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Contract Insight Enterprise User Manual The Ultimate Web

1. Report Type System Defined x E Checklist Milestones E Contract Table E External Contract Requests E Contract Clause Library Contract Tasks E Financial Summary E Contract Data E Contract Tasks Table Location Screen E Contract Financials Custom Reports E Log File E Contract Price Cost Schedule Customer Contacts MileStone Contracts View El Contract Requests E Department Screen Price Cost Schedule Contract Spend by Year E Employee Screen E Vendors Customers E Contract Spend Percent 2 User Defined checklist can select as many as desired Report Type E0 to 5000 2011 expiring contracts E Dock Report Contracts End 181 210 12011 Contracts E Dock Report Contracts End 211 240 E All Contracts E Dock Report Contracts End 241 270 E Contract with a spend percent over 80 E Dock Report Contracts End 271 300 E Contracts Expiring in 60 Days E Dock Report Contracts End 301 330 E Contracts Expiring in 90 days E Dock Report Contracts End 31 60 E Contracts over 1K E Dock Report Contracts End 331 365 3 Provide a description for this report if necessary 3 Click on the Create New Report button to generate and load the Online Report Builder interface Report Description e Create New Repot Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual The online interface will load showing t
2. Log Home Contracts Tasks Employees Companies Reports Manage Setup Help Out Add New Contract Record Panelselect a contract type Confidentiality Disclosure Agreement E CONTINUE P The Contract Entry screen will appear 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Add New Contract Record FS aS Sompany Name Employee Demo Demo Product FO Signed By Backos Dean H Effective Date Expiration Date FN Notify Days FO AnnualReviewDate Contract Type Confidentiality Disclosure Agreement Details Description Termination Notes Insurance Renewal Notes Renewed False Department Administration Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Administration Location Alaska Category Auditing Status Active Occurrence Annual Gontract_Amount BudgetAmount ic CONTINUE Note The contract entry and display form may vary depending on the custom fields entered by the contract administrator e The user can enter the following information The Contract Title Vendor select from list The Product The Contract Start and End Date Year 2000 Compliant Employee Contact select from list and Signed By information e The Contract Category can be used to track Contracts by specific codes e Not
3. E e a E Paragraph Styley Font Name Size B Z U Master Service Agreement This Master Service Agreement this Agreement is entered into Hgreed O Om this 9 15 2010 Effective Date by and between YOUR COMPANY NAME and Main West Services Corporation Customer with office at 456 Walnut Street N NEW POM NY 93933 ARTICLE 1 DEFINITIONS 1 1 Affliate shall mean an entity that now or in the future directly or Indirectly controls is controlled by or is under common control with a party to this Agreement For purposes of the foregoing control shall mean the ownership of i greater than ff percent fortypercent panes 40 of the voting power to elect the directors of the company or i greater than fifty percent 50 of the ownership interest in the company Payment of 89 000 00 1 2 Connection Notice shall mean a written notice from Level 3 that the Service ordered has been installed by Level 3 pursuant to the Customer Order and has been tested and is functioning properly 1 3 Customer Commit Date shall mean the date that Service will be available to Customer as set forth in the Customer Welcome Letter or such other written notice from Level 3 to Customer Notwithstanding anything in this Agreement or any Customer Order to the contrary no Customer requested date for delivery of Service will be effective unless and until confirmed in writing by Level 3 through the deli
4. contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out quick search Go Demo Demo 1 28 2008 2 Edit Field Department Name Administration Select the link next to the field that needs editing make your changes and select save 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Employee and User Management Add Employees and Users To add new employees and users you must have administrative permissions An employee becomes a user when the employee entered is assigned a username and password and the appropriate permissions To add a new user select Add Employee from the Employee menu as seen below Then enter the new employee and user information and save the new user information contract insight CobbleStone Systen Home My Contracts Tasks Companies Reports Manage Setup Help Log Out Go John Adams 6 29 2010 2 12 Employee List Add Employee Last Name First Name Employee List Admin DepartmentName ManagerName UserName ReadOnk Add Employee Change My Password an 7 i ge My 7 7 7 7 E 7 Print Adams John sales cobblestonesystems com IWPOC Marketing contract False Export to Excel Export to Word Bach Johann Sebastian info cobblestonesystems com Human Resources ffish False Export to PDF Barton Clara info
5. false are referred to as non admin users in this document Non admin Users Non admin users are those users that have the Admin setting in the employee screen set to False or No Non admin users have restricted access in the system depending on which security mode the system is set to Each security mode is discussed later in this document Non admin users cannot add delete or modify Vendors Employees and control lists such as Types Categories Departments Types and Locations unless specific permissions are assigned via the Permissions menu on the Employee details screen for each particular non administrator Non admin users are permitted to view in read only mode all control lists such as Departments Company List Vendors Customers Categories Types and Locations The user s view permission are based on the individual s permissions assigned on the Employee s details screen via the Permissions menu System Security Modes Contract Insight offers several security modes Individual mode and Departmental mode and both are set by an individual s permission screen Changing the security mode of the system is discussed below The first security mode is Individual security mode The second security mode 1s Departmental The administrators of the system can edit employee s security by selecting the Permissions menu on the Employees Details screen Individual S
6. hla ip p Help Log Out quick search co Demo Demo 1 2 Add Locations Columns Accounts Payable Contract Types Print 90 Accounts Recievable ontract Status ae 2 Administration 124 Broadcasting Department Cancel Department i ccsummmnmmmnininntitietiatiettitiatiiennee Department Name Active False EnteredBy DateEntered UpdatedBy DateUpdated Select Save to save the information entered Repeat the steps above for all of your company s departments Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual View and Edit Departments To view or edit the departments entered into the system select Departments from the Manage Setup menu Next select edit next to the name of the Department that needs to be viewed or edited quick search Demo Demo 1 2 Manage Setup Help Log Out ja manaa Locations Columns Contract Types gt pri 89 Accounts Payable edit P of Print g0 oan aaae edit ontract Status Export Administration edit 124 Broadcasting edj Upon selecting the name from the list the details form will appear contract insight Home Contracts Tasks Employees Companies Reports Mana Details Department 2 Department Name Administration Active True EnteredBy DateEntered 1 1 2002 12 00 00 Ah UpdatedBy 114 DateUpdated 8 24 2007 11 18 11 AN
7. Overview Contract Insight Enterprise Contract Management Software offers contract professionals administrators and key personnel the ability to easily track renew manage and report on their contracts and other committals Oftentimes organizations have to engage in many contracts such as leases maintenance software license intellectual property telecommunication services sub contractor contracts and many other risk types Overtime it may be difficult to keep track of the renewals risks terms review and or cancellation dates that make up the individual contracts Moreover a loss of productivity and increase expenses may arise from an inefficient contract administration process Contract administrators may find that they are overwhelmed with the number of contracts they must track report on renew and cancel They may find that it is inefficient to use a standard filing system via filing cabinets network folders and spreadsheets CobbleStone s Contract Management Software provides a simple solution to solve these problems CobbleStone Systems Contract Insight contract management software provides an enterprise web based solution to the contract management lifecycle process It is installed on a network server and can be accessed by an Internet browser like Microsoft Internet Explorer and be used on a Local Area Network LAN and Wide Area Network WAN in a multi user environment and it can be hosted by CobbleStone and o
8. contract s Annual Review Date et the Task End Date to 0 days before contract s Annual Review Date notify 9 days before the Task End Date set above the following tasks will be present when a contract is set to this status TaskName Assigned To Role Name Add Start Days Start Date Field Add End Days End Date Field OnCreate Legal Review Jane Doe not assigned 0 AnnualReviewDate 10 Contract_End_Date False Delete 20 Select the Employee that you want the alert assigned to in the Employee dropdown box as seen above 21 Enter the Workflow title this will become the task name see above 22 Enter the days before or after that you want the email sent on It is recommend to set the Days Expiration Date as seen above for this is when the e mail and alert is sent Enter in a positive value such as a 1 if you want the alert sent after the EntryDate of the contract or another date on the contract page enter a negative value if you want the alert sent before an date on the contract screen for example enter a 60 from the Expiration Date if you want an alert sent 60 days before the Expiration end date of the contract 23 To have a task notify the user before the task end date set the days in the Notify Days field 24 Select the Add button to save the pre defined task 25 Repeat the steps to add as many alerts for each Contract Status NOTE The example above wil
9. Add and Tracking Financial Information cccccccccccccccceeeessesseeeeecccccceeeeseuaaaeesssseseeeeeeceseseseasaaagggsssees 85 PACING IN OUCS sicactiacnancdnceenecosannsned wad anesuctsont E E bated me seet cont baced eanialeeeesiaeeenesoatess 87 Findings and Searching OME ACIS 23 cass ccrincte nes icidcaohincenceaid sd aa O AE E aaa aAa aT 88 Custom User Defined Fields OVT V1 W oneiresreitaeneinonnait rainira a aAa ETES TAE EET 90 BP UG INT AINA OCI A ETE T E EE E N E A E SE E E E A A EE T 90 Assiemng Fields by Contract Lype sscssccexicteonesscsdcaohiacencenidddenciiateastbscisseesnedancehided onc a a O aaia aT 93 Custom searc hos UVCIV IE ts acces toa anin E E A A E AAA EEA 94 Ad Boe Ouer BO T aa an E O E E E AR E E E A 94 Advanced NGOS 8 CAR CN S cenieni Na E OEEO 98 My Custom 7 a OG SC Ale MES oacstcansnaeneacennceesstsauuentantenacdeuntescareccu sad easuaaatuatnessonesec comaeeaat nw annantausseesoaseaace 99 Custom Online Report Builder Overview sciiececsceasesacasarecessencunenenadescddaeessanavotsdadaiessxecsanesdedseencwexatadadediiasuaeds 100 OnE TR POr Ey NIE apart e cede ce scan O nenades ee E E E E E E E O 100 My Repon Dunder ING BORGES sasssa r EEEE EE EEE yea aaunsaneubiescohasnoloehiees 102 Viewing Exporting Report Builder Reports cccccccccsssssssesseeeeeecceeeeeeeeeaaeseeeeeseseeeeeeeeeeeeeeeeaaaaeeeesses 103 BS CTY E E E E cesaseosaioyiaeeonaseeceenaee 104 Additonal User security OPUONS sescesiegesr e
10. Carter Jimmy info cobblestonesystems com View False rans jcarter True Ceasar Julius info cobblestonesystems com View False Administration Earhart Amelia pstar False Home Churchill Winston info cobblestonesystems com View False Human Resources gsnail False Next enter the employee s name department username password and other security settings as required More details related to Employee and User security is described below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Add Employee Manager Smith Adam H Home_Phone FT Office Phone OO Office_Fax False Administrator False give User False Comments EnteredBy Demo Demo DateEntered UpdatedBy Demo Demo DateUpdated Admin Users 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual The highest security level is entitled an Admin administrator user An Admin user is indicated by assigning the Admin field on an employee record to True Admin users can see and manage all contracts vendors employees control lists ad hoc reports and custom fields with full delete and modify access regardless of which security mode the system is set to All other users that are not Admin users or those users with the Admin setting set to
11. Contract Insight Enterprise User Manual 2 Enter in the transaction details as seen Add Transaction Invoice Num PO Num Account Code Category Invoice Hours Note ID Date Updated Updated By Adams Johns Date Entered Entered By Adams John ssi Fiscal Year Contract ID Save gt below 3 Your transactions will be display in a spreadsheet format as seen below The first spreadsheet grid will show the details of each transaction while the second spreadsheet grid will show a summary of all the financials Transaction Details TransDate ID Lind Descr Acct Code Income Amt Expense Amt Balancel Trans Date Hours User Y Y Y Y y v Y v TransDate 8 1 2010 12 00 00 AM MIF 568 Services Monthly Invoice GL 34678 0 00 12 750 00 12 750 00 8 1 2010 160 Adams Consulting 0 00 12 750 00 12 750 00 0 00 12 750 00 12 750 00 Financial Summary Company Name Contract ID Contract Title End Date Start Date Credit Inc Sum Debit Exp Sum Budget Amt Actual Incurred Amt Budget Bal MJF Services 1793 SFFCU Test 7 31 2011 8 1 2010 0 00 12 750 00 413 000 00 12 750 00 400 250 00 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Adding Notes Contract Insight supports the ability to add unlimited notes to individual contracts This can be used to document events or notes Contract Det
12. Contract Insight Enterprise User Manual Company Details 2 Link Compafie VendorID 96 ag company l Contacts Company Name A1 Manufacturing Services S Print SeH tet View History Street m A Back to list City Phila State PA Zip 19123 ABC Country Phonel Phone Fax Contacti Enter First Contact Contact AccountNumber Web Email Comments ActiveYN True TaxID VendorLoginYN True UserName PassWord EmployeeContact TradeNames DUNS u_CorpType LLC u_MinorityStatus selected EnteredBy DateEntered 3 15 2002 4 46 55 PM UpdatedBy 0 DateU pdated 3 15 2002 4 46 55 PM CanBeBonded To link companies together select the Link Companies item To add attachments to a company select the Attachments item Next Browse to the file you want to attach and select Save Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Attached a File Save File 12 26 2007 Delete 17 00 00 AM 12 26 2007 Delete 12 00 00 AM aagi 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual My Diary and Calendaring Contract Insight includes a web based calendar and notes diary features The calendar displays expiring contracts and contract tasks based on end dates The calendar can be used to keep notes and track appointments for your u
13. Demo Demo 1 28 Departments locationid locationname Columns Contract T Pril Alaska Ontrac ypes Print 39 ET Contract Status 12 Atlanta Contract Categories 3 Baton Rouge Contract Occurance 48 Boise Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual contract insight Home Contracts Tasks Employees Companies Reports Mana locationname ActiveYN Streeti Street City State Zip Manager Notes EnteredBy Demo Demo DateEntered UpdatedBy Demo Demo DateUpdated Select Save to save the location information Repeat the steps above for all of your locations NOTE at least one location should be in the location list 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual View and Edit Locations To view or edit the locations entered into the system select Manage Setup select Locations from the Location menu Next select edit for the name of the location that needs to be viewed or edited contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out quick search 2o Dema Demo 1 28 List Manager ROE Departments locationid locationname Columns 45 Alaska Contract Types Print 39 Andover Contract Status Export 12 Atlanta Contract C
14. gt Refer to IIS Configuration Documentation provided or email support CobbleStoneSystems com for HS Configuration Assistance Installation of Contract Insight SQL Server Database Log into the database server as an administrator user Open the Microsoft SQL Enterprise Manager Create a new ContractInsight database on the SQL Server Next restore the Contract Insight database from the Contract Insight SQL database backup file bak that was provided in your installation files To learn more about restoring a database refer to your MS SQL documentation 3 Update the database DSN connection string in the web config file in your Contract Insight IIS Web Directory discussed above Set the correct database name database server user name and password for your database NO Testing the system 1 Open Internet Explorer and type http localhost append the IIS directory above if needed or application server name used into the address bar and click Go You will be prompted for a username and password they are as follows or as assigned by our tech team prior to setup a Username contract b Password master 2 Once into the system you can change the administrator password and add users denotes D as the CD ROM Drive or alternative path to the Contract Insight data files Installing the Contract Insight E Mail Notification System Contract Insight supports an automated email notification feature
15. 1787 Test License Agreement 6 21 2010 gt 1446 Test Consulting Agreement 2 1 2010 gt 1 85 Test Airling Contract 12 1 2009 gt 1 93 SFFCU Test 6 1 2010 3 The third click on that same column will remove its sorting Contract ID Title Name Start Date gt 1785 Test Airling Contract 12 1 2009 gt 1787 Test License Agreement 6 21 2010 gt 1793 SFFCU Test 8 1 2010 gt 1446 Test Consulting Agreement 2 1 2010 This process can be repeated for any columns you would like to add to the sorting of the grid Note The sort order of the grid is always determined by the order in which the columns are clicked Therefore if Title Name was already clicked to be sorted in ascending order if the Start Date was then clicked once it would sort in ascending order as well however it would be the second sort for the grid The grid would first sort by Title Name then for any results with the same Title Name it would sort those according to their Start Date Multiple Custom Filtering Each of these new grids can perform custom filtering on any of the columns in the grid To perform a custom filter on a grid click on the text box underneath the column you wish to filter the grid by Depending on the type of column you have selected you will be able to filter the grid in different ways 1 Primary ID To filter by a primary id all that is needed is to type in the ID you want to filter on and click off of the te
16. Alert Others to this task alert Recurr make this task recurr from the end date Recurr every o Day s x for 0 times Add 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Loading and Assigning Templates to a Contract Contract Insight supports the ability to assign Contract Templates discussed above to the contracts that are entered in the system To load templates to a contract select Templates on the right menu The template will be copied from the Templates created by the Contract Administrator Contract Details contractetats Contract ID Contract Title Company Name Employee Product Signed By 424 Confidentiality Agreement 2008 Effective Date 3 3 2009 12 00 00 AM Expiration Date 1 4 2008 12 00 00 AM Notify Days 2 AnnualReviewDate 1 2 2009 12 00 00 AM Contract Type Ad ndum Details Description Termination Notes Add Contract _ Attachments lt Alert Others ia Other Parties Departments En Assign Locations Notes Print Export Link Contracts Delete Contract The template will be displayed as seen below and can be modified to the specific contract you are working on Accounting Services v load merge template x x i i ii 7 31 2011SOFTWARE LICENSE AGREEMENT This Software License Agreement Agreement is made and effective this 8 1 2
17. Contract Audit Notes Allows users to delete notes on contracts they can view Delete Contracts Allows users to delete contracts they have access to Delete My Contracts Allows users to delete contracts when the employee field of the contract is set to the user s employee account Delete My Dept Contracts Allows users to delete contracts when a contract s department is set to a user s department Delete My Dept Tasks Allows users to delete Tasks on a contract when the contract s department is set to the user s department Delete My Tasks Allows a user to delete tasks if the task is assigned to the user Delete Vendors Customers Allows user to delete a vendor customer from the companies list Display all contract alerts on Calendar Displays all contract related expiration alerts on the users calendar for which they have access to Display Dept task alerts on Calendar Displays all of the user s departmental tasks on the user s calendar page Display only my contract alerts on Calendar Displays only the user s contract alerts whereby the employee field on the contract screen is set to the current user Edit My Contracts Enables a user to edit contracts whereby the employee field on the contract is set to the employee user and provided the employee can view the contract Edit My Dept Contracts Enables a user to edit contracts whereby the department field on the
18. Contract Insight requires that the Windows SMTP e mail services be started to permit e mail services Be sure to set your IIS Web SMTP Mail settings as indicated in your Microsoft IIS documentation also be sure your SMTP server will allow relaying of e mails from this server SMTP should be running on the Web and Database Server if your installation has two servers NOTE Be sure that the servers that host the Contract Insight application can resolve your organizations e mail address domain locally To obtain the e mail notification scripts and application contact CobbleStone at support CobbleStoneSystems com Overview of Contract Insight E mail Notification Options Below is an overview of three email options for the Contract Insight system 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Task and Contract e mails are emailed sent to the end users using an installed application that is installed on a network server typically the IIS Web Server A Windows Task program is installed using the Windows Task Scheduler Service that will execute the e mailer EXE nightly to send emails The e mails can be sent via the local SMTP service or configured to send e mails through another SMTP server Requirements a Install the Microsoft NET Framework on the network server machine if not already installed provided by Microsoft b Install the CobbleStone
19. Insight supports the ability to track contract occurrence and assign occurrences to contracts For example a Contract may occur Monthly Annual Quarterly etc To add a Contract Occurrences select Contract Occurrence from the Manage Setup menu and select Add sean al ee OOOO 1 Departments OccurrencelD OccurrenceName oan a eens a Contract Types bf Print Bi Yearly Contract Status Export Five year di Contract Categories Monthly l Quarterly Contract Semi Annual Enter in the Occurrence Name and Occurrence Value and Select Save Contract Occurrence ccurrenceName Updated By Demo Demo Date Updated Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Adding a Contract Contract Entry amp Edit Form Before entering contracts into the system be sure that the contract administrator entered all departments vendors employees locations contract types and status information as discussed above To add contracts into the system select the Add Contract menu from the Contracts menu The contract entry form will appear contract insight i uick search Go Home Contracts Tay Employees Companies Reports Manage Setup Help aie q Go Ut Demo 1 28 2008 3 13 Add N Next select the Type of contract you would like to enter from the drop down box and select Continue
20. List 1 ReleName Approver Group View Audit Team View Contracts Group View Financial Group View IT Group View Legal View Next to assign add employees to this group select the View link next to the group name seen above The Employee Role Group Management Screen will appear seen below Employee Role Group Management Approver Group Role ID 3 Role Group Name Approver Group y 0 Entered By Back to Roles Groups 11 16 2008 3 20 03 AM Demo Demo Date Updated 12 8 2008 12 35 43 PM Roles Groups Assigned Roles Groups Available Roles Groups Adams John Columbus Christopher Demo Demo Ford Gerald Ford Henry Hover Herbert Jackson Andrew a a To assign or add employees to the new group select the Employee name from the right side list box and then select the arrow blue to assign the employee Repeat this process to assign multiple users to the group To remove employees select the employee name on the left box and then select the red arrow to remove To return to the prior screen select the Back to Roles Group menu on the left seen above Now you may add tasks and configure workflow that allows to assigning of a task to a group To delete a group select the Delete link seen above 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Leaders with Contract Management Software 1995 2010 C
21. N Admin FirstName LastNarne Y Y Y Y Mark Twain S s Thomas Jefferson Erandi Starr Karlen Haury John Adams Franklin Pierce Michael Friebis Gerald Ford S A a BEEBE EF SF SESS a aaay Andrew Jackson To add a new dock to your dashboard click on the Add New Dock link at the top of the page My Dashboards Select Your Dashboard Dermo Dash You will be provided with an entry screen to specify what type of dock you want to add Add Dashboard Dock Add Dock for Demo Dash Provide Dock Name Select Dock Type Select Docking Zone Left Column Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual There are three different types of docks that can be added to a dashboard 1 Your My Calendar from your calendar page a When adding your My Calendar the calendar will be displayed in the specified dock 2 A direct link to a web address a When adding a web address the page you specified will load in the dock 3 A Custom Search Custom Searches are explained later a When adding a custom search the results of custom search will be displayed in the dock Select Dock Type Select One My Calendar Web Address Custom Searches Select Docking Zone Once you have specified which type of dock you want to add all that is left to do is to select if it will be
22. Only permissions are set to false as a default Note The Read Only permission is a depreciated aspect of controlling permissions For accurate and proper control of a user s permissions please utilize the Permissions link on the employee details screen CobbleSton Print Delete Emp Bet View History Back to list Select Save to save the Employee and User information After saving a new user you may add additional permissions and settings to an employee s profile Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual View and Edit Employee and User Information To view or edit Employee and User information select Employee List from the Menu The employee entered in the system will be displayed as follows contract insight obbleStone Syste Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out G9 John Adams 6 29 2010 2 14 Employee List Add Employee Last Name First Name Employee List Admin DepartmentName ManagerName UserName Readonk Add Employee Change My Password 7 i ge My Ay 7 7 7 A print Adams John sales cobblestonesystems com IWPOC Marketing contract False Export to Excel z z Export to Word Bach Johann Sebastian info cobblestonesystems com Human Resources ffish False
23. access you can work from the office home or on the road with easy access to contract information your remote workforce can access contract and diary information with the ability to enter new contracts run reports and perform text based searches In the sections to follow you will find the System Requirements Installation Procedures as well as the User Guide Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PI Contract Insight Enterprise User Manual 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Oy System Requirements Contract Insight is installed on a MS Windows network server and can be accessed by an Internet browser like Microsoft Internet Explorer and be used on a Local Area Network LAN and Wide Area Network WAN in a multi user environment Server Requirements in a non hosted environment e Network Server with Pentium class processor or higher CPU e Microsoft Windows 2000 Server or Windows 2003 Server or Windows 2008 Server operating system running Internet Information Server IIS 5 0 or better recommended Virtual Servers are supported Microsoft SQL Server 2000 2005 or 2008 required RAM of 1 GB or better recommended 50 MB of hard disk space required or higher RAID 5 Recommended VGA or higher resolution monitor Mouse or compatible pointing device N
24. contracts Users that have admin set to false will only be enabled to view contracts in their departments Non admin users may be assigned additional security rights via the Permissions link on the employee screen A user can be assigned to multiple departments if needed via the Assign Additional Departments portion of the employee s permission screen seen above 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Employee and User Management Below is an overview of the security and user modes that are available in Contract Insight To assign users and employee permissions select the Add Employee link located under the Employees menu option contract insight Q 0 st Home My Contracts Tasks Companies Reports Manage Setup Help Log Out Go John Adams 6 29 2010 2 14 Employee List Add Employee Last Name First Name Employee List Admin DepartmentName ManagerName UserName ReadOnk Add Employee Change My Password 7 ge My 7 7 oOo a cols Print Adams John sales cobblestonesystems com IWPOC Marketing contract False Export to Excel z z Export to Word Bach Johann Sebastian info cobblestonesystems com Human Resources ffish False Export to PDF Barton Clara info cobblestonesystems com Administration Ross Betsy ssquarepants False Change My Password 2 Contracts ia Roles Groups
25. current system date e SubQueries The equals where criteria support sub queries This means that a sub query can be entered in as a criteria value Tip to ensure that your SQL can be parsed test it in the custom report builder 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual ES My Custom Ad hoc Searches Once a Contract Administrator creates a custom search and assigns a user the appropriate permission to view and run the report the report will be displayed on the user s My Custom Searches within Custom Searches under the Reports top menu item contract insight Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out om Search i My Custom Reports Custom Searches Create A Custom Reports Cian View Report ey ee custom Reports M 0 to 5000 2011 expiring contracts 6 22 2010 10 56 46 AM edit 9 9 2009 3 05 58 PM edit 3 8 2008 10 48 46 PM 5 5 2010 4 06 56 PM edit 8 1 2002 1 19 40 PM edit 8 6 2009 1 01 55 PM edit saver ik 7 24 2009 1 41 03 PM edit Contracts over 3K 6 25 2009 2 54 17 PM edit g i t Any custom searches assigned to the current user will be displayed as seen below contract insight Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out om Search j My Custom Reports Custom Searches Create A View Report Date Cre
26. description and move fields up or down You may assign fields per contract type as well Contract Occurrence Workflow Manager Maintenance m QO a m amp k E I EREKE gt le le le ls SER le lS N NN e bhe Be Be bE BP BF BY BY BF OO UW fF UNBE PREBRBSGBNAGRERES a Field Manager 1 After selecting the table all the field names and field types will be displayed NOTE Optional this interface can be utilized to scroll through the records and make data changes there is no undo option all changes are final If there are user fields entered you will be presented with the option to manage the field values and or delete the custom field NOTE all changes are final and cannot be undone system fields cannot be deleted contract insight A Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Manage Fields Manage Fields Select a table to manag Departments Divisions Manage Assign Fields by Contract Types Display Name Locations Edit s Contract Types Clause Library Contract Status Contract Categories Up Down Expiration Date Up Down Notify Days Edit 10 Up Down Membership Fee Edit 11 Up Down Annual Review Date Edit Up Down Contract Type Contract Occurrence Workflow Manager Maintenance 2 To add User Defined Fields select the Add Field button Leaders with Contract Managem
27. displayed in the right or left column Note docks can be moved around on the My Dashboards page after they are added to the dashboard When finished click on the Save Dock link in the right hand menu Vw Uds voards 0E My Calendar This will save your dock to the dashboard and return you to your My Dashboards page Company Information Add Your Company Information As the contract administrator of Contract Insight the first step is to add your company information This information will be used to pre fill data as needed in contract templates We recommend entering data into the system in the following order 1 Add Your Locations Gf needed 2 Add Your Departments 3 Add Your Employees 4 Add Your Vendors 5 Add Your Contract Types Status and Categories 6 Add Your Contract 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Location Management Add Locations Contract Insight supports the ability to assign contracts to your organization s locations The Location list can be administered by Admin users To add locations to the location list select Locations from the Manage Setup menu then select Add Enter the appropriate location information into the Location Form displayed below contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out quick search Go
28. f gt Welcome to ContractINSIGHT Windows Intemet Explorer T p http dev cobblestonesystems com contractinsight CalendarDayView aspx Date 2 7 2008 x Google contract insight amp Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out ch a0 Demo Demo 2 20 Day View for 2 7 2008 Contracts Expirine i a End l i Date Company TimeLeft Statu 432 M eUa lige 2 2 2008 2 7 2008 eme Vending view 13 Held Columns License Agreement asks Expirinc Agency Diary Notes To add a diary note select the day view and select the Diary Notes link see above contract insight amp l ick search Home Contracts Tasks Employees Companies Reports Manage Setup Help at m 2e r Demo 2 20 2008 5 34 5 Dey View for Diary Notes your notes here To save your diary notes select the save link button The notes will be saved and displayed on the calendar as seen below You may edit your notes from the Calendar by selecting the notes icon E Contracts Intellectual Property License Agreement 439 Held Donaldson David terme Vending Ager B your notes here Tasks Insurance Alert Clinical Trials Agreement CHeECULIOnE 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Contract Management Setup It is recommended that the Contract Categories Department
29. from a Drop Down in that the user can select multiple items from the list Enter the list items separated by commas in the default value box 5 Once all fields are entered select the Save button and the custom fields will be saved NOTE The system will not permit duplicate custom field names 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual 6 After the custom field is created you will return to the Field Manager Form where your custom fields will be displayed You can manage your Drop Down list items and your fields from this interface Advanced Field Notes e All user defined custom fields are saved to the table source with the prefix of u_ appended to the field name The end user will not see the u_ prefix e The Drop Down field types are saved to the table as a varchar 50 data type e User defined field names cannot be modified e User defined fields can be deleted however this action is permanent and all associated data saved in the user defined field is deleted e System defined fields cannot be deleted or modified without customization Assigning Fields by Contract Type The system allows admin user to assign fields by contract type This allows yoursystem so display assigned fields for each contract type This is optional however the default fields will show on a contract that are set up in the field manager for the Contr
30. list using the comma as a list separator NOTE When searching on currency values do not enter the comma as a value the comma is a reserved word for separating list items o contains Use the contains where clause for finding words or phrases in varchar and text fields like a search engine For example if you want to find all contracts that have the word pencil in the product field select contains as the where clause and enter pencil as the criteria o between Use the between where clause for finding values that fall between and including two values For example if you want to find all contracts that have a Contract_ End Date between 2 2 2002 and 4 2 2002 select between as the where clause and 2 2 2002 and 4 2 2002 as the criteria NOTE when using the between clause be sure to enter a starting value and an ending value with the work and in the center The between clause will only be considered in your query on field types of money dates and numbers o greater than Use the greater than where clause for making exact searches that are greater than the value you enter For example to find all contracts with a Contract Amount greater than 5 000 select the greater than item as the Where Clause and enter in SOOO without commas in the Criteria Value field NOTE Only single criteria values will be considered in the query The greater than clause will only be considered in your query on field types of mon
31. provide to the Company professional consulting services in the area of royalties of u_RoyaltyAmount support Consulting services as requested 7 Design lt gt HTML Be sure to select the save link to save the document E Save Document i l Dreowtow in DOME Optionally in end user mode the system supports a watermark background 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Template Preview After entering each section of a contract template you can view the template by selecting one of the following 1 The print icon j a 2 The preview in PDF link Tere e l e e l E E E i E TA Preview in PDF P k E uE EE Templates Global Header and Footers Contract Insight Enterprise Template Manager enables admin users to create a global system header and footer To assign a global header and footer select the Maintenance menu under the Manage Setup main menu item Next select the Header or Footer template manager The Header Footer template manager screen will appear Dom amp a E J iis d So OA Set OG Pep ie Ne Fr i TT i 1 Trinil Mer gat Fark Prodext Leros Ageermeni Ties Coming Ascent the Agreement bo d ante the Ceren Stn Chine te and berwcen Veeder pe an cle eal Conca ad YOUR COMPANY the Compay RECITALS WHEREAS te Company E E feed of eane A pT ar
32. utilization of dashboards Date 8 5 2010 Version 10 3 Change Summary e Updated language and grammar throughout document e Changed sequence of several sections for better flow of information Date 8 27 2010 Version 10 4 Change Summary e New look and feel layout for document Date 10 7 2010 Version 10 5 Change Summary e Add contract template compare documentation Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved
33. 010 by and betweenYOUR COMPANY NAME Developer and HHF Services Licensee Developer has developed and licenses to users its software program marketed under the name the Software Licensee desires to utilize a copy of the Software NOW THEREFORE in consideration of the mutual promises set forth herein Developer and Licensee agree as follows 1 License Agreement 2 Restrictions El Save Document Lock Unicok Document W export to word E lt 9 View Clause Library TA Export to PDF Add PDF Watermark Developer hereby grants to Licensee a perpetual non exclusive limited license to use the Software in the United States of America as set forth in this Licensee shall not modify copy duplicate reproduce license or sublicense the Software or transfer or convey the Software or any right in the Software to anvone else withont the nrior written consent of Develoner nrovided that Licensee mav make one conv of the Software for hackam or archival mrnoses Vist La Save Document To save your changes select the save link 7 a 1 arb fitntent Mineo Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PDs contract Insight Enterprise User Manual To make any modifications to this template ensure that the document is unlocked The document will always start off in a lock state however to unlock it click on the Lock Unlock Link J Lock Unicok Docu
34. 011 A Alpha Corp View 0 00 12 1 2010 i Export to a 7 7 we Export to Wo gt 1787 Test License Agreement 6 21 2010 6 21 2011 A Alpha Corp View 0 00 6 21 2011 its Export to PDF gt 1793 SFFCU Test 8 1 2010 7 31 2011 MIF Services View 413 000 00 12 1 2010 gt 1446 Test Consulting Agreement 2 1 2010 2 1 2011 A Alpha Corp View 0 00 1 14 2011 Add Contract Enter in your search criteria and select go The system will display any contract matching the text you entered based on the contract fields To obtain more control over your search select the Find Search Contracts menu contract insight A Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Start Date End Date Company Name BudgetAmc gt Add Contract Pagas 12 1 2009 12 1 2011 A Alpha Corp View 0 00 gt 1787 Test License Agreement 6 21 2010 6 21 2011 A Alpha Corp View 0 00 a 1793 SFFCU Test 6 1 2010 4 31 2011 MIF Services View 413 000 00 gt 1446 Test Consulting Agreement 2 1 2010 2 17 2011 A Alpha Corp View 0 00 Select the field to be searched and the criteria from the Contract Find screen and select the corresponding button as seen below contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Find Search Contracts find where Contract Amount order by Contract Amount Ascending search Your search results will be displayed as seen below 1995 2010 C
35. 09 12 00 00 ist floor of wachovia AM 30000 0000 building 6 7 2009 12 00 00 AM 50000 0000 3 3 2008 12 00 00 AM Boise 8 To save your custom search enter the report name in the box above the search results and select save report 9 To view or re run a custom report select the My Custom Searches menu item under Custom Searches and select the name to re run the report contract insi g ht A Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Custom Searches Create A Custom Search Ee oe My Custom Reports Wiew Darnet 8 es Oust R ts My Cus View Report Pee Custom Reports OM 6 22 2010 10 56 46 AM edit 9 9 2009 3 05 58 PM edit 3 8 2008 10 48 46 PM edit 5 5 2010 4 06 56 PM edit 8 1 2002 1 19 40 PM edit itrat 8 6 2009 1 01 55 PM edit Contrattsgver 7 24 2009 1 41 03 PM edit Contracts over 3K 6 25 2009 2 54 17 PM edit 10 To clear your search values and start over select the Start Over button Advanced Ad hoc Searches Below are some more advanced reporting and querying tips e Dates If you are searching on dates you can use the keyword getDate without quotes to indicate the current date e Dates You can use the getDate keyword and add or subtract days as your criteria For example use getDate 60 without quotes as your criteria to find all contracts that are expiring over 60 days from the current date e GetDate Returns the
36. 10 1 04 31 PM edit 3 8 2010 1 15 12 PM edit custom Reports Createa om Report Any custom searches assigned to the current user will be displayed as seen below 1995 2010 Cobblestone Systems Corp All Rights Reserved Leaders with Contract Management Software Contract Insight Enterprise User Manual contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Insight Reporter Reports Custom Searches View Repo rt SU Reports Create a Custom Report 6 3 2010 11 14 50 AM etip ustom Report 3 16 2010 1 56 53 PM 3 9 2010 9 36 54 AM edit 8 5 2009 3 48 18 PM edit 3 10 2010 1 35 33 PM 3 10 2010 1 04 31 PM edit 3 8 2010 1 15 12 PM edit The user can view the resulting online report by selecting the report name Viewing Exporting Report Builder Reports To run a previously created report from the report build click on the name of the report from the list in My Custom Reports A page will load that looks similar to this Insight Reporter View G Q One 4 Pae 1of2 gt bi Q 100 2 One Contracts By End Dal amp amp Microsoft PowerPoint Month 1 Year 2010 1 D 1788 Title asdfad fas Vendor Start 6 21 2010 End 1 1 2010 Department IWPOC Marketing A t 0 0000 Employee Adams John t 0 0000 Status Month 2 Year 2010 1 D 1545 Title Lease Agr Vendor A Alpha Corp Start 2 26 2009 End 2 15 2010 Departme
37. 6 generates the following error message File not found Error 1040 Error opening Z xxx xxx Error 32 the process cannot access the file because it is being used by another process In fact the original error raised by IIS is Response Buffer Limit Exceeded Using IIS 6 If you get the above error when you click on an attachment the attachment is larger than IIS is configured to allow Change the AspBufferingLimit setting in Metabase xml to a larger size The default value is 4194304 which is about 4 MB Change this to whatever limit is reasonable for the types of files your users will be attaching 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual This change does not require stopping IIS but to make the Metabase xml file write able you need to go to the HS control panel right click the server select properties and check off the box that says allow changes to MetaBase configuration while IIS is running Windows 2008 Servers IIS 7 0 For Windows 2008 Servers IIS 7 0 does not have ASP and ASPX page support enabled as a default To Enable ASP and ASPX page support please refer to this Microsoft documentation to enable ASPX ASP NET Web Roles http msdn microsoft com en us library ms178477 aspx Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manua
38. C lout Date final executed 6 29 2010 Adams Rs Delete contracgt 2 51 11 PM John ert associated 6 29 2010 Adams a al a m cCn me a CobbleStone Header jpa ions 3 50 43 PM John Delete Travel Details for Onsite Demo in dati 6 29 2010 Adams Adams 6 29 2010 agers 2 49 26 PM John John 2 49 46 PM Albany NY_20100309 docx 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Add and Tracking Financial Information Contract Insight supports the ability to track financial information about your contracts For example you can track income expenses and payments for your contracts 1 To add financial transactions to your contract select Transactions button from the Contract Details screen Contract Details me OO ran wg _ Attachments Contract ID 424 7a Tasks Contract Title Confidentiality Agreement 2008 A Alert Others Company Name 2 ifi Other Parties Employee Product Signed By Effective Date 3 3 2009 12 00 00 AM aie Print Expiration Date 1 4 2008 12 00 00 AM sas 5 Export Notify Days 2 ME a Link Contracts AnnualReviewDate 1 2 2009 12 00 00 AM a tw View History Contract Type Ad ndum Z o i ampate Details _ Description Termination Notes Insurance Renewal_Notes 2 Delete Contract Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PS
39. CobbleStone Systems oS Contract Insight Enterprise User Manual Vendor amp Customer Software F Document N F Task amp Event Management q Management Software y i q N Software JA Software for E Business 7 Procurement Misi i Aa amp Acquisition Software N Contract N amp Committal software Software The Ultimate Web based Contract Management Solution Managing Contracts Just Got Easier Version 10 3 October 7 2010 Contract Insight Enterprise User Manual The Information in this document is subject to change without notice Any example companies organizations products people and events depicted herein are fictitious No association with any real company organization product person or event is intended or should be inferred No part of this document may be reproduced stored in or introduced into a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise or for any purpose without the express written permission of CobbleStone Systems Inc 2006 2007 2008 2009 2010 CobbleStone Systems Inc All rights reserved CobbleStone Systems Corp Leaders in Contract Management 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual This documentation is dedicated to the software developers contract professionals Cob
40. Report under the Custom Reports link in the Reports menu item contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Insight Reporter Reports Custom Searches Custom Reports Report Name j My Custom Reports Report Type System Defined E Checklist Milestones E Contract Table O External Contract Requests E Contract Clause Library E Contract Tasks Financial Summary E Contract Data E Contract Tasks Table Location Screen E Contract Financials E Custom Reports E Log File E Contract Price Cost Schedule Customer Contacts E MileStone Contracts View E Contract Requests E Department Screen E Price Cost Schedule E Contract Spend by Year O Employee Screen E Vendors Customers E Contract Spend Percent Report Description Create New Report 2 Provide the requested information for what areas of the system you want the report builder to work with as seen below 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual EKo 1 Provide the name of this new Report Report Name 2 Select the type of report data to work with System Defined are the standard reporting areas of the system where as User Defined will list off any custom searches created in the system Report Type System Defined Seem irae iS 1 System Defined checklist can select as many as desired
41. T REPLACEMENT OR REFUND OF PURCHASE PRICE 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual How to Use the System Log In Screen To log into Contract Insight open your web browser connect to the Internet and go to the URL web address site that was assigned to you upon your purchase or obtained from your system administrator The log in screen will appear as seen below Enter your user name and password that has been assigned to you by the contract administrator The administrator password is set by default as username contract password master It is recommended that the contract administrator change this password contract insight A Username Password P a gt Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Navigation through the Interface Navigating through the Interface The top menu is the best way to navigate through Contract Management interface It features links similar to a website that correspond to each topic and function of Contract Management For example the Company link will allow the user to add and view the Company vendor customer information contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Welcome today is Monday Ja Add Company To pU lls
42. Task E mail Alert application on the network server machine provided by CobbleStone c Configure the Microsoft Windows Task Schedule to run the task e mailer EXE nightly the Task Schedule should run on an local service account or admin account the task e mailer exe file is normally located in the c program files cobblestone systems task emailer folder Setting the Task E mailer taskemailerapp exe config config file 1 Open the taskemailerapp exe config file provided in the task emailer folder with notepad next change the database DSN connection string information as needed Next change the SMTPSERVER name to your networks SMTP server name Next change the EMAIL from address to a local e mail address on your network Save the config file For additional instructions please contact support CobbleStoneSystems com a eae Installation of the Report E mailer Application and Escalation Tasks Job Report E mailer Application Please contact your sales representative to obtain the Report E mailer application module Task Escalation Application Please contact your sales representative to obtain the task escalation application module Windows Active Directory Integrated Authentication Contract Insight Enterprise supports the ability to authenticate users in the Integrated Authentication Mode which enables users to use their Windows network account to access the system To run the system using Windows Integrated Authentication mod
43. The Manage Vendor and Customers security role permits a user to add edit and delete Vendors and Customers 3 The Manage Contract Categories security role permits a user to add edit and delete Contract Categories 4 The Manage Contract Types security role permits a user to add edit and delete Contract Types 5 The Manage Contract Tasks security role permits a user to edit and delete Contract Tasks that are assigned to Contracts that are part of the departments that the user is assigned to 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Non Admin Roles Available in Contractinsight Description for Non Admin Users Add Contract Notes Allows users to add contract notes on the contracts they can view Add Contracts Allows users to add contracts in their department Add Tasks on My Contracts Allows users to add contract tasks on the contracts they can view whereby the contract employee field is assigned to the user Add Tasks on My Dept Contracts Allows users to add contract tasks on the contracts they can view whereby the contract department field is assigned one of the user s departments Add Vendors Customers Allows a user to add vendors customers in the company list Allow Template Changes Allows a user to edit a merged template on contracts they can view Delete
44. _Description contains contains contains contains Select the fields field criteria and values 1 The field selector field name where clause and criteria values will appear for the table selected above as seen below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Pas Contract Insight Enterprise User Manual 2 Select the fields that you would like to see in the ad hoc query by checking or un checking the check boxes to the left of the fields All fields are preselected by default Custom Report Creator Co ntract Am ount statusName Contract Description anit ny a Contract Start Gate Contract Title Criteria contains contains contains 4 Select the Where clause from the where column for the fields you would like to narrow your query by You can select from multiple Where options like equals between greater than less than contains and not equal to NOTE If you do not select Where Clause criteria the value criteria will not be considered in the query 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual select criteria 4 select criteria equals contains between greater than less than 5 not equal to o equals Use the equals where clause for making exact searches or entering items in a
45. a Export to PDF Barton Clara info cobblestonesystems com Administration Ross Betsy ssquarepants False Change My Password Contracts Roles Groups Carter Jimmy info cobblestonesystems com View False ee Jjcarter True Ceasar Julius info cobblestonesystems com View False Administration Earhart Amelia pstar False Home Churchill Winston info cobblestonesystems com View False Human Resources gsnail False Upon selecting the name from the list the details form will appear 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Employee Details Employee ID 9 First Name David D LastName Dannal Title Plant Production Manager Department Internal Control tet View History Back to list Address 324 White House Road City Whiteville State NY Zip 0938 Manager Home_Phone Office Phone 032 555 6777 Office _Fax 555 667 777 UserName Password EOE AE FE FE HE HE FE ReadOnly False Administrator False Active User True Comments EnteredBy DateEntered UpdatedBy DateUpdated 8 1 2002 12 00 00 AM Attached a File Select File Browse Notes Save File To edit a field value on the Employee screen select the lt link above To assign other user permissions select the Permissions link Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract I
46. act Table Screen refer to the field manager section for more information To assign fields by contract type 1 Log into the system as an admin user 2 Navigate to the field manager screen using the Manage Setup menu see below CobbleStone Systems Corp Manage Setup Help Log Out Go John Adams 6 29 2010 3 55 56 PM veregelAlaleeos Psl leliea C Add Feld Manage Fields by Contract Type Locations Contract Types Clause Library How to add fields 3 Next the Manage Fields by Contract Types screen will appear 4 Next select the type of contract that you would like to assign fields to below we selected the Consulting Agreement contract type and assigned common fields see below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Manage Fields Manage Fields select a Contract Type Consulting Agreement se Assigned Helds Remove All Avatable Fields Field Name Field Name Contract_fitle Contract Start_Date Contract _End_Date Notify Days Contract_Type_ID Employee_ID Department_ID Vendor_ID Descniption Status ID EnterecBy EntryDate DateUpdatec UpdatedBy we Ss om ow Ww N e e e He a Ww MM e O 6 NOTE The fields names show the data base field names not the friendly names However on the actual contract screen the end users will see the friendly field names t
47. ails Add Contrac Contract Details Ci 1l Attachment 424 Contract ID Tasks Contract Title Confidentiality Agreement 2008 Alert Others Company Name iss Other Partie Employee ae Product me Signed By oes Effective Date 3 3 2009 12 00 00 AM Enter your notes in the box below and select the Save Note button The notes will be displayed below the notes entry box To delete a note select the Delete link next to the correct note line r File Notes amp Comments Enter Note Ga BW FortName se a DAS Pe r Note s Employee my notes go here 6 29 2010 3 33 49 PM Adams fohn Delete gt sdl jsdlihalsnvionsdl mjzkidfmal z 6 29 2010 2 59 32 PM Adams John Delete Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Finding and Searching Contracts You can find contracts in the system in many ways The easiest way to find a contract 1s via the Quick Search option on the top menu contract insightQ CobbleSto Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out C quick search Ge quick search Go hn Adams 6 29 Quick Search Contracts Contract ID Title Name Start Date End Date Company Name BudgetAmount AnnualReviewDate View alll 4 Columns Y Ey BY Y 7 AY e Pint gt 1785 Test Airling Contract 12 1 2009 12 1 2
48. ails 5 a Description ac Termination r So Delete Contract Notes 2 Select Browse to locate the files or scanned images on your computer similar to a standard web upload process 3 Select Attach or Link to specify what type of attachment Attach will upload the file into the system while Link will only make a link to the folder on the computer the file is located in 4 Select Save File Optionally you can add notes to a file Attached Files Documents Images ura Browse Notes Select File oer Last Checked Description Date Out Date SVverview Contract Insigh final executed 6 29 2010 Adams p P F a LI 5 mpa Eene Siei contracgt 2 51 11 PM John oe associated 6 29 2010 Adams 7 p f n k 7 7 m F me 7 r r CobbleStone Header jpg a 3 50 43 PM John Delete Delete Travel Details for Onsite Demo in aa 6 29 2010 Adams Adams 6 29 2010 Deleie Albany NY 20100309 docx 2 49 26 PM John John 2 49 46 PM Uploaded scanned images and files will appear at the bottom of the contract screen To open the file click the filename Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual 1 En Attached Files Documents Images IM Browse Notes Select File T i Last Checked f PAS le at mee P amli rnani mrle View File Description Date DYEE LNECKE
49. anageme nt cccccccccsssssssssssseeeececccceeeeeeeaaaesessssseeeeeeeeeeeeeeeesaaeeesssseeeeeeeeeeeeeeeeesaagagesesses 44 Add Vendors CUStOMETS vcc5sassesnsssasonngansiaandansieacdaanieandannaaianeasdaiedaanadiagaandaaeaanndsnensandadbadanadiagdendaanaanadaaanaandae 44 Add Additional Contacts to Vendors CustOMetrs ccccccccssssssssssssseeeecceeeeeeeeeeeaassaeessseeeeeeeeeeeeeeeeeaaaaasaeseees 47 View and Edit Companies Vendors CustOMers cccccccsssssssssssseeecceceeeeeeeeeeeasseescsseeeeeeeeeeeeeeeeeaaaaaagensnss 50 My Diary and ANN AEM gs cece sa ieewret sestabeniecisacten dey aora eenaa nE Ci e HAE a NE a aE E aA ea EE ERE TE 53 Diy IN OS see oats at sete cee ins eastencaciitiap E E A 54 Contact Wianase mien SOU scciceeisociccntaacanenscanwsengasyearseescamentenasnnwsanausaydapuveicbaseveastapteneusanevaeetahexeisemimviaaesetes 55 Garr enee anl EE E E E E E E E 55 Soue eae A E E A N E E A 57 Co ACE T MANU e E 58 Tope PE a E 59 Templates Global Header and Footers cccccccccccccccceceesessesseeeeeccceeeeeeseeaaauaaessseseeeeeeeeeeeeseeaaagaaeansses 59 Workflow amd Pre Defined Tasks sisceseicsccosss2esesesinesevdeaccntscdedossdansdetaleacaedodensepvcuussstetenisebibceteededutdeatenieesandes 60 Setting Pre Defined Workflow Tasks based on a Contract Fields ccccccccccccccceessssseseseeeeeeeeeeeeeeeeaaas 60 Setting Pre Defined Workflow Tasks based on a Contract Status cccccccccccccccceeesss
50. ategories Baton Rouge Contract Occurance Upon selecting the name of a location from the location list the location details form will appear Select the link to edit any of the field data Home Contracts Tasks Employees Companies Reports M Location 1 Location Name Atlanta ActiveYN True Streeti 12600 Deerfield Parkway Street Suite 300 E City Alpharetta a State GA SE Zip 30004 E Manager Journis Mike T Notes aes EnteredBy DateEntered UpdatedBy DateUpdated 8 1 2002 12 00 00 AM Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Enter the changes needed and select the save changes button or select Cancel Change to cancel Edit Field Location Name atianta 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Department Management Add Departments Contract Insight supports the ability to assign departments to your contracts and to your employees Only admin users can manage departments or other authorized users To add or manage departments select Departments from the Manage Setup menu then select Add Enter the appropriate location information into the Department Form displayed below contract insig Home Contracts Tasks Employees Companies Reports ald Manager
51. baa F January 2008 5 M T W 31 1 2 Contracts The Contracts Companies vendors customers Employees Locations and Departments links will show their respective options contract insight Locations Contract Types Contract Status Contract Categories Result Grids Information Understanding and Navigating the Result Grids Contract Insight s newly updated result grids contain a wealth of information and application functionality Gone are the days of a static result grid that could only show data in one dimension In key data amp result grids across the system the following features are now available 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Contract ID Title Name Start Date End Date Company Name BudgetAmount T me y mr 7 7 gt 1785 Test Airling Contract 12 1 2009 12 1 2011 A Alpha Corp View 0 00 ao 1787 Test License Agreement 6 21 2010 6 21 2011 A Alpha Corp View 0 00 gt 1 93 SFFCU Test 6 1 2010 7 31 2011 MIF Services View 413 000 00 gt 1446 Test Consulting Agreement 2 1 2010 2 1 2011 A Alpha Corp View 0 00 To properly utilize these grids to their fullest extent first we will outline their different pieces of functionality 1 Multiple custom sorting but just a few clicks 2 Filtering on each and every column 3 Drop down results for attached files not available on every grid Mul
52. back to the task details screen Alert Others to this task alert Name Bux Cindy To return to the contract details page select the Back menu item Task amp Event Details Print Task ID 215 C Alert Task Name Contract Review Alert mew Employee Backos Dean Start Date 1 1 2008 12 00 00 AM End Date 2 2 2009 12 00 00 AM Notify Days 30 Details test test Notes Amount Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual To edit a task select the edit link on the appropriate contract details screen for the task you want to edit Tasks Alerts Events amp Workflow Add Task EEE Start End Notify Alert Date Status days Name Negotiation 7 2 2010 7 12 201010 7 2 2010 John DuVall Open False View Review Contract 7 12 2010 7 22 2010 5 7 17 2010 Jimmy Carter Open False View Financials Draft Contract Review Financial 7 22 20107 27 20105 7 22 2010John AdamsOpen False View To edit a task field value select the link for the appropriate field Task amp Event Details Print B Export Task ID 164 ES Alert Others Employee Start Date 3 3 2007 12 00 00 M D End Date 7 5 2008 12 00 00 AM Notify Days Details Notes Amount 0 Status Active Contract ID 424 EnteredBy Demo Demo DateEntered 1 11 2008 12 00 00 AM UpdatedBy Demo Demo DateUpdated 1 11 2008 12 00 00 AM
53. bleStone Systems employees and participating clients who worked hard to provide a robust user friendly Enterprise Contract Management Software Solution Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Contents Contract Insight Enterprise User Manual ccssssessrecimasaseessasnadaseacenatanessnacevesennsevaseatavesssautestarwadoesanutosedsabwessees 1 ADON IS Mial e E R E E E 6 OO E E E E E E T 7 SVS CPs erect sce teen resp nedtedeaasned nous E S E mestadeseanianeuiesnatnons 9 Server Requirements in a non hosted environment 2 0 ccccccecssssseeseseseeeceeeeeeeeeeeaaaaaeseeseeeeeeeeeeeeeeeeeaas 9 NV OF Ws tcl Ol Regue MC ass ce ceed sce sei na a a a iced one abet ia SAES 9 OPUS Gal Kecominenda ONS ar024 sted seeetetinon airna e a a E E E aa aiei 9 Pirca r or WY AU a eass E N onesies 10 Dischi mer ory AN eM aee E E E E E 10 HGU e ae E meter E E E A E E R 1 MTS Coca saeco eds seetota E E E E A A 1 INaviteation throne hine Interac ss 225 siaccanccestece cist O E E i 12 Reili Grids i OT TACO oop Sate scene nn O O E E EEEO ia 12 Understanding and Navigating the Result Grids nennnnessssssssoseeeererssssssssssssseererersssssssssssseseererreressssss 12 Multiple Custom Sorting and Filtering Data 2 0 0 ccccccssssssseeeeeeeceeeeeeeeeaeaaaaeeesseeeeeeeeeeeeeeeeeesaaaaaaeenees 13 IVETE WS CONT STIS aso taut cancandatcecmesasncssnousaaieunatae
54. cobblestonesystems com Administration Ross Betsy ssquarepants False Change My Password J Contracts Roles Groups Carter Jimmy info cobblestonesystems com View False aa jcarter True Ceasar Julius info cobblestonesystems com View False Administration Earhart Amelia pstar False Home Churchill Winston info cobblestonesystems com View False Human Resources gsnail False Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Add Employee State Zip Manager Smith Adam H Home Phone Office Phone PO Office_Fax ReadOnly False dministrator False EnteredBy Demo Demo DateEntered UpdatedBy Demo Demo DateUpdated 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual To assign administrative permissions to a user select True in the Admin list box contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Administrator Select One Select One The Administrative permissions are set to false as a default To assign read only permissions to a user select True in the Read Only list box contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Read Only Select One Select One The Read
55. contract is set to the employee user department and provided the employee can view the contract Edit My Dept Tasks Enables a user to edit contracts Tasks whereby the department field on the contract is set to the employee user department and provided the employee can view the contract Edit My Tasks Enables a user to edit contracts Tasks whereby the employee field on the Task is set to the employee user and provided the employee can view the contract Edit Vendors Customers Enables a user to edit modify a vendor customer via the company list Export Calendar Enables a user to export tasks assigned to them on their calendar Export is provide via iCalendar vCalendar format Manage Contract Categories Permits a user to add edit and delete system related Categories via the Manage Setup administration menu Manage Contract Occurrence Permits a user to add edit and delete system related Occurrence via the Manage Setup administration menu Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Non Admin Roles Available in Contractinsight Description for Non Admin Users Manage Contract Requests Enables a user to review Contract Requests that were submitted via the Contract Menu Manage Contract Tasks Permits a user to edit and delete Contract Tasks that are assigned to Contrac
56. ct Categories security role permits a user to add edit and delete Contract Categories 4 The Manage Contract Types security role permits a user to add edit and delete Contract Types Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Logging Out To log out of the system select Logout from the left menu contract insight Home Contracts Tasks Employees Companies Reports Manage Setup He Log Out 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Installation Procedures Our team of experts will work closely with our clients to implement Contract Insight Below is an Overview of our installation process Requirements 1 Windows Server 2000 2003 2008 or better with Internet Information Services and Windows SMTP Services with NET 2 0 Framework or better 2 Microsoft SQL Database Server 2000 2005 2008 or better 3 Atleast 1 GB of free disk space after the installation of the operating system and database Estimate 5 MB of disk space required for each contract record 4 1 GB of RAM memory of better IIS Configuration for Contract Insight For the purpose of these installation instructions the contract management program is located on a Sub Web named ContractInsight You may alter the web virtual web if need
57. d only mode all control lists such as Departments Company List Vendors Customers Categories Types and Locations The user s view permission is based on the individuals permissions assigned on the Employee s details screen via the Permissions menu Additional Users Security Options are assigned to a user on a per user basis via the Employee Manager screen via the Permissions menu item The following steps describe how to access the Additional User Security Options 1 Log into Contract Insight as an Admin level user Select the Employee from the Employee Lists that require additional security options 3 Select the Permissions menu item as seen below 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Employee Details Employee ID 9 First Name David D Last Name Dannal Title Plant Production Manager jaro Department Internal Control x gt Ta En Email Address info CobbleStoneSystems gom Back to list Address 324 White House Road City Whiteville State NY Zip 0938 Manager Home_Phone Office Phone 032 555 6777 Office _Fax 555 667 777 UserName Password ESE AE BE FE HE HE AE ReadOnly False Administrator False Active User True Comments EnteredBy DateEntered UpdatedBy DateUpdated 8 1 2002 12 00 00 AM Attached a File Select File Browse Notes Save File 4 Next selec
58. d or phrase is typed into its text box ibe EAL re LU FUT Search Files Go Ct s a an snl nH Note These files will be viewable by click on the left hand arrow in the results grid j1 2 Contract ID 1783 1785 Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PDs Contract Insight Enterprise User Manual Custom User Defined Fields Overview Field Manager Contract Insight supports the ability to create global user defined fields Contract Administrators with the appropriate permissions can create global user defined fields To create a custom fields for all Contracts and screens follow the instructions below Select the Field Manager menu option contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Manage Fields Manage Fields Select a table to manag Display Name Up Down Contract ID Edit x Departments Divisions Manage Assign Fields by Contract Types Locations Contract Types Clause Library Contract Status Contract Categories Up Down Expiration Date Edit Up Down Notify Days Edit Up Down Membership Fee Edit Up Down Annual Review Date Edit Up Down Contract Type Edit Up Down Department Edit Up Down Location Edit Up Down Terms Edit Up Down Notes Edit Up Down Renewal Notes Edit Up Down Description Edit Up Down Status Edit Up Down Occurrence Edit Up Down Contract A
59. dBy Adams John DateUpdated 6 16 2010 4 21 33 PM Workflow ID 55 Pre defined Workflow Events Ri ee ca ee enemies Contract Amount is between Add Workflow Criteria Worktic fia Field ee Entered 109 Contract Amount 22 2010 10 14 12 AM Edit Delete 110 Department 6 22 2010 10 14 21 AM Edit Delete 2 Assign Worfklow Tasks 6 Next select the contract field that you want to trigger workflow based on see above the example above is setting a contract task based on the contract s Contract Amount field when the contract amount field is between SO and 999 a task will be assigned be sure to select the Add Workflow Criteria link to save the workflow criteria You may add additional multiple workflow criteria for each workflow job Existing workflow criteria will show in the Workflow Criteria section seen above 7 Next enter each workflow task that you want assigned on a contract when the criteria set above is entered First select the Employee name from the Employee list or select Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual employee on the list to default to the Employee that the contract is assigned to Optionally assign a role group of people Next enter the Task Title select one not assigned v Et the Task Start Date to 0 days before contract s Not Set X Set the Task End Date
60. e Legal Scott not Alart Se eer AnnualReviewDate1 EntryDate False 30 Select the Employee that you want the alert assigned to in the Employee dropdown box as seen above 31 Enter the Workflow title this will become the task name see above 32 Enter the days before or after that you want the email sent on It is recommend to set the Days Expiration Date as seen above for this is when the e mail and alert is sent Enter in a positive value such as a 1 if you want the alert sent after the Entry Date of the contract or another date on the contract page enter a negative value if you want the alert sent before a date on the contract screen for example enter a 60 from the Expiration Date if you want an alert sent 60 days before the Expiration end date of the contract 33 Select the Add button to save the pre defined task 34 Repeat the steps to add as many alerts for each contract type NOTE The example above will create an automatic task set to one day after the Entry Date of each contract for contracts that have the Accounting Services type select when the contract is added The task will be assigned to Dean Backos 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Delete Contract Insight Enterprise User Manual Contract Status Contract Insight supports the ability to track contracts by contract status For example a Contract Statu
61. e please contact support CobbleStoneSystems com for product documentation Windows 2003 Server and IIS 6 0 If Windows 2003 Server will be used to host the IIS Service for the Contract Insight Application there are several settings that must be set Enable Parent Paths on the ITS Virtual Directory 1 From the HS server that hosts Contract Insight Open the Internet Service Manager in the Microsoft Management Console 2 Right click on the Web server in question 3 Select Properties on the pop up menu 4 Click the Home Directory tab 5 Select Configuration in the Application Settings box 6 Click the App Options tab 7 Select check the Enable Parent Paths option 8 Click OK twice to return to the Microsoft Management Console Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Attaching Large Files on Windows 2003 Server There are several settings that must be increase related to attaching files over 4 MB using Contract Insight hosted on Windows 2003 IIS 6 Web config Variable Changes Locate the web config file in the Contract Insight IIS Web Directory Next locate and increase the following timeout variables that are set in seconds for example 15 equals fifteen seconds You may want to double the default settings until the desired results are achieved Locate and increase the upload file size limitation variable the default sett
62. e ded WHEREAS Cimrultest bas agreed tc poriam comig work for the Company in providing ype oppor and conning eervicrs and other related neta os Geto by the Compas NOW THEREFORE the partes hereby agree as fleas Commaltant Smeri Conuditant dhal br mabibi are chal prondds te the Company propon comesimg eriep im the area of rowel af le Rowalty Ameen mppat CComaing eerie a gaei Select Save to save the header footer Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PDs Contract Insight Enterprise User Manual Workflow and Pre Defined Tasks Setting Pre Defined Workflow Tasks based on a Contract Fields Contract Insight includes the feature that allows for creating and defining user configurable and flexible workflow tasks The pre definable workflow tasks are configured based on any contract field value or combination of contract field value For example administrator users can create one or multiple workflow tasks to be used for approvals alerting and reminders based on Contract field values This is beneficial to help organization standard workflow tasks individual tasks can be assigned on the contract screen as well Pre defined workflow tasks will automatically create automated tasks calendar and e mail alerts This means that any time a new contract is entered into the system for a particular Contract automated tasks can be auto populated on the Contract record by the sy
63. e ne an T S E O to 5000 2011 expiring contracts 6 22 2010 10 56 46 AM edit 9 9 2009 3 05 58 PM edit 3 8 2008 10 48 46 PM edit 5 5 2010 4 06 56 PM edit Contracts E 60 Days 8 1 2002 1 19 40 PM edit Gantracts Expiring in 90 days 8 6 2009 1 01 55 PM edit Eee 7 24 2009 1 41 03 PM edit Contracts over 3K 6 25 2009 2 54 17 PM edit The user can run the search to view the results by selecting the search name The results may be e mailed Exporting Ad hoc Query Results Contract Insight includes the ability to export query results to a wide variety of standard formats To export ad hoc query results select the export type from the right hand menu links see below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual The search can be exported to Excel Word and PDF Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Go John Adams 6 29 2010 4 09 38 PM y Custom Reports Contract_ID Contract_Title StatusName s Export to Excel Export to Word Y Y Y 3 Sor Export to PDF View 1265 CDA123 Active View 1566 Credit Agreement Active View 1569 IT Technology Agreement Active View 1571 IT Technology Agreement Active Custom Online Report Builder Overview Online Report Builder To create a report builder report follow the instructions below Select the table 1 Select the Create A Custom
64. eaterThan 2 1 2010 LessThan Greater hanOrEqualTo Less ThanOrEqualTo Test Consulting Agreement IsNull NotisNull To clear a Date column filter click on the filter icon underneath the column name and select NoFilter at the top of the list 4 Currency Decimal Number Column To filter by a number based column click on the text box below the column name and provide the number or decimal to filter by Note If currency do not provide the currency symbol just the amount Company Name Budge ount AnnualReviewDate f Y A Alpha Corp A Alpha Corp E 50 00 NotEqualTo MUF Services I Greater han A Alpha Corp fi 50 00 LessThan Greater ThanOrEqualTo Less ThanOrEqualTo IsNull NotisNull Once a number based amount has been provided click on the filter icon next to the text box to specify how to filter the number based column 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual To clear a Number based column click on the filter icon underneath the column name and select NoFilter at the top of the list The grid can be filtered by as many of the columns as needed however when multiple columns are provided with a filter the grid will always check to find those results that match each and every one of the filters provided Drop down results for attached files The Contract related grids contain the additional functional
65. ecurity Mode If a user has the permission assigned entitled View My Contracts or Edit or Delete MY Contract then the user is said to have individual security The Individual security assignment enables an organization to limit access by user account This means that non admin users can only access contracts that are assigned to them specifically the Employee field on the Contract record is set to the user s name Each non admin user in this mode will be limited to accessing those contracts assigned to them via the Employee field on each contract Non admin users cannot add delete or modify Vendors Employees and control lists such as Types Categories Departments Types and Locations Departmental Security Mode When a user has the View My Department s Contracts or edit or delete my department contracts then the user is said to have Departmental mode This enables an organization to limit non admin user access by the department that the users and contracts are assigned to For example this mode enables an administrator to assign users to their appropriate departments As each contract is entered in the system the contract 1s Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual also assigned to a department The Departmental mode only allows non admin users to view and access contracts that are as
66. ed You would follow the same instructions for setting up the web as a standalone instructions may vary between Windows 2000 2003 2008 servers operating systems 1 Log in to the web server as an administrator user on the Windows Server that has IIS installed and ready to host the Contract Insight web application Verify that the IIS Web Services will support ASP and ASPX net web application By default IIS does not enable support for both ASP and ASPX pages on 2003 and 2008 servers 2 Next locate and run the ContractInsightEnterpriseSetup msi name may vary installation file Date modified 3 Executed the MSI file by double clicking on it 4 You may be prompted to enter a sub web name application name You may enter ContractInsight if required Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual is Contractinsight Enterprise Contract Management Software Welcome to the Contractinsight Enterprise Contract Management Software Setup Wizard The installer will guide vou through the steps required to install Contractlnsight Enterprise Contract Management Software on Your computer WARNING This computer program ie protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe cryvil or criminal penalties and will be prosecuted to the masimum ex
67. ed 1 28 2008 12 00 00 AM UpdatedBy Demo Demo DateUpdated 1 28 2008 12 00 00 AM Alert Others to this task alert Recurr make this task recurr from the end date SRecurr every fo Day s lfor 0 times Add Recurring Contact Tasks To make a Contract Task recur recurring tasks 1 add a Contract Task refer to the Contract Tasks section of this manual for more information about Tasks 2 Change the Recur every entry box to a number to indicate how often the task should recur in the box next to the Recur every text 3 Select the recurring interval in Months Days Weeks and Years 4 Enter the number of intervals that the task should recur 5 Select the Add button Contact Tasks Alerting others You can assign a task to other users and copy them on the task alert 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual On a task detail screen select alert others next select the names of the employees you want to add an additional alert to select the blue arrow button to assign user or the red arrow to remove users Task Assign Additional Employees Assigned Employees Available Employees badain Pete Brennaked Jim Bricklayer Mason Burns Scott Bux Cindy Captureyd Vidionce Carollo Michael Chander Pradeep Chesner Harold Contonuo Filipi Select the back menu item to return
68. ed in the system whereby the contract s employee field is assigned to the current user typically this permission will also have one of the View Contracts permissions above as well assigned to the user s account View all Contracts This will allow them to view all contracts in the system View Contracts This will allow the view link to show when they search for contracts we recommend this is on for all users View Contracts in My Depts This will enable a user to view all contracts when a contract is assigned to the user s department s View My Contracts This will allow a user to view contracts when a contract is assigned as the employee to the user s account name View Vendors Customers This will allow a user to view a vendor customer s details page from the vendors list Add and Configure Employee Groups Roles The system supports the optional ability to assign employees user to a group or role This is helpful when creating a task alert discussed earlier allowing an admin user to configure and assign tasks and workflows to not only an individual employee user but additional to assign the task to a group or multiple people assigned to a group role 1995 2010 Cobblestone Systems Corp All Rights Reserved Leaders with Contract Management Software Contract Insight Enterprise User Manual To add a new employee Group log into the system as and admin user next selec
69. ee that the task is assigned to does not mark update the task as complete select the Escalate To and Escalate After days 12 Optionally to specify additional e mail address for this task to be e mailed to specify them in them either from the list of users in the system or type your own in separate each e mail by a comma 13 Optionally provide an Order Number to specify the ordering sequence of the tasks associated with this workflow job Order Number allows you to order your tasks on a contract in your own sequence 14 Next select the Add button to save the pre defined task 15 Repeat the steps to add as many alerts for each Workflow Job NOTE The system allows an administrator user to define unlimited workflow flow combinations based on many contract fields this allows for a great deal of flexibility 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual and complex combinations to meet your organization goals for workflow tasks and alerts Setting Pre Defined Workflow Tasks based on a Contract Status The system can automatically create automated tasks calendar and e mail alerts based on a Contract Status This means that any time a new contract is entered into the system for a particular Contract Status automated tasks can be set by the system The system will add additional tasks to a specified contract as the Cont
70. ee ID 10 ya First Name Mason me Print Last Name Bricklayer _ Export Title Foreman Department Facilities gt Delete Employee bet View History Email Address infoe CobbleStoneSystems com Back to list Address 343 West Red Brick Avenue City Cinder Block Valley FE 4 Next select the security role from the available security list see below that you want to assign to the selected user and click the Add Remove arrow button This will add the security role select to the assigned security list box 5 To remove security roles from a user s profile select an assigned security role in the assigned security roles list box and click the Add Remove arrow button 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Employee Permissions Roles for Non Administrators Assigned Roles Available Roles Add Contract Notes Add Contracts Delete Contracts te t Le Manage Contrac Manage Contract Types Manage Custom Fields Manage Custom Reports Manage Departments Manage Employees and Users Manage Locations s Available Security Roles 1 The Manage Employees and Users security role permits a user to add edit and delete employees users from the system 2 The Manage Vendor and Customers security role permits a user to add edit and delete Vendors and Customers 3 The Manage Contra
71. ent Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual How to add fields 3 The field manager input form will appear as seen below Add Field Select a table to add a field to Contract Table Add fields below Field Types Iext Box Length 50 Default Value xi Required False Help Description E Cancel 4 Enter in the Field Name Field Type select from list Field Length and Default Value as seen above NOTE You can select the following field types from the list box text integer money date or drop down 1 Text The text field type can be used to save characters or a mix of characters and numbers The text field type will create a varchar data type in the underlying table 2 Integer The integer field type can be used to save integer numeric values This can be used for whole numbers 3 Money The Money field type can be used to create a field that can save currency data 4 Date The Date field type can be used to create custom fields that can save dates Dates should be formatted as mm dd yy or mm dd yyyy 5 Drop Down The Drop Down field type can be used to create a custom field that contains list items to pick from Enter the list items separated by commas in the default value box 6 Multi Select The Multi Select field type can be used to create a custom field that contains list items to pick from This differs
72. er party can terminate with 120 days rer Add Contract 434 Tasks Print Export Delete Contract Next select the Add Task link Tasks Alerts Events amp Workflow Add Task Mi Name Start End Notify Alert Date Status Complete days Name Name Negotiation 7 2 2010 7 12 201010 7 2 2010 John DuVall Open False View Review Contract 7 12 2010 7 22 2010 5 7 17 2010 Jimmy Carter Open False View Financials Draft Contract Review Financial 7 22 20107 27 20105 7 22 2010John AdamsOpen False View 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Next the task entry screen will appear Contract Review Alert Backos Dean 1 1 08 2 2 2009 30 Notes Amount Status Be sure to enter a task name description start date end date and notify days The system will display the task based on the end date and notify days Select the save button to save The Task Details screen will appear Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Task amp Event Details Task ID 215 Task Name Contract Review Aler Employee Backos Dean Start Date 1 1 2008 12 00 00 AM End Date 2 2 2009 12 00 Notify Days 30 Details test test Notes Amount 0 Status Active Contract_ID 424 EnteredBy Demo Demo DateEnter
73. eseeeeeeeeeeeeeeeeeeeaaas 63 Ba e LS E A A T N E A T E 67 NIC WOR Eit Contaci LACS erpin E EEEE EEE SA 67 Contrar OCCU IOE rearen clot EE E AE EE A E A 69 Contac OCCU IOG errare Enei EE E EE EEE E TEA 69 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Addins a COn aCi sssrin AEE E A EATE EEEE ARENA EaR EE r a 70 Contract Enty amp Edt FOr esnada eniro e EE eE n EEn E AE REE ANE NADEN ES EE 70 Adding a Contract Sub Tasks or Milestones ccccccccccccssssssseseeseseeecceeeeeeeeeeaaasseeeesseseeeeeeeeeeeeeeeeaaaaaeeseees 74 ReCUrEING Contact TASKS cc cscstch vcecusauecacessesduceeaandosesuusmoceceosigsrsueadunsneroaasietas oeecatnepapedanenivsencacsneasencueseuse 76 Contact Tasks Alerting OTETA esascssscrnscecvacensseeseussacenveciasedanecadvsoend edvasusdnduansedodedastesveussinteseusiacstenciateceeseadens 76 Loading and Assigning Templates to a Contract cccccccccccssssssssseeeeccceeeeeeeeeeeaaeaeeeeseeeeeeeeeeeeeseeeaeaaaaeeesees 19 Comparing Contracts with Redlining ccccccccccccceececceeceaeeeesseseeeecceeeeeeeeeeeaaaaeseeseeeeeeeeeeeeeeeeeeaaaaseeesees 81 Linking and Associating COMUTACIS v2 isccccccescisusuastedenavencdedavedadeeaecatetiuedadscavadodedauets dveuusnniveauedecssaneiagedeestadees 82 Uploading Images Attaching Files and Scanned Images ccccccccecccccceeeeessseeeeeeeeceeeeeeeeeeeeauaaaseeeeees 83
74. etwork Interface Card Backup tape recommended Alternative power supply UPS recommended Workstation Requirements Contract Insight is a fully web based product There is no need to install software on each PC workstation that will be utilizing the software Any computer operating system can access the Contract Insight server as long as it is running a current web browser IE 4 0 or better recommended Firefox 2 0 or better supported Wireless computers and hand held devices that have an Internet browser can access Contract Insight as well Optional Recommendations Scanner Hardware Document feeder and industry class recommended Scanner Software normally provided with the scanner Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Disclaimer of Warranty Disclaimer of Warranty THIS SOFTWARE AND THE ACCOMPANYING FILES ARE SOLD AS IS AND WITHOUT WARRANTIES AS TO PERFORMANCE OF MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED Because of the various hardware and software environments into which the product may be put NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED Good data processing procedure dictates that any program be thoroughly tested with non critical data before relying on it The user must assume the entire risk of using the program ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUC
75. ey dates and numbers o less than Use the less than where clause for making exact searches that are less than the value you enter For example to find all contracts with a Contract Amount less than 5 000 select the less than item as the Where Clause and enter in 5000 without commas in the Criteria Value field NOTE Only single criteria values will be considered in the query The less than clause will only be considered in your query on field types of money dates and numbers o not equal to Use the not equal to where clause for making exact searches or entering items that do not match the criteria that is entered NOTE When searching on currency values do not enter the comma as a value the comma is a reserved word for separating list items 6 When you are finished with four ad hoc custom report select the Continue Step 2 preview result LE Connu gt button Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PI Contract Insight Enterprise User Manual 7 If the ad hoc query created can be parsed your results will be displayed amail every fo Day s starting on 1 28 2008 times Save report AnnualReviewDate BuagetAmcunt Contract_Description Contract_Start_Date Contract_Title LocationName Termination Lease either party 3 3 2008 12 00 00 AM Agreement for California can terminate Store 123 with 120 days lease agremenet for store 123 3 3 20
76. ffered as a Software as a Service SaaS Contract Insight is a highly robust and scalable contract management tool developed to industry standards utilizing advanced web and database technologies It is based on years of market research industry experts client input and feedback from thousands of users Itis an enterprise solution that offers unprecedented flexibility and functionality It offers common functions such as multi level security the ability to track key dates of contracts notes track sub tasks and milestones it provides advanced notification e mail alerts template based creation drafting and it enables scanned images and files to be attached to each contract It offers advanced functionality such as the ability to add user defined fields custom ad hoc query tool flexible searching and full report builder Contract Insight enables organizations to effectively manage contracts reduce contract management costs and streamline workflow all to save you and your organization money Our proven system can save you thousands even millions of dollars by automating the contract management process Also Contract Insight reduces your computer costs by utilizing our state of the art web based technologies Contract Insight is a complete tool for web based contract and committal management It is Internet based software that enables users to access their contracts via a web browser with no client PC installation With anytime anywhere
77. ghts Reserved Contract Insight Enterprise User Manual Add Company Contact CustContiD Demo Demo Demo Demo Be sure to enter the contact name and select save Each contact entered will appear at the bottom of the Vendor Customer detail screen 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Company Contacts Add Add Contact First E Mail Phone Name info mikejones1 3x co m PF33333 Contract Insight Enterprise User Manual terst Tinas test test com Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual View and Edit Companies Vendors Customers To view or edit Vendor and Customer information select Company List from the Companies Menu Each Vendor and Customer entered in the system will be displayed as follows ontract insight amp G0 John Adams 6 29 Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Add Company Vendor amp Customer List Company Name Y 3M Company Barry Jones info microsoft com A Alnha Corn AllserContact info CobhleStoneSvstems com Upon selecting view for a name from the list the details form will appear 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved
78. hat were assigned via the field manager 7 You may order add and remove fields that are assigned to each contract type 8 NOTE The following fields are required Contract_ID Contract Number Vendor_ID Company Name Employee_ID Employee Name Contract_Start_Date Start Date Contract_End_Date End Date NotifyDays Notify Days Contract_Title Contract Title Name Contract_Type_ID Contract Type Department_ID Department Entry Date Date Updated Entered By and Updated By Custom Searches Overview Ad hoc Query Builder To create a custom search or an ad hoc query follow the instructions below Select the table 1 Select the Create A Custom Search under the Custom Searches link in the Reports menu item 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual contract insight Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Custom Searches Custom Report Manager Custom Reports My Custom Searches Step 1 select reporting data Checklist Milestones EET 2 Select the table from the list box that you would like to report on as seen below 3 This will show the field selector and report writer screen as seen below Custom Report Creator Contrac t Title g Details StatusName Contract Stat Date Contract Title Field Name rac A contains fact
79. he following screen image Loading Once the Report Builder interface has loaded the following screen will be available for A Home Page Layout View Cut T E b cu m w OOOOH OO Generar AG A 4 Copy I Styl as A Asa E Se BS S Oe eh a i v 5 iti yle Paste ee B A asal 2 BS Bl S wf Solid S85 55 Conditions Designer Clipboard Font F Alignment Borders u Text Format Style E T A Page1 Preview am 0 1 2 Ww ie Properties Dict Page1 Page ea 2 eal 7 E 1 Page 1 BUD ce ea 4 Paper Size Page Width Page Height Orientation Watermark Margins Number of Copies E 2 Page Addition For detailed instructions and utilization of CobbleStone s Online Report Builder please follow this link http cobblestonesystems com contract management software enterprise user manual as X My Report Builder Reports Once a Contract Administrator creates a report builder report and assigns a user the appropriate permission to view and run the report the report will be displayed on the user s My Custom Reports within Custom Reports under the Reports top menu item contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Insight Reporter Reports View Report 6 3 2010 11 14 50 AM 3 16 2010 1 56 53 PM ec 3 9 2010 9 36 54 AM edit 8 5 2009 3 48 18 PM edit 3 10 2010 1 35 33 PM edit 3 10 20
80. i EnteredBy Demo Demo DateEntered UpdatedBy DateUpdated Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual After entering in the Company Information be sure to select the save button Note To grant a vendor or a customer with the ability to log into the system for contract negotiation and view only rights enter a username and password in the appropriate fields User Name vendorusername 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Add Additional Contacts to Vendors Customers Contract Insight supports the ability to add unlimited Contacts to Vendors and Customers To add contacts to Vendors Customers select Company Contacts from the Vendor Customer details screen company Details VendorID 96 Company Name Ai Manufacturing Services street twi View History Street si A Back to list City Phila ie State PA ei Delete Zip 19123 ABC S W Country Phonel Phone Fax Contacti Enter First Contact Contact AccountNumber Next select the add contact link seen below _ Company Contacts Add Contact Last NamelFirst NamelE Mail Phone terst Tinas test test com BE The addition contact screen will appear as follows Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Ri
81. ification The Notify Days field informs the database of when to notify you when the contract is expiring based on the Contract End Date For example if the contract ends on 12 1 02 and the notify days are 30 days then you will be notified the contract is expiring on 11 1 02 Select the continue button to save your new contract record Next the system will show you the detailed contract record screen On the contract details screen you may perform various actions such as adding attachments tasks email alerts templates notes print export and more 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Contract Details Contract Details Contract ID 434 Contract Title Lease Agreement for Store 123 Alert Others Company Name Alphalpha Two 4 Other Parties Employee Doe Jane 4 i Product ANE Signed By Bricklayer Mason lt 9 Effective Date 3 3 2008 12 00 00 AM Fanart Expiration Date 3 3 2009 12 00 00 AM eaten Notify Days 60 View History AnnualReviewDate 3 3 2009 12 00 00 AM Contract Type Lease Agreement Details this is a lease agreement Description ist floor of wachovia building ee Termination either party can terminate with 120 ae Notes option for addition 5k sq ft Insurance Renewal_Notes Renewed False Department Construction Service Location California Category Auditing Status Active Occurrence Annual ContracLAmoun
82. ing is 3000000 which is about 3 MB Change this to whatever limit is reasonable for the types of files your users will be attaching Application fileuploadsize 3000000 Save the web config file IIS 6 0 Windows 2003 Changes AspMaxRequestEntityAllowed Variable Changes For IIS6 0 users the AspMaxRequestEntityAllowed property specifies the maximum number of bytes allowed in the entity body of an ASP request If a Content Length header is present and specifies an amount of data greater than the value of AspMaxRequestEntity Allowed IIS returns a 403 error response This property is related in function to MaxRequestEntityAllowed but is specific to ASP request Whereas you might set the MaxRequestEntityAllowed property to 1 MB at the general World Wide Web Publishing Service WWW Service level you may choose to set AspMaxRequestEntityAllowed to a lower value if you know that your specific ASP applications handle a smaller amount of data Open your MetaBase XML which is located in c Windows System32 Inetsrv find the line AsoMaxRequestEntityAllowed and change it to 1073741824 This change does not require stopping IIS but to make the Metabase xml file write able you need to go to the IIS control panel right click the server select properties and check off the box that says allow changes to MetaBase configuration while IIS is running AspBufferingLimit Variable Change Downloading files with Contract Insight hosted on IIS
83. ity to view all their attached files in line within the grid To view these files for a result within the grid click on the left hand arrow on that row This will populate the list of attached files for that record if any Contract ID Title Name Start Date End Date Company Name BudgetAmount v E Y E y Y Y gt 1785 Test Airling Contract 12 1 2009 12 1 2011 A Alpha Corp View 0 00 gt 1787 Test License Agreement 6 21 2010 6 21 2011 A Alpha Corp View 0 00 1793 SFFCU Test 8 1 2010 7 31 2011 MIF Services View 413 000 00 File Description draft 1 Travel Details for Onsite Demo in Albany NY 20100309 docx CobbleStone Header2 jpg Overview Contract Insight Enterprise by CobbleStone Systems pdf associated logo final executed contracgt Page size 10 v gt 1446 Test Consulting Agreement 2 1 2010 2 1 2011 A Alpha Corp View 0 00 When viewing these files you can click on the name to directly open up the file as well as see any provided description about the file as well as the date it was attached into the system Dashboards Accessing your dashboards Upon first logging into the system you will be taken to your My Calendar page due to the fact that no dashboard has yet been configured for you Once you have configured at least your first dashboard each subsequent time you log into the system you will be taken to your My Dashboards page To access you re da
84. l Appendix A Additional Information Where to find Additional Information CobbleStone Systems Inc Telephone Number CobbleStone Systems Inc Fax Number CobbleStone Systems Inc Web Site CobbleStone Systems Inc E mail 5 CobbleStone Systems Inc Support 0008 CobbleStone Systems Inc Online Learning Videos EET 866 330 0056 856 939 4646 PEIEE OI EEIE 609 482 8023 http www CobbleStoneSystems com ee info CobbleStoneSystems com support CobbleStoneSystems com http www CobbleStoneSystems com 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Appendix B Document Change Log Change Log Date 02 01 2010 Version 10 0 Change Summary e Base Draft Version of the User Manual Date 05 11 2010 Version 10 1 Change Summary e Updated and added new information screenshots for menu changes e Updated and added new information screenshots for data grid and table changes Date 07 03 2010 Version 10 2 Change Summary e Added sections for all the aspects and uses of data grids Updated screenshots for new user interface modifications Added section for detailed walkthrough with Online Report Builder Updated and added new information screenshots for contract template creation and management Added sections for management and
85. l create an automatic task set to the AnnualReviewDate of each contract for contracts that have the Submitted Contract Status selected when the contract is added The task will be assigned to Adriano Batar for this example As the specific Contract Status is changed the pre defined tasks will be added to the specific contract record You may alter the actual Task End Date and Notify Days to meet the specific contract needs Setting Pre Defined Workflow Tasks based on a Contract Type 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual The system can automatically create automated tasks calendar and e mail alerts based on a Contract Type This means that any time a new contract is entered into the system for a particular Contract Type automated tasks can be set by the system To set up Pre defined Tasks e mail and calendar alerts based on a Contract Type 26 Log into the system as an administrator user 27 Select Contract Type from the Manage Setup menu contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Ou g Field Manager elcome today is Friday December 05 200 1 Contracts Contracts Beta Testing Master Services Consultin Agreement for MSS Agreement for 490 ive 716 Active Knoerl Telecomm 734 Demo A Alpha Contract atus 16 Thomas Motor Cell Awai
86. ment ur _ m Lal EEE To view preview the contract click on one of the following options 1 The Export to Word link ___ Export to Word 2 The Export to PDF link TE Export to PDF a Ww rer TEF 2 3 The Print document button E When exporting to PDF optionally a Watermark text can be added that will be displayed on each page of the exported PDF This is beneficial for keeping track of different drafts of a contract TX Export to PDF Add PDF Watermark Various version of the agreement will be tracked in the Versions menu at the top eT 6 79 2010 3 04 19 PM by John Adams 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Comparing Contracts with Redlining Contract Insight Enterprise supports the ability to compare multiple versions of a draft contract via the template manager screen The compare menu item will appear if there are two or more versions of a draft template Select the compare menu from the contract s template screen and the Compare Versions screen will appear seen below lel Save Document Lock Unlock Document WY ex rt to Word lt 7 View Clause Library TA Export to PDF Add PDF Watermark Select Document 1 Select Document 2 9 30 2010 9 14 32 AM v drafted by Adams John 9 30 2010 9 15 05 AM edited by Adams John
87. mount Edit Up Down Budget Amount Edit Up Down Category Edit Up Down Renewed Edit Up Down Date Entered Edit Contract Occurrence Workflow Manager Maintenance N N ere RFP BFP rE FP FY KY FP KF CO OLN WU Ne ve be Pe ft Eo bf a o a n a Select the table 1 Select the table from the list box that you would like to create and manage fields for as seen below 2 This will show the field selector screen as seen below Manage Fields Select a table to manage 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual contract insight amp Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Manage Fields Manage Fields Select a table to manag Display Name Up Down Contract ID Edit be Departments Divisions Manage Assign Fields by Contract Types Locations Contract Types Clause Library Contract Status Contract Categories Up Down Expiration Date Up Down Notify Days Edit Up Down Membership Fee Edit Up Down Annual Review Date Edit Up Down Contract Type Up Down Department Up Down Location Up Down Terms Up Down Notes Up Down Renewal Notes Up Down Description Up Down Status Up Down Occurrence Up Down Contract Amount Up Down Budget Amount Up Down Category Up Down Renewed Up Down Date Entered You can edit
88. n you log in 3 Left Width The size of the left hand column of your dashboard 4 Right Width The size of the right hand column of your dashboard To create a dashboard select Add New Dashboard from the right hand menu on the dashboard manager page Right Width 95 Y 49 68 49 When adding a new dashboard provide the necessary fields as shown below anage My Dashboard Dashboard Name Dashboard Description Dashboard Layout 1 The Left and Right Column Widths can be a number between 1 and 98 2 Both the Column Widths must equal 98 ex 49 amp 49 3 Both Widths can be left blank to make them equal widths eft Column Width Right Column Width 0 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Your My Dashboards The My Dashboards page will initially display your default dashboard All of your other dashboards will be available to you from the drop down in the upper left hand part of the screen ivy Dashboards Select Your Dashbd ard Demo Dash With each of your dashboards you are able to add up to 20 docks A dock is a part of the dashboard that displays specifically requested information Here is an example of a dock My Dashboards Select Your Dashboard Dermo Dash Actwe Administrators Total Record Count 9 Page Size Active
89. ne Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Contract Types Contract Types are used to classify contracts into Type for tracking and contract creation purposes For example types of contracts may be Contractor Agreement Confidentiality Agreement Software Agreement and or Lease Agreement To enter or manage Contract Types select Contract Types from the Contracts menu option Select the Add Contract Types button and enter the Type name baat Field Manager Departments Zan Contract Status Adendum Buyer Agreement View View View Contract Categories Confidentiality Disclosure yacreement View Moanteart rrr anro contract insight Home Contracts Tasks Employees Companies Reports Ma TypeName Select Save to save the information entered Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Contract Templates Contract Insight supports the ability to create contract templates and apply inherent the templates to contracts when they are entered to streamline the contract creation process Contract Templates are linked to Contract Types After entering Contract Types you can add templates that will be associated with each Contract Type For example Confidentiality T
90. nsight Enterprise User Manual ll Attachments SE Permissions Pri Export Delete Employee Back to list Users that have admin set to false will only be enabled to view contracts and access the system features based on the employee s users permissions set via the screen below Employee Permissions Roles for Non Administrators Assigned Roles Available Roles Add Contracts Add Contract Notes Add Tasks on My Contracts Add Tasks on My Dept Contracts Delete Contracts Add Vendors Customers Display Dept task alerts on Calendar Allow Template Changes Edit My Contracts Delete My Contracts Edit My Dept Contracts Delete My Dept Contracts J Edit My Dept Tasks Delete My Dept Tasks J View Contracts Delete My Tasks View My Contracts Display all contract alerts on Calendar View Vendors Customers Display only my contract alerts on Calendar af Edit My Tasks Export Calendar Manage Contract Categories Manage Contract Clauses Manage Contract Occurance Manage Contract Requests Manage Contract Tasks Manage Contract Types 7 Assign Additional Departments for Non Administrators Assigned Departments Available Departments Accounting gt Administration Contracts Administration Corporate Finance Human Resources Notes about permissions An employee that has the admin field set to true will have full rights in the system to modify manage and delete all set up tables as well as all
91. nt Finance t 101000 0100 Employee Adams John t 0 0000 Status Awaiting Execution sml Month 4 Year 2010 i i s Bmp I D 1752 Title Permit Agi G Vendor A Alpha Corp Start 5 26 2010 sj Gif End 4 24 2010 Department Contracts Gs t 400000 0000 i Administration peg on The report will be completely displayed within the black outlined box with the ability to page through the results In addition the report can be pumice directly from the page by clicking on the print icon G Pin Sen Id d Page 12 b bl GQ 100 B gre Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual The report can also be exported into just about any file format desired by selecting the save icon and then specifying the export type a hy Security Additional User Security Options The Additional User Security Options offer the administrations of the system to assign additional management authority to non admin level users Additional Users Security Options are assigned to a user on a per user basis via the Employee Manager screen The following steps describe how to access the Additional User Security Options 1 Log into Contract Insight as an Admin level user 2 Select the Employee from the Employee Lists that require additional security options 3 Select the Additional Security button as seen below Employee Details Employ
92. o then select tink find where Ge nract_Title d is like search Toa AnnualReviewDate T ae Start En Company 3 Title Name aust TimeLeft StatusName u_PONumber FullName Department Date Date Name Spans 8 3 2002 9 3 2003 307 Hens 12 00 00 12 00 00 Coinmtach Signed Nguyen Finance Support AM AM Daniel Agreement mo Next select the link button for the appropriate contract Contract Links associated contracts Link Contracts Contract Title Equipment Rentals Software License and Support Agreement The linked contract will be listed as seen above You can view the contract by select View or remove the link by selecting Remove Tiew Remove Aew Remove 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Uploading Images Attaching Files and Scanned Images Contract Insight supports the ability to attach and upload files of any file type and scanned images 1 To upload files to a contract select the Attachments button from the Contract Details Screen as seen below Contract Details Contract ID 424 Contract Title Confidentiality Agreement 2008 Company Name Employee Product Signed By Effective Date 3 3 2009 12 00 00 AM Expiration Date 1 4 2008 12 00 00 AM we Notify Days 2 i ap Link Contracts AnnualReviewDate 1 2 2009 12 00 00 AM i tw View History Contract Type Ad ndum H Templates Det
93. obblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Vendor Customer Management Contract Insight features contact management functionality to keep track of your external contacts entitled Companies Vendors Customers This is designed to keep track of Vendors and Customers that your organization does business with Add Vendors Customers You must have the appropriate administrative permission to add contacts to the system To add vendors and customers to the system select Add Company from the Companies Vendor Customers menu The Vendor Customer input form will appear Enter the appropriate data in and select save ontract insight Q Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Go John Adams 6 29 Add Company Vendor amp Customer List Company List Company Name v v 3M Company Barry Jones info microsoft com A Alnha Carn AllserContact info CobhleStoneSvstems com 3 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Add Company VendorID Company Name Street Street City State Zip Country Phonel Phone2 Fax Contacti Contact AccountNumber Web Email Comments ActiveYN o H TaxID VendorLoginYN l UserName PassWord EmployeeContact Backos Dean TradeNames DUNS u_CorpType u_MinorityStatus t
94. obblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual PFJ 1 2 Page 1 of 2 items 1 to 25 of 31 Contract ID Titl e Name Start Date End Date Company Name BudgetAmount AnnualReviewDate Y amp v EY Y y E Y gt 1783 WSU NDA 2 9 1 2010 9 1 2012 6 17 2011 gt 1785 Test Airling Contract 12 1 2009 12 1 2011 A Alpha Corp 12 1 2010 gt 1788 asdfadsfasdf 6 21 2010 1 1 2010 6 21 2011 gt 1791 Sample WSU Consulting yo A 6 23 2011 Agreement Sample Consulting gt 1792 7 1 2010 7 1 2011 A Alpha Corp 6 24 2011 Agreement C gt 1762 Contract One ipo aI Dee ee er View 0 00 12 25 2009 Human Services gt 1663 Lease Agreement 1 5 1 2010 5 1 2011 A Alpha Corp View 0 00 4 6 2011 gt 1756 Consulting Agreement 6 1 2010 9 2 2011 Gothem Security Services View 55 000 00 6 1 2011 gt 1745 reer 9 1 2010 12 1 2010 A Alpha Corp View 0 00 5 19 2011 Agreement To view or edit a contract select the view link from the results Additionally there is the View All link on the right hand menu which returns the results of all contracts within the system Once the grid contains the results of your search it can be exported to Excel Word or PDF If Full Text Indexing is enabled for the system the Search Files link in the right hand menu will search through all attachments that have been Attached to the system for whatever wor
95. ract Status is changed To set up Pre defined Tasks e mail and calendar alerts based on a Contract Status 16 Log into the system as an administrator user 17 Select Contract Status from the Manage Setup menu contract insight 4 Status List Manager Statusl D StatucName 23 REP edit 42 Submitted edit 33 Active edit 44 Approved edit Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Field Manager Departments Locations Contrac Contract Categories Contract Occurance 18 The Contract Status list will appear next select edit view for the Contract Status you want to set pre defined tasks for contract insight Home Contracts Tasks Employees Co Status List Manager StatusID StatusName RFF Submitted Active edit edit edit edit edit edit edit Approved Awaiting Execution Closed Declined Held 19 Next the Contract Status details screen will appear scroll down and add your pre defined tasks seen below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual StatusID 4 StatusName Submitted EnteredBy Demo Demo DateEntered 5 15 2008 12 00 00 AM UpdatedBy Demo Demo DateUpdated 5 15 2008 12 00 00 AM Pre defined Workflow Events on Status Change Samual Adams not assigned E et the Task Start Date to 0 days before
96. rni irai n basse EE RES 104 Torao Procedure oiriin nan E E EN E E E EE OE OE 107 IIS Configuration for Contract Insight ccccccccccccccccceeesessseeeeeeeeeeeeeeeeeeeasaesaeseeeeseeeeeeeeeeeeeeeeaaaagegeeees 107 Installation of Contract Insight SQL Server Database ccccccccccceccceeeeeeeeseeeeeeeseeeeeeeeeeeeeeeeaaeaaeeeeees 110 Installing the Contract Insight E Mail Notification System cccccccccccccccssssssseseeseeeeeeeeeeeeeeeeaaeegeeeeees 110 Appendix A Additional Information cccccccccccceecececceaeeeeeeeeeeeeeeeceeeeeeeeeaaaaaeeeesseeeeeeeeeeseeeeeeaaaaaaeeesees 114 Where to find Additional Information cccccccccccccceceeeesseeseeeeeeeeeeeeeeeeeeeaaaeseeeeeeseeeeeeeeeeeeeseeaaaaeeaenees 114 Appendix B Document Change Log ccccccceceeccccecceecaceeesssseseeeececcceceessaaageessseseeeeeseeeeeeessaaaeegsssssss 115 Chanie LO ee a E ee nadeadeaen onantioes A 115 Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PS Contract Insight Enterprise User Manual About this Manual This manual is intended to be used as a user s guide for Contract Insight Enterprise training materials for Contract Insight help materials for Contract Insight and demonstration purposes 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual
97. s Locations Contract Types Status and Occurrence should be entered in by the system Administrator before entering in contract data Contract Categories Contract Categories are used to classify contracts into categories for classifications purposes For example a hospital may classify contracts into in network or out of network categories To enter or manage Contract Categories select Contract Categories from the Manage Setup menu option this menu item is available to admin users Select the Add menu item and enter the category name Select Save to save the information entered quick search Go Demo De Departments TY Locations Columns S pri Auditing Contract Types P Print Cable Contract Status Export Copiers Dental Contract Occurance In Network Laundry Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual EnteredBy Demo Demo EntryDate UpdatedBy Demo Demo To edit or modify a category select the view link on the category list screen contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out quick search Demo De List Manager Field Manager Departments C Add Locations i CategoryID Category Columns Contract Types Print Contract Status Export Contract Occurance 1995 2010 Cobblesto
98. s may be Open Closed Canceled Renewed or Pending The Contract Status list can be managed by Admin users To add a Contract Status select Add Contract Status from the Contract Status details form E uick search Home Contracts Tasks Employees Companies Reports Manage Setup elp aed lq l a Demo 1 28 2008 3 Departments E Add Locations Columns Contract Types Print Cimes Bpen Contract Categories Awaiting Execution 2 Close Contract Sent Declined Held In Negotiation Contract Occurance Select the add menu button to add a new Status The entry screen will appear StatusName StatusID EntryDate ActiveYN Enter the Status Name and select Save View or Edit Contract Status To view or edit a Contract Status select Contract Status from the Manage Setup menu option Select the Status name to display the Status Details form Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved PE Contract Insight Enterprise User Manual Log quick search Demo 1 28 2008 3 SP out Held Manager Departments Locations Columns Contract Types Print lt gt Bean Contract Categories Contract Occurance 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual PO Contract Occurrence Contract
99. sers contract insight Home Contracts Tasks Employees Companies Reports Manage Setup Help Log Out quick search Go Demo Demo 1 28 20 ome today is Monday January 28 2008 cot ME go January 2008 Today yn E Add Contr 2 4 5 Find Contr Contracts Contracts _Confidentialit Confidentiality ase Add Emplo Agrement 2008 Agreement 2008 EJ View Empl J Close 424 Close Ea ts 10 ii a2 Tasks Tasks Tasks test enter test enter test enter title Active tithe Active tithe Actives Bricklayer Mason Bricklayer Bricklayer lason Mason Your calendar is displayed after you log in or by select the My Calendar link You can also add diary and calendar notes by select the link on the day Your calendar will display your expiring contracts and tasks by end date You may go to the contract by select the contract link Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual To navigate to various months you can use the arrow gt buttons at the top of the calendar or enter a date in the date input field at the top To add notes or view the day view of the calendar select the number of the day for a particular day on the calendar The Day view will appear as seen below You may view the day view and enter notes on the day view Day View below
100. sesh se S 14 Drop down results for attached Mes iasisiceccsrssnessnruiedncnadensesdsdseicoretnvidev statue eaiendesboseeidateionsmsandeueeiendestaden 17 Da IDOI I satherasiesstieasarssatices ates N E A E EN E A E N S 17 Agees Aoa DO S e E 17 Tie asia O and MANOT ea E EE E 18 Your My Dashboards aenaran a a a 19 Company morma ON saoao a Na E a AN 20 Add Your Company Information ccscessesssseeccceeeeeceeeeeaeeeeseeseeeeeeeeeeeeeeeeeeaaeaeeeeseseeeeeeeeeeeseeeaaaaasaeesees 20 L cation WIA MARS OIC MU ys ssena a a feeedantons edanconseslondiesdentersetondenddecmeensetloadies 21 Add OCA ONG ssor a E salen doadidaavavay R T T R R 21 NICW and Edit LOCAUOIG aicsstenessicassavectestansiinsdnaesusvsslantnsdasiawaslslausiinsduaiausieaslaudonsdasiaua ledencunsdaniqesieadendend aseavasevencuns 29 Deparment Ni ICANN seesi an EE E 25 ADOD MG TICS a a a a son petiaaiawsecancensteermeenoce sane 25 View and Fdit Departime US seers a a a a eaa 26 Add Employees and U SETS occ siae satan cence ccna acton arieouaad aa eaa aaa eaa a aa eaaa 27 View and Edit Employee and User Information eeenseessssseeeseeeeeresssssssssssssrerrreerssssssssssssseerrerreessssss 30 Additional User Security Options via PerMisSiONs ccccssssssesseeeeeceeeeeeeeeceaaaseeesesseeeeeeeeeeeeeseeeaeaeaeeeseees 36 Add and Configure Employee Groups Roles ccccccccccccssssssssesseseeececeeeeeeeeaeaaeaeeeesseeeeeeeeeeeeeeeeeaeaaasegsnees 40 Vendor Customer M
101. shboards page or your dashboard manager you can click on either of the two right hand menu links on the calendar page or under the My top menu item select Dashboards or Dashboard Mer Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual contract insight Home M antracts Tasks Employees Companies Reports Manage Setup Help Log Out Welcon ay June 29 2010 coto F Dashboard Mgr June 2010 Co ne Systems Corp Go John Adams 6 29 2010 5 57 25 PM a gt KEJ Today EF Find Contract Calendar 31 1 2 Tasks Contracts P i 3 Sianed Bs Py Network Design aoe Tasks List eee ics is Cee TATEN Te My Dashboards Dashboards Sample Consulting Legal Review Adams a Past Due Tasks ey i Aas My Dashboard Manager Open Adams John Software Services pre v Searches Reports Agreement Open Clifford Denee ne Vendor Miami Links Sample Consulting Your dashboard manager provides a list of all the dashboards you have configured for yourself along with the ability the manage them or delete any that are not your current default dashboard Here is some information regarding the columns 1 Dashboard Title This is the title name given to your dashboard 2 Is Default Specifies if the dashboard is set as your current default dashboard your default dashboard will initially be shown whe
102. signed to the departments they belong too Each non admin user account can be set to a read only status by setting the Read Only field on the employee record to True The Read Only setting will limit the user by NOT enabling the user to change contract data ultimately removing the save and delete buttons from the Contract screens Non admin users cannot add delete or modify Vendors Employees and control lists such as Types Categories Departments and Locations Note User s may be assigned both modes via their permission screens Additional User Security Options via Permissions The Additional User Security Options offer the administrators of the system to assign additional management authority to non admin level users e Non admin users may be assigned additional security rights via the Permissions link on the employee screen e Non admin users are those users that have the Admin setting in the employee screen set to False or No e Non admin users have restricted access in the system depending on which security mode the system is set to e Non admin users cannot add delete or modify Vendors Employees and control list s such as Types Categories Departments Types and Locations unless specific permissions are assigned via the Permissions menu on the Employee details screen for each particular non administrator e Non admin users are permitted to view in rea
103. stem Tasks can be assigned to a person a group have start dates end dates notify days repeat on an interval weekly monthly quarterly and annual for recurring alerts and escalate to another employee if needed To set up Pre defined Workflow Tasks e mail and calendar alerts based on a Contract Fields 1 Log into the system as an administrator user 2 Select Workflow Manager from the Manage Setup menu contract insight Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Workflow List Manager Manage Fields i Departments Divisions WorkflowID WorkflowName DateEntered Locations 55 Administrative Workflow edit 6 16 2010 1 48 58 PM Contract Types 54 Company Workflow edit re 4 37 54 PM PEE Ei Finance Department edit 6 1 2010 4 12 01 PM 56 Negotiation edit 6 16 2010 4 17 52 PM Contract Status 27 Over 0 to 5K edit 3 3 2010 1 11 39 PM Contract Categories 63 Payment Schedule Workflow edit 6 21 2010 3 30 41 PM Co i ce 62 Special Payment Workflow edit 6 21 2010 3 10 50 PM 61 TEST edit 6 21 2010 11 28 49 AM gt 60 WSU Approval edit 6 17 2010 11 09 17 AM Maintenance 3 The Workflow Manager list will appear next select Add on the right menu to define a new workflow or select edit to modify and existing workflow job contract insight Q Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out Go John A Workflo
104. t 29000 0000 BudgetAmount 30000 0000 Performance u_ PONumber IP License Type n a EnteredBy Demo Demo a 1 25 2008 12 00 00 AM Demo Demoa PRU CK A i Delete Contract Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Adding a Contract Sub Tasks or Milestones Contract Insight supports the ability to add tasks or milestones to a contract The tasks are displayed on the calendar as an alert and can generate an email alert This can be used to track tasks or workflow for a contract The task will be e mail to the employee that it 1s assigned to based on the notification days entered before the end date To add a task select the Tasks menu item Next select Add Task from the contract screen as seen below Add you task data such as name dates values and assign it to an employee You tasks will appear on the Contract Details form as seen below contract Details Contract ID Contract Title Lease Agreement for Store 123 Company Name Alphalpha Two Employee Doe Jane Product Signed By Bricklayer Mason Effective Date 3 3 2008 12 00 00 AM Expiration Date 3 3 2009 12 00 00 AM Link Contracts Notify Days 60 nes w View History AnnualReviewDate 3 3 2009 12 00 00 AM ne Templates Contract Type Lease Agreement _ Hinancials Details this is a lease agreement Cancel Description ist floor of wachovia building Termination eith
105. t the Roles Group menu on the Employee List as seen below contract insight amp CobbleStone Systems Co Home My Contracts Tasks Employees Companies Reports Manage Setup Help Log Out G0 Demo Demo 3 31 2010 10 54 5 Add Em ee m Change My Password v J Columns Y v 2 Print Adams John johnadams cobblestonesystems com View True Finance testtes Export to Excel p Export to Word Buckanin Pat info cobblestonesystems com View False Sales Reeves Todd kd at Export to PDF Change My Passwo Contracts Castes Jimmy info cobblestonesystems com View False Adenia jcarter Cleveland Grover grover cleveland cobblestonesystems com View True Legal gcleveland The add a new Employee Role Group first select the Add Role Group menu link on the right hand menu seen above Next enter in the Role Group Name that you want to create and select the Save button seen below Home My Contracts Tasks Employees RoleName Role ID Role Group Name Audit Team Entered By Entry Date 3 31 2010 11 02 35 AM Updated By Demo Demo Date Updated 3 31 2010 11 02 35 AM Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual The system will save the new Group Name and return you to the Group List screen seen below Home My Contracts Tasks Employe Employee Role Group
106. t the security role from the available security list see below that you want to assign to the selected user and click the Add Remove arrow button This will add the security role select to the assigned security list box Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Employee Permissions Tr Roles tor Non Administrators Assigned Roles Available Roles Add Contract Notes Add Contracts Delete Contracts Manage Contract Categories Manage Contract Occurance Manage Contract Tasks Manage Contract Types Manage Custom Fields Manage Custom Repare Manage Departments Manage Employees and Users Manage Locations Assign Additional Departments for Non Administratars Assigned Departments Available Departments Accounts Payable Accounts Recievable Contracts Administration E Corporate Communications Dental Reference Senmee Distribution Facilities Finance 5 To remove security roles from a user s profile select an assigned security role in the assigned security roles list box and click the Add Remove arrow button To assign a user to multiple departments use the same steps as above however assign the correct departments in the department area Available Security Roles 1 The Manage Employees and Users security role permits a user to add edit and delete employees users from the system 2
107. tain These will look to see if each record contains the text provided anywhere in that column as well as filters for Starts With EndsWith for checking if the column for each record starts with or ends with the text provided To clear a Text column filter click on the filter icon underneath the column name and select NoFilter at the top of the list 3 Date Column To filter by a date column click on the calendar icon underneath the column name to select a date from the calendar tool or click on the text box to the left of it to type in a date manually Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual 1446 Test Consulting Agreement oe 8 2 2 sha Corp 25 13 14 15 16 17 18 19 6 2 2 2 B P 7 7 B 29 W 3 4 5 6 7 8 9 10 Once a date has been selected click on the filter icon next to the calendar icon This will allow you to specify how you want to filter the date column Contract ID Start Date End Date Company Name Contract ID Title Name Start Date End Date Company Name I he ee gt 1785 Test Airling Contract ae oe pha Com gt 1787 Test License Agreement gt M T W T F535 bha Corp gt 1793 SFFCU Test S W 3 1 Z 3 4 2 Services gt Thursday June 17 2010 NoFilter 1785 Test Airling Contract 12 1 2009 EqualTo Test License Agreement 6 21 2010 NotEqualTo SFFCU Test Gr
108. tent possible under the law Cancel 5 Next follow the installation procedures Upon completion the installation wizard will confirm completion 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual is Contractinsight Enterprise Contract Management Software Select Installation Address The installer will stall Contractlisight Enterprise Contract Management Software to the following virtual directory To install to this virtual directory click Nest To install to a different virtual directory enter it below Virtual directory ContractInsight Port a Installation complete Click Close to exit Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual 6 Locate and update the Contract Insight database connection string in the web config file located in your Contract Insight IS Web Directory usually c inetpub wwwroot contractinsight Open the web config file with note pad text editor Locate and set the correct database name database server user name and password for your database Save the web config file ppesettings gt lt add key DSN value d4ata source local rinitial catalog contractinsight user id sa PASSWORD _ gt lt add key FieldWidth value 300 gt lt add key FileUploadTimeOut value 300
109. ting Execution IP Agreement Corp Ford Gerald AAA Active Mouse Contract Categories Tasks Telecom Service SonTEC System finance approval HVAC Tasks Tasks Contract Occurance Maintenance Verify Letter of Credit Submital Reviev ion Agreement Open CSA No 4 Active Sewer Contract aans Doe Jane Backos Dean Open Banks N Maintenance services _QOuarterly Budoet Due _Insurance Reneval _Submital Review 72 Tasks 28 The Contract Type list will appear next select view for the Contract Type you want to set pre defined tasks for ontract insight Home Contracts Tasks Employees Companies Reports Manage ontract Ty pes Type ID Name Account Purchasing Agreement Accounting Services Accreditation Agreement 29 Next the Contract Type details screen will appear scroll down and add your pre defined tasks seen below Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved A Contract Insight Enterprise User Manual Contract Type Configuration Type ID 91 Type Name Accounting Services EnteredBy Demo Demo DateEntered 10 31 2008 9 54 25 AM UpdatedBy Demo Demo DateUpdated 10 31 2008 9 54 25 AM Pre defined Workflow Events oyee Dean Backos i Role Group not assigned Workflow Title Legal Alert Alert on Contract Creation Days Effectve Date 0 from Annual Review Date from Annual Review Dat
110. tiple Custom Sorting and Filtering Data Each of these new grids can perform custom sorting on anywhere from one column to all columns To perform a custom sort on a grid put the mouse over the column name you wish to sort by and click on it The grid will refresh itself showing similar to the following Contract ID Start Date End Date Company Name BudgetAmount gt 1793 SFFCU Test P10 7 31 2011 MIF Services View 415 000 00 gt 1785 Test Airling Contract 2009 12 1 2011 A Alpha Corp View 0 00 gt 1446 Test Consulting Agreement 2 1 2010 4 1 2011 A Alpha Corp View 0 00 so 1787 6 21 2010 6 21 2011 4 Alpha Corp View 0 00 Notice that in the example image the column Title Name is highlighted selected and there is a small arrow point up next to the name This shows that the grid is currently being sorted by the column Title Name Each column can be clicked to one of three 3 different states 1 The first click on a column will sort the column in ascending order Contract ID Title Name Start Date gt 1793 SFFCU Test 6 1 2010 gt 1 785 Test Airling Contract 12 1 2009 gt 1446 Test Consulting Agreement 2 1 2010 gt 1787 Test License Agreement 6 21 2010 Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual 2 The second click on that same column will sort it in descending order Contract ID Tithe Name Start Date gt
111. to 0 days before contract s Not Set v Notify Before notify 0 days before the Task End Date set above do not recurr v scalate To optional select one v after 0 days if the task is not comp Alt rgate E mail optional Select v or enter 0 00 The following tasks will be present when a contract is set to the criteria above when the contract is created na a Assigned ee Start Date End Date Nouly IR Escalate a ee Administration John ETT Expiration 3 Carter Review Adams Date Date Jimmy Delete 0 00 8 Enter the days before or after that you want the email sent on It is recommend to set the Days Expiration Date as seen above for this is when the e mail and alert is sent Enter in a positive value such as a 1 if you want the alert sent after the Entry Date of the contract or another date on the contract page enter a negative value if you want the alert sent before a date on the contract screen for example enter a 60 from the Expiration Date if you want an alert sent 60 days before the Expiration end date of the contract 9 To have a task notify the user before the task end date set the days in the Notify Days field 10 Optionally to have the task repeat on a interval such as weekly monthly quarterly or yearly select the Recurr value The task will repeat up until the end date expiration date of the contract 11 Optionally to have the task escalate if the primary employ
112. ts that are part of the departments that the user is assigned to Manage Contract Types Permits a user to add edit and delete system related Contract Types via the Manage Setup administration menu Manage Custom Fields Permits a user to add edit and delete user definable fields via the Field Manager located from the Manage Setup administration menu Manage Custom Reports Permits a user to add edit and delete Custom Report searches Manage Departments Permits a user to add edit and delete system related departments via the Manage Setup administration menu Manage Employees and Users Permits a user to add edit and delete employees users from the system Manage Locations Permits a user to add edit and delete system related Locations via the Manage Setup administration menu Manage Status List Permits a user to add edit and delete system related Status items via the Manage Setup administration menu Manage Vendors and Customers Permits a user to add edit and delete system related Vendors Customers Search all contracts in System Enables a user to search all contracts stored in the system and overrides other permissions limiting the user based on department typically this permission will also have one of the View Contracts permissions above as well assigned to the user s account Search only my contracts in System Enables a user to search only their contracts stor
113. very to Customer of the Customer Commit Date To compare versions of a drafted agreement select the version based on the draft date in the left drop down box next select the version based on the draft date in the right drop down box The compared and red lined document will appear as seen above For large document compares with many differences the comparison may take some time Leaders with Contract Management Software 1995 2010 Cobblestone Systems Corp All Rights Reserved Contract Insight Enterprise User Manual Linking and Associating Contracts Contract Insight supports the ability to link one contract to another for improved tracking To link one contract to another select contract name from the drop down as seen below and then Link Contracts from the Contract Details Form Contract Details contract betas AS ee ontract Details re inl a Attachments Contract ID 44 s Tasks Contract Title Confidentiality Agreement 2008 4 Alert Others Company Name S iki Other Parties Employee us wl ae Product zen En As sig n Effective Date 3 3 2009 12 00 00 AM E Notes Expiration Date 1 4 2008 12 00 00 AM ag gt Print Notify Days 2 EXPE AnnualReviewDate 1 2 2009 12 00 00 AM Type Ad ndum a R a Financials Description ae Cancel Termination Notes ass Delete Contract Signed By Search for the contract you want to link to Link Contracts search for a contract to link t
114. w List Manager Manage Fields 1 Departments Divisions K Add WorkflowID WorkflowName DateEntered Locations 55 Administrative Workflow edit 6 16 2010 1 48 58 PM Contract Types sams 64 Company Workflow edit 6 22 2010 4 37 54 PM Export m Clause Library 47 Finance Department edit 6 1 2010 4 12 01 PM 56 Negotiation edit 6 16 2010 4 17 52 PM Bre 27 Over 0 to 5K edit 3 3 2010 1 11 39 PM Contract Categories 63 Payment Schedule Workflow edit 6 21 2010 3 30 41 PM 62 Special Payment Workflow edit 6 21 2010 3 10 50 PM 61 TEST edit 6 21 2010 11 28 49 AM cn AIDIL A nnrausl adit CH T7I9NAN 14N T AMA 4 Next the Workflow Manager screen will appear enter a workflow job name title if it is active or not and if the workflow job should be run on the update of a contract as well as on creation Once done select Continue seen below 1995 2010 Cobblestone Systems Corp Leaders with Contract Management Software All Rights Reserved Contract Insight Enterprise User Manual Workflow Manager Workflow Name Active Run Job on Contract Update select one EnteredBy Adams Join DateEntered UpdatedBy Adams Jon DateUpdated Workflow ID Se Continue a 5 Next the Workflow Configuration screen will appear E Workflow Configuration Workflow Name Administrative Workflow Active Yes Run Job on Contract Update Yes me EnteredBy Adams John DateEntered 6 16 2010 1 48 58 PM Update
115. xt box the grid will take care of the rest To remove this filter erase the number in the text box and click off of the text box again Contract ID Tithe Name Start Date 1785 Y E gt 1785 Test Airling Contract 12 1 2009 1995 2010 Cobblestone Systems Corp All Rights Reserved Leaders with Contract Management Software Contract Insight Enterprise User Manual 2 Text Column To filter by a text column select the text box underneath the column s name and type in a word or phrase you want to filter the grid by Note it does not have to be a full word Once you have done this click on the filter icon next to the text box as shown below Contract ID Title Name Start Date End 1785 Test Airling Cont Contains 1787 Test License 44 1793 SFFCU Test f DoesNotContain Starts With EndsWith cs ol Ea faa EqualTo NotEqualTo Greater Than LessThan Greater hanOrEquallo Less ThanOrEqualTo Between NotBetween Noth Empty IsNull Notls Null This will display a list of all the possible filter types for the column If you know the exact word or phrase you are looking for you can select the EqualTo filter The grid s results will then be filtered to only those records who are exactly equal to what was typed in Conversely NotEqualTo If you are not sure on the exact word or want to filter on more than just exact there are filters for Contains DoesNotCon
116. ype may have a template created and linked to it To add Template in sections view an existing contract type next select Create Template from the Contract Type details form Contract Type Configuration Create Template amp Attach Template Type ID 2 E Print Type Name Construction Agreements ft View History EnteredBy Journis Mike x DateEntered 11 9 2001 3 19 37 PM UpdatedBv Upon selecting Create Template you will be prompted to enter in the Template text For example a template section may be the non disclosure section of a contract Each section can be indented hidden from vendors and sorted Template Editor D eM BS FS E Ae D i i Paragraph St Font Name 7 Size B Z U ZZZ GI Save Document Select Merge Field T Preview in PDE Product License Agreement lt View Clause Library a gt This Consulting Agreement the Agreement is entered into this Contract_Start_Date by and between VendorName an individual Consultant and YOUR COMPANY the Company RECITALS WHEREAS the Company is in need of assistance in support area and WHEREAS Consultant has agreed to perform consulting work for the Company in providing specify support and consulting services and other related activities as directed by the Company NOW THEREFORE the parties hereby agree as follows 1 Consultant s Services Consultant shall be available and shall

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