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17.3.0.180928
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17.1.0.170623
12.10.3.161226 & Prior
Version Released On:
Friday, October 8, 2021
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Navigation
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
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01. Insight Wiki Overview
04. End User General Information
Report Designer Manual
03. Admin User Manual
Module: Solicitations
Document Templates Management
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07. End Users: Contracts
08. End Users: Tasks
06. End Users: Searching & Reporting
05. End Users: Home Page Options
10. End Users: Vendors/Companies
11. End Users: Ad-Hoc Reports/Searches
09. End User: Contract Requests
Module: Purchase Orders
02. Implementing Contract Insight
Document Templates: Generation/Merging
Module: Document Collaboration Gateway
Module: Single Sign On
12. Surveys and Decision Trees
System APIs & Integrations
Module: Data Aggregator Service
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Manual:
04. End User General Information
Section(s):
General Navigation in Contract Insight
Best Practices Recommendations
Manual:
03. Admin User Manual
Section(s):
Manual Overview
Location Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
Department/Division Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
02. Security: Management
Manual:
03. Admin User Manual
Section(s):
Employee/User Permissions
05. Employee Groups & Roles
Manual:
03. Admin User Manual
Section(s):
Employee/User Management
02. View and Edit Company/Vendor
Manual:
03. Admin User Manual
Section(s):
Vendor/Customer Management
Contract Category Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
Record Type Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
Advanced Workflow Manager
Manual:
03. Admin User Manual
Section(s):
Workflow Management
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
Performing a Quick Search
Manual:
06. End Users: Searching & Reporting
Section(s):
Quick Search
Create User-Defined/Custom Fields
Manual:
03. Admin User Manual
Section(s):
Field Manager
Assign Fields by Contract Type
Manual:
03. Admin User Manual
Section(s):
Field Manager
04. Security Groups
Manual:
03. Admin User Manual
Section(s):
Employee/User Permissions
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
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
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
View/Run This Ad-Hoc Report
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report Wizard: Legacy Reports
Field Mapper
Manual:
03. Admin User Manual
Section(s):
Account Maintenance
Audit Logging
Manual:
03. Admin User Manual
Section(s):
Searching & Reporting
Contracts Overview
Manual:
07. End Users: Contracts
Section(s):
Contracts Overview
Add a Contract Record
Manual:
07. End Users: Contracts
Section(s):
Adding a Contract
Managing & Editing a Contract Record
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Adding a Contract Attachment
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
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
Assign Additional Vendors/Companies to a Contract
Manual:
07. End Users: Contracts
Section(s):
Contracts: Additionally Assigned
Assign Additional Departments to a Contract
Manual:
07. End Users: Contracts
Section(s):
Contracts: Additionally Assigned
Contract Notes & Comments
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Link Contracts
Manual:
07. End Users: Contracts
Section(s):
Contract Details
View Contract History
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Contract Financials
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Copy a Contract Record
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Calendar Recent Activity
Manual:
05. End Users: Home Page Options
Section(s):
My Calendar
Add a Vendor/Company
Manual:
10. End Users: Vendors/Companies
Section(s):
Adding a Vendor/Company
Viewing the Vendor/Company Details Screen
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
View Company Contracts
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company List
Link Vendor/Company Records
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Vendor/Company Contacts
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Vendor/Company Details Notes
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Attach a File to Company Details
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
View Vendor/Company Record Activity
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Field Level Searching/View All
Manual:
06. End Users: Searching & Reporting
Section(s):
Find/Search Contracts
Search Contract Files
Manual:
06. End Users: Searching & Reporting
Section(s):
Search Files/Notes
Adding a "One-Off" Task
Manual:
08. End Users: Tasks
Section(s):
Contract Tasks
Viewing & Editing 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
Attachment Check-In/Check-Out
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Bulk Import Data
Manual:
03. Admin User Manual
Section(s):
Account Maintenance
Bulk Import: Contract Attachments
Manual:
03. Admin User Manual
Section(s):
Account Maintenance
09. Copy a Solicitation Record
Manual:
Module: Solicitations
Section(s):
Solicitations
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
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
Clause Library Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
02. Adding an Employee/User
Manual:
03. Admin User Manual
Section(s):
Employee/User Management
01. License Types Overview
Manual:
03. Admin User Manual
Section(s):
Employee/User Management
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: 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
Configuration Group: Solicitations
Manual:
03. Admin User Manual
Section(s):
App Config: Configuration Groups
Create a Contract from a Contract Request
Manual:
09. End User: Contract Requests
Section(s):
Contract Request Process
Managing and Editing Fields
Manual:
03. Admin User Manual
Section(s):
Field Manager
Create a Basic Template on a Contract Record
Manual:
07. End Users: Contracts
Section(s):
Contract Basic Templates
Contract Records on the Vendor/Client Gateway
Manual:
07. End Users: Contracts
Section(s):
Contract Details on the Vendor/Client Gateway
Add a Contract by Vendor/Client
Manual:
07. End Users: Contracts
Section(s):
Adding a Contract
Viewing/Downloading Contract Attachments
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Attachment Level Viewing Privileges
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Manage a Basic Template for a Contract Record
Manual:
07. End Users: Contracts
Section(s):
Contract Basic Templates
Compare Contract Basic Template Versions
Manual:
07. End Users: Contracts
Section(s):
Contract Basic Templates
Exporting a Basic Template
Manual:
07. End Users: Contracts
Section(s):
Contract Basic Templates
Add Contract From File
Manual:
07. End Users: Contracts
Section(s):
Adding a Contract
Search Contract Notes
Manual:
06. End Users: Searching & Reporting
Section(s):
Search Files/Notes
Filtering & Sorting Find/Search Contracts List
Manual:
06. End Users: Searching & Reporting
Section(s):
Find/Search Contracts
View Contract Records/Files from Search
Manual:
06. End Users: Searching & Reporting
Section(s):
Find/Search Contracts
View Contract Record & Attachments from Search
Manual:
06. End Users: Searching & Reporting
Section(s):
Quick Search
Manage/Edit a Contract Request
Manual:
09. End User: Contract Requests
Section(s):
Contract Request Details
Accepting/Rejecting a Contract Request
Manual:
09. End User: Contract Requests
Section(s):
Contract Request Process
Add Vendor/Company on Contract Add
Manual:
10. End Users: Vendors/Companies
Section(s):
Adding a Vendor/Company
Manage & Edit the Company Details Screen
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Contract Attachments on the Vendor/Client Gateway
Manual:
07. End Users: Contracts
Section(s):
Contract Details on the Vendor/Client Gateway
Contract Notes on the Vendor/Client Gateway
Manual:
07. End Users: Contracts
Section(s):
Contract Details on the Vendor/Client Gateway
1.2 Overview of Application Configuration: Gateway
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 1: Vendor/Client Gateway Configuration
4.1 Adding a Company Contact in Contract Insight Core
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 4: Managing Vendors/Clients on the Gateway
2.4 Company Contacts & Users Fields
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 2: Managing Gateway Fields
4.2 Activating a Company Contact Account
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 4: Managing Vendors/Clients on the Gateway
My Ad-Hoc Reports List Overview
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report List
View/Run Report
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report List
Sorting & Filtering the Ad-Hoc Reports List
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report List
3.1 Contract & Committal Content
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 3: Managing Content Visible on the Gateway
Adding a Purchase Order
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
Add a Purchase Order Line Item
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Line Items
Create a PO from a Contract Record
Manual:
Module: Purchase Orders
Section(s):
Purchase Orders & Contracts
App Config: Purchase Orders
Manual:
Module: Purchase Orders
Section(s):
PO: Configuration & Setup
View Purchase Order Details from Search
Manual:
Module: Purchase Orders
Section(s):
Searching Purchase Orders
Initial Setup Data Planning Templates
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Departments & Divisions
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Contract Types
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Contract Categories
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Contract Statuses
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Locations
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Occurrences/Term
Manual:
02. Implementing Contract Insight
Section(s):
Planning- Contracts
Manage/Edit a PO
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
Link a PO to a Contract Record
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
Email a Purchase Order
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
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
Search/Edit PO Line Item
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Line Items
Contract Details PO Line Item Grid
Manual:
Module: Purchase Orders
Section(s):
Purchase Orders & Contracts
Link a Contract to a PO
Manual:
Module: Purchase Orders
Section(s):
Purchase Orders & Contracts
Contracts & Committals
Manual:
Module: Vendor/Client Gateway
Section(s):
Users: Using the Vendor/Client Gateway
Generated Document Packages
Manual:
Document Templates: Generation/Merging
Section(s):
Generated Document Packages
Document Packages Without E-Approvals/E-Signatures
Manual:
Document Templates: Generation/Merging
Section(s):
Generated Document Packages Without E-Approvals & E-Signatures
Completed Signature Processes
Manual:
Document Templates: Generation/Merging
Section(s):
Manage Electronic Signature Process
Completed Approval Processes
Manual:
Document Templates: Generation/Merging
Section(s):
Manage Electronic Approval Process
Rules & Conditions
Manual:
Document Templates Management
Section(s):
Manage Document Package Template
Mergeable Sub-Tables
Manual:
Document Templates Management
Section(s):
Sub-Tables
Mergeable Content & Attachments
Manual:
Document Templates Management
Section(s):
Uncategorized
Third Party Paper
Manual:
Document Templates Management
Section(s):
Manage Document Package Template
E-Approvals Processing
Manual:
Document Templates Management
Section(s):
Managing Generated Document E-Approvals & E-Signatures
E-Signature Processing
Manual:
Document Templates Management
Section(s):
Managing Generated Document E-Approvals & E-Signatures
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
Manage Generated Document Package
Manual:
Document Templates: Generation/Merging
Section(s):
Generated Document Packages
Access E- Approval/Signature Processes Assigned
Manual:
Module: Document Collaboration Gateway
Section(s):
Document Collaboration Gateway Settings & Functionality (Internal Users)
Manage E-Approval/E-Signature Processes
Manual:
Module: Document Collaboration Gateway
Section(s):
Document Collaboration Gateway Settings & Functionality (Internal Users)
IntelliSign Process from Record Details
Manual:
Module: Document Collaboration Gateway
Section(s):
IntelliSign
IntelliSign Process from Document Toolbox
Manual:
Module: Document Collaboration Gateway
Section(s):
IntelliSign
IntelliSign Process from Standard Packages
Manual:
Module: Document Collaboration Gateway
Section(s):
IntelliSign
Starting an IntelliSign Process
Manual:
Module: Document Collaboration Gateway
Section(s):
IntelliSign
Approving & Reviewing Documents - E-Approvals
Manual:
Module: Document Collaboration Gateway
Section(s):
Document Collaboration Gateway E-Approvals & E-Signatures
Signing Documents - E-Signatures
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
Send E-mail from Contract Record
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Create New Import/Update Template
Manual:
03. Admin User Manual
Section(s):
Data Import Manager
Downloading & Populating Import/Update Templates
Manual:
03. Admin User Manual
Section(s):
Data Import Manager
Uploading & Processing Import/Update Templates
Manual:
03. Admin User Manual
Section(s):
Data Import Manager
Language Resources
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
System Health Check
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
External E-Sign Setup
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
Document Library
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
Item List
Manual:
03. Admin User Manual
Section(s):
Catalog Manager
Manage Catalogs
Manual:
03. Admin User Manual
Section(s):
Catalog Manager
Product Service Catalog
Manual:
03. Admin User Manual
Section(s):
Catalog Manager
File Attachment Categories
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
NAICS Code Management
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
Legal Hold
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Progress Bar
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Folders: Create New
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Folders: Edit and Move
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Folders: Move Files
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Reattach File as PDF
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
OCR PDF
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Convert PDF to Word
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Delete an Attachment
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
Employee Budget
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
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
03. Survey List
Manual:
12. Surveys and Decision Trees
Section(s):
2. Surveys/Questionnaires
04. Add/View a Survey on a Record
Manual:
12. Surveys and Decision Trees
Section(s):
2. Surveys/Questionnaires
05. Product Service Codes
Manual:
03. Admin User Manual
Section(s):
Vendor/Customer Management
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
1. Decision Matrix Overview
Manual:
03. Admin User Manual
Section(s):
Decision Matrices
1. Down Selection/BAFO
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 6: Down Selection
Contract Status Update
Manual:
Module: Document Collaboration Gateway
Section(s):
Document Collaboration Gateway Settings & Functionality (Internal Users)
Copy a Purchase Order
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
1. Creating an EZ Report
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
EZ Ad-Hoc Reports
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
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
Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
Manual:
03. Admin User Manual
Section(s):
VISDOM & Risk Management
Manage Main Menu: Work Spaces
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
1. Report Manager: Overview Page
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report Wizard
3. Field Selection
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report Wizard
4. Filters & Conditions
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report Wizard
6. Assigned To
Manual:
11. End Users: Ad-Hoc Reports/Searches
Section(s):
Ad-Hoc Report Wizard
View/Run Ad-Hoc Report
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
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
Email Inbox Monitoring
Manual:
03. Admin User Manual
Section(s):
Email Inbox Monitoring
Cloud Drives
Manual:
04. End User General Information
Section(s):
Header Area and Top & Side Menus
Configuration Group: Document Authoring
Manual:
03. Admin User Manual
Section(s):
App Config: Configuration Groups
REST API Overview and Sample Application
Manual:
System APIs & Integrations
Section(s):
Integration Overview
CobbleStone Systems Helper Applications
Manual:
02. Implementing Contract Insight
Section(s):
Integrations Information
Configuration Group: POP3 E-mail Drop Box
Manual:
03. Admin User Manual
Section(s):
App Config: Configuration Groups
Catalog Item Management
Manual:
Module: Purchase Orders
Section(s):
Catalog Management
Linked Images for Items
Manual:
Module: Purchase Orders
Section(s):
Catalog Management
Hiding Surveys
Manual:
12. Surveys and Decision Trees
Section(s):
2. Surveys/Questionnaires
Legal Hold
Manual:
09. End User: Contract Requests
Section(s):
Contract Request Details
Legal Hold
Manual:
10. End Users: Vendors/Companies
Section(s):
Vendor/Company Details
Legal Hold
Manual:
03. Admin User Manual
Section(s):
Employee/User Management
Legal Hold
Manual:
Module: Purchase Orders
Section(s):
Purchase Order Details
Legal Hold
Manual:
Module: Solicitations
Section(s):
Solicitations
File Queue
Manual:
04. End User General Information
Section(s):
Header Area and Top & Side Menus
Advanced File Search
Manual:
06. End Users: Searching & Reporting
Section(s):
Advanced File Search
Sub-Tables on Add Screen
Manual:
03. Admin User Manual
Section(s):
Field Manager
Open Task Pop-Up
Manual:
03. Admin User Manual
Section(s):
Workflow Management
Task Status Manager
Manual:
03. Admin User Manual
Section(s):
Workflow Management
Workflow History
Manual:
03. Admin User Manual
Section(s):
Workflow Management
Auto-Generate Template Document
Manual:
03. Admin User Manual
Section(s):
Workflow Management
Approval and Signature Process Templates
Manual:
Document Templates Management
Section(s):
E-Approval Flow/Groups
,
E-Signature Flow/Groups
1.8 Manage Gateway File Categories
Manual:
Module: Vendor/Client Gateway
Section(s):
Step 1: Vendor/Client Gateway Configuration
Data Aggregator Overview
Manual:
Module: Data Aggregator Service
Section(s):
Data Aggregator Service
Reading Results
Manual:
Module: Data Aggregator Service
Section(s):
Data Aggregator Service
Add Sub-Table Lines
Manual:
07. End Users: Contracts
Section(s):
Adding a Contract
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
Adding MRD Records In-Line
Manual:
03. Admin User Manual
Section(s):
Master Reference Data Management & Setup
Add Counterparty In-Line
Manual:
10. End Users: Vendors/Companies
Section(s):
Adding a Vendor/Company
Spend Analytics
Manual:
07. End Users: Contracts
Section(s):
Contract Details
Natural Language Processing (NLP)
Manual:
03. Admin User Manual
Section(s):
VISDOM & Risk Management
Duplicate Check
Manual:
03. Admin User Manual
Section(s):
Field Manager
Update a Record with VISDOM
Manual:
07. End Users: Contracts
Section(s):
Contract Details
01. Creating a Notification Template
Manual:
03. Admin User Manual
Section(s):
Alerts & Notifications
Mergeable Content & Attachments
Manual:
Document Templates Management
Section(s):
Manage Document Package Template
Search Engine Configuration
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
Searching with the Search Engine
Manual:
06. End Users: Searching & Reporting
Section(s):
Quick Search
Online Document Editing
Manual:
07. End Users: Contracts
Section(s):
Contract Attachments
File Restriction on Vendor Records
Manual:
03. Admin User Manual
Section(s):
Vendor/Customer Management
View Permissions by Record
Manual:
03. Admin User Manual
Section(s):
Employee/User Management
Default for Open Source Software
Manual:
Open Source Attribution & Licenses
Section(s):
Open Source Software
Online Document Editing
Manual:
03. Admin User Manual
Section(s):
App Config Wizard
Configuration & Data Migration Scripts
Manual:
03. Admin User Manual
Section(s):
Account Maintenance
Creating Record Flow Templates
Manual:
03. Admin User Manual
Section(s):
Record Flow Templates
CobbleStone Software
|
Contract Insight Wiki
|
version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.
