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CobbleStone Learning Videos

Watch the videos below to learn more about Contract Insight® Enterprise Contract Management Software features. If you need help, contact us at info@cobblestonesoftware.com.

CobbleStone Support

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Using the CobbleStone Support Center

Unit 1 - The Basics

CobbleStone Software Log In & General Navigation

Log In & General Navigation
CobbleStone Software Screen Layout

Screen Layout

Unit 1 - Work With & Searching For Records

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Departments/Divisions
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Employees
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Counterparties
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Master Reference Data
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Contracts
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Searching

Unit 1 - Field Management

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Field Manager
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Fields by Type
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New Sub-Tables

Unit 2 - Requests

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Request Records
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Request Approval
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Field Mapper

Unit 2 - Employee Management

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Roles/Groups
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Security Groups
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Individual Permissions

Unit 2 - Reporting

Adding and Editing Contract Records in CobbleStone Software

Legacy Ad Hoc Reports
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Standard Ad Hoc Reports
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User Defined Dashboards
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System Dashboards

Unit 3 - Workflow

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One-Off Tasks
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Workflow Overview
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Workflow Criteria
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Workflow Tasks
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Workflow Alerts
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Task Status
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Non-Working Days

Unit 3 - Document Templates

Searching in CobbleStone's Contract Insight®

Advanced Templates
Simple Searching in CobbleStone Software

Clauses
CobbleStone Software Ad-Hoc Reports and Searching

Sub-Tables
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Placeholders
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Document Use
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Generating a Document

Unit 4 - Data Importing

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Data Import Manager
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Creating an Import Template
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Processing and Import

Unit 4 - Configuration

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Configuration Settings
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Scheduler Manager
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Session Manager
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Theme/Style
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Workspaces
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Main Menu Management
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Header Icons/In-App Communication

Unit 4 - External Tools

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PC Helper App
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MS Word Plugin
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MS Outlook Plugin

Unit 5 - Advanced Tools

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Decision Matrices
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Surveys - Questions
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Surveys
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Survey Assignment
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Risk Definitions
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Risk Alerts
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File Text Search
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Risk Rate
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Risk Mapper

Unit 5 - VISDOM AI

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Plans & Processes
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Field Designation
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Natural Language Processing Data
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Applying NLP Data

Document Collaboration - Optional Add-On Module

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IntelliSign Electronic Signatures
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Electronic Approvals
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Electronic Signatures
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