Free Demo

Choose Your Contract Insight Online Class!

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


System Overview & Contract Management

Attendee Requirements: Level: Basic; Standard Users

In this course, attendees will learn how to: 

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


Counterparty/Employee Management

Attendee Requirements: Level: Basic; Super Users

In this course, attendees will learn how to: 

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


Field Management

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will learn how to: 

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


Ad-Hoc Reports

Attendee Requirements: Level: Intermediate; Open; Super Users

In this course, attendees will learn how to: 

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


Dashboard Management

Attendee Requirements: Level: Intermediate; Open; Super Users

In this course, attendees will learn how to: 

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


Document Authoring with Templates

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will learn how to: 

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


Workflow Management

Attendee Requirements: Level: Intermediate; System Admins

In this course, attendees will learn how to: 

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


Introduction to VISDOM Artificial Intelligence 

Attendee Requirements: Level: Intermediate; System Admins

In this course, attendees will learn how to: 

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


Purchase Order Record Management

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will get an intro to: 

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


IntelliSign & Document Collaboration

Attendee Requirements: Level: Intermediate; Super Users

In this course, attendees will get an intro to: 

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


e-Sourcing & Solitcitations

Attendee Requirements: Level: Basic; eSourcing User

In this course, attendees will learn how to: 

  • Add a Sourcing/Bid Record
  • Set Data Fields
  • Manage Bid Approval Tasks
  • Create Bid Invitations to Vendors
  • Handle Q & A from Bidders
  • Rate/Award Bids
  • Convert Bids to a Contract Record
Register for CobbleStone User Online Group Training!

Register for Online Training

Integrate Contract Management Software With

And More Leading Systems

Copyright 2024 CobbleStone Software. All rights reserved. Privacy Policy. Accessibility Statement. Third party trademarks are owned by their respective organizations and are not to be construed as endorsements.
[fa icon="chevron-up"]