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All classes occur at 4 pm ET. To register for more than one class, refresh this page and resubmit the form for each course sign-up.
System Overview & Contract Management


System Overview & Contract Management

Attendee Requirements: Level: Basic; Standard Users

In this course, attendees will learn how to: 

  • Review System Navigation
  • Add Contract Records
  • Manage Alerts & Date Fields that Create Alerts
  • Manage Files/Attachments
  • Review Tasks for Approval or Rejection
  • Merge a Template
  • Discover Quick Search & Search Filters


Counterparty/Employee Management

Attendee Requirements: Level: Basic; Super Users

In this course, attendees will learn how to: 

  • Add/Manage Employee Records
  • Manage Employee Permissions
  • Search Employee Records
  • Add/Manage Company Records
  • Search Company Records
  • Manage Company Contacts, Addresses, and Files
CobbleStone Employee & Counterparty Management
CobbleStone Field Management


Field Management

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will learn how to: 

  • Create Fields
  • Assign Fields by Type
  • Explore Advanced Field Settings


Ad-Hoc Reports

Attendee Requirements: Level: Intermediate; Open; Super Users

In this course, attendees will learn how to: 

  • Search/Manage Existing Ad-Hoc Reports
  • Create Ad-Hoc Reports Using Fields, Conditions, & More
  • Set Report Email Schedules
CobbleStone Ad-Hoc-Reports
CobbleStone Dashboard Management


Dashboard Management

Attendee Requirements: Level: Intermediate; Open; Super Users

In this course, attendees will learn how to: 

  • Manage Legacy Ad-Hoc Reports
  • Add Docks, Button Tiles, and Summary Tiles
  • Assign Dashboards to Users
  • Access Graphical Dashboards


Document Authoring with Templates

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will learn how to: 

  • Set-up Document Templates
  • Manage Template Versions
  • Merge a Template on a Record
CobbleStone Document Authoring with Templates
CobbleStone Workflow Management


Workflow Management

Attendee Requirements: Level: Intermediate; System Admins

In this course, attendees will learn how to: 

  • Create a Workflow & Set Conditions
  • Assign Users and Groups to Tasks
  • Delegate Workflow Tasks
  • Create One-off Tasks and Alerts
  • Manage the Workflow Process


Introduction to VISDOM Artificial Intelligence 

Attendee Requirements: Level: Intermediate; System Admins

In this course, attendees will learn how to: 

  • VISDOM® AI Overview
  • Clause/Field Extraction Using VISDOM® AI
  • VISDOM® AI Configuration Introduction
CobbleStone Introduction to VISDOM AI
CobbleStone Purchase-Order Record Management


Purchase Order Record Management

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will get an intro to: 

  • Create a Purchase Order Record
  • Update Purchase Order Fields
  • Attach Files
  • Manage Line Items
  • Manage Approvals & Tasks
  • Generate POs from Templates
  • Manage Receipt of Goods
  • Find Purchase Orders


IntelliSign & Document Collaboration

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will get an intro to: 

  • Use IntelliSign
  • Manage and Initiate e-Approval Processes
  • Manage and Initiate e-Signature Processes
CobbleStone Intellisign & Document Collaboration
CobbleStone e-Sourcing & Solicitations


e-Sourcing & Solitcitations

Attendee Requirements: Level: Basic; eSourcing User

In this course, attendees will learn how to: 

  • Add a Sourcing/Bid Record
  • Set Data Fields
  • Manage Bid Approval Tasks
  • Create Bid Invitations to Vendors
  • Handle Q & A from Bidders
  • Rate/Award Bids
  • Convert Bids to a Contract Record
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