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Watch the videos below to learn more about
Contract Insight
®
Enterprise Contract Management Software
features. If you need help, contact us at info@cobblestonesoftware.com.
CobbleStone Support
Using the CobbleStone Support Center
Unit 1 - The Basics
Log In & General Navigation
Screen Layout
Unit 1 - Work With & Searching For Records
Departments/Divisions
Employees
Counterparties
Master Reference Data
Contracts
Searching
Unit 1 - Field Management
Field Manager
Fields by Type
New Sub-Tables
Unit 2 - Requests
Request Records
Request Approval
Field Mapper
Unit 2 - Employee Management
Roles/Groups
Security Groups
Individual Permissions
Unit 2 - Reporting
Legacy Ad Hoc Reports
Standard Ad Hoc Reports
User Defined Dashboards
System Dashboards
Unit 3 - Workflow
One-Off Tasks
Workflow Overview
Workflow Criteria
Workflow Tasks
Workflow Alerts
Task Status
Non-Working Days
Unit 3 - Document Templates
Advanced Templates
Clauses
Sub-Tables
Placeholders
Document Use
Generating a Document
Unit 4 - Data Importing
Data Import Manager
Creating an Import Template
Processing and Import
Unit 4 - Configuration
Configuration Settings
Scheduler Manager
Session Manager
Theme/Style
Workspaces
Main Menu Management
Header Icons/In-App Communication
Unit 4 - External Tools
PC Helper App
MS Word Plugin
MS Outlook Plugin
Unit 5 - Advanced Tools
Decision Matrices
Surveys - Questions
Surveys
Survey Assignment
Risk Definitions
Risk Alerts
File Text Search
Risk Rate
Risk Mapper
Unit 5 - VISDOM AI
Plans & Processes
Field Designation
Natural Language Processing Data
Applying NLP Data
Document Collaboration - Optional Add-On Module
IntelliSign Electronic Signatures
Electronic Approvals
Electronic Signatures
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