Managing and Editing Fields

6/18/2021 10:54:59 AM

Adam Widmeier

Field Manager

Mass Transfer Contract Tasks

5/26/2021 3:42:54 PM

Adam Widmeier

Mass Transfers & Updates for Contracts

Mass Transfer Contracts From/To Employees

5/26/2021 3:20:41 PM

Adam Widmeier

Mass Transfers & Updates for Contracts

Multi-Factor Authentication (MFA)

6/28/2019 10:08:35 AM

Jennifer Carvin

App Config Wizard

Letter N; Pages: 4

NAICS Code Management

5/17/2021 4:51:20 PM

Adam Widmeier

Master Reference Data Management & Setup

Natural Language Processing (NLP)

1/19/2021 2:13:47 PM

Nash DeVita

VISDOM & Risk Management

Nonworking Days

6/15/2021 12:35:54 PM

Adam Widmeier

App Config Wizard

Notification Template Side Menu

11/29/2021 2:54:39 PM

Adam Widmeier

Alerts & Notifications

Letter O; Pages: 5

Online Document Editing

10/26/2021 12:31:47 PM

Adam Widmeier

App Config Wizard

Online Report Designer - Insight Reporter

5/15/2018 8:38:25 AM

Nash DeVita

Searching & Reporting

On-Screen Validation Messages

2/15/2019 8:28:17 AM

Nash DeVita

Workflow Management

Open Statuses

6/8/2020 2:53:15 PM

Nash DeVita

Workflow Management

Open Task Pop-Up

6/8/2020 1:14:37 PM

Nash DeVita

Workflow Management

Letter P; Pages: 1

Product Service Catalog

9/17/2018 10:09:45 AM

Nash DeVita

Catalog Manager

Letter Q; Pages: 2

Quick Search Configuration

6/16/2021 12:07:55 PM

Adam Widmeier

App Config Wizard

Quick Stats Analysis

9/17/2018 9:37:06 AM

Nash DeVita

Searching & Reporting

Letter R; Pages: 5

Record Status Management

5/5/2021 2:11:08 PM

Adam Widmeier

Master Reference Data Management & Setup

Record Type Management

5/13/2021 10:49:15 AM

Nash DeVita

Master Reference Data Management & Setup

Risk Management with Analytics, AI, and Machine Learning

5/28/2019 1:41:55 PM

Nash DeVita

VISDOM & Risk Management

Risk Management with VISDOM Artificial Intelligence Overview

5/29/2019 11:48:41 AM

Nash DeVita

VISDOM & Risk Management

Risk Mapper and Profiler

10/26/2021 12:36:51 PM

Adam Widmeier

VISDOM & Risk Management

Letter S; Pages: 10

Scheduled Jobs - Requests

4/16/2018 1:16:39 PM

CS System

Uncategorized

Scheduled Jobs - Requests

4/16/2018 1:17:11 PM

Nash DeVita

Uncategorized

Schema Explorer

9/14/2018 10:16:06 AM

Nash DeVita

Field Manager

Search Engine Configuration

5/18/2021 12:47:15 PM

Adam Widmeier

App Config Wizard

Session Performance

5/19/2021 11:53:43 AM

Adam Widmeier

App Config Wizard

Strategic Recommendations and Planning Overview

3/13/2012 12:55:58 PM

Kelly Allen

Uncategorized

Sub-Tables on Add Screen

6/2/2020 11:27:41 AM

Nash DeVita

Field Manager

System Dashboards

6/16/2021 2:47:18 PM

Adam Widmeier

App Config Wizard

System Health Check

6/15/2021 12:17:09 PM

Adam Widmeier

App Config Wizard

System Requirements

8/28/2018 5:37:04 PM

Nash DeVita

Manual Overview

Letter T; Pages: 4

Task Creation and Management

6/26/2019 2:55:01 PM

Jennifer Carvin

Workflow Management

Task Productivity Analysis

9/17/2018 9:36:19 AM

Nash DeVita

Searching & Reporting

Task Status Manager

6/8/2020 2:01:29 PM

Nash DeVita

Workflow Management

Temporary System Lockout

10/26/2021 12:08:34 PM

Adam Widmeier

App Config Wizard

Letter U; Pages: 1

Uploading & Processing Import/Update Templates

5/11/2021 11:35:53 AM

Adam Widmeier

Data Import Manager

Letter V; Pages: 1

View Permissions by Record

5/14/2021 12:00:48 PM

Adam Widmeier

Employee/User Management

Letter W; Pages: 5

Workflow History

6/24/2020 11:54:04 AM

Nash DeVita

Workflow Management

Workflow Tasks Based on Contract Status

5/14/2018 10:53:22 AM

Nash DeVita

Workflow Management

Workflow Tasks Based on Contract Type

5/18/2018 3:52:23 PM

Nash DeVita

Workflow Management

Workflow Tasks Based on Department

5/14/2018 10:52:00 AM

Nash DeVita

Workflow Management

Workflow Visualizer

8/9/2018 2:17:30 PM

Nash DeVita

Workflow Management