Introducing New CobbleStone Contract Insight® End-User Training Videos

05/10/22

CobbleStone Software introducing new CobbleStone Contract Insight end-user training videos.Onboarding and training your next generation of employees can prove time-consuming and somewhat stressful for most organizations.  Turnover in your legal team, compliance, and other key roles can create friction that affects your bottom line.  Fortunately, CobbleStone Software is dedicated to protecting your source-to-contract management workflows from process bottlenecks by creating a smooth learning experience for your new contract management software users.

CobbleStone Contract Insight® End-User Training Video Series

CobbleStone Software offers a myriad of ever-expanding learning opportunities for your system administrators and end-users alike.  CobbleStone Software is excited to promote the newest offering in our CobbleStone University Video Library – The End User Training Series! The End User Training Series is a course of videos detailing basic system usage and functionality. The training videos offer live click-by-click system walkthroughs by our system experts.  These videos can serve as an impactful resource for new and existing day-to-day users of CobbleStone Contract Insight!

Discover the new features of CobbleStone Contract Insight 17.11.0 in the video below!

 

The series is segmented into six feature-based videos, listed below, for your convenience. Please note that all videos may not be relevant to every user, but rather encompass the primary “front-end” system features. In addition, video tutorials showcasing ad-hoc reports and dashboards can prove more advanced. While most users do not configure these items, these robust out-of-the-box reporting features are included in the series.

 

Get Your "8 Critical Stages of Contract Management" Guide

 

#1 - Login & Basic Navigation

In this segment of the CobbleStone Software End User Training Series, learn how to log in to CobbleStone Contract Insight and the basics of navigating the system with the Top Menu and Actions Side Menu.

#2 - Counterparty Management

In this segment of the CobbleStone Software End User Training Series, learn how to add new Companies to the system, manage Company Records, and search your existing list of Companies.

#3 - Request Records

In this segment of the CobbleStone Software End User Training Series, learn how to add new Request Records, Manage Requests (editing fields, managing files/attachments, completing Tasks, and adding Notes), approve or reject the Request, and search Request Records.

#4 - Contract Records

In this segment of the CobbleStone Software End User Training Series, learn how to add new Contract Records, Manage Contracts (editing fields, managing files/attachments, completing Tasks, and adding Notes), Contract Hierarchies, and search Contract Records.

#5 - Ad-Hoc Reports

In this segment of the CobbleStone Software End User Training Series, learn how to manage your system’s Ad-Hoc Reports.  Learn how to access your Report List and the basics of creating/editing Standard Ad-Hoc Reports.

#6 - Dashboards

In this segment of the CobbleStone Software End User Training Series, learn how to use your assigned dashboard(s) from your system home page.  In addition, you will learn how to create a new configured dashboard.

 

Contact CobbleStone Training for Next-Level Training Resources

To watch the End-User Training Video Series, inquire about other CobbleStone training resources, or request live one-on-one training, email Training@CobbleStoneSoftware.com.  You can also learn more about CobbleStone Software training here.

Discover CobbleStone Software’s Microsoft Office App Connectors – which centralize processes between CobbleStone Contract Insight and leading MS Office Applications!

 

CobbleStone's trusted, award-winning, highly-integrated contract lifecycle management software streamlines the contract management process with optimal governance, reduced friction, and high flexibility from contract requests to renewals.  CobbleStone's user-friendly, robust, and scalable solution seamlessly connects with external applications, including MS Word and MS Outlook, and offers VISDOM® AI with machine learning for natural language processing and risk management.  Moreover, CobbleStone's IntelliSign® eSignatures can make one-off and bulk electronic signing a breeze.  It's no wonder why Forrester names CobbleStone a Leader in CLM software!

Download Mastering Contract Management Whitepaper by CobbleStone

To stay up to date on best practices, industry news, and CobbleStone Software updates, be sure to subscribe to our blog and YouTube Channel.

Tyler Holzer

Written by Tyler Holzer

Tyler Holzer is a Software Trainer at CobbleStone Software

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