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Contract Management Software
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Learning Videos: the videos below are to help new users become more
familiar with Contract Insight Enterprise Contract Management Software features.
Click on the learning Session name below to view the video. The video requires
Windows Media Player. You may stop, replay, slow down, and speed up the video to
meet your preferences. If you need more help, please contact us.
- Session 01: Login Screen and Calendar
Screen: displays how to log in and an overview of the calendar screen
- Session 02:
Add a Contract: how to add a contract record, tasks, documents, and e-mail alerts.
- Session 03:
Add a Custom User-Defined Fields: how to add custom user-defined fields to the contract screen (and vendor or employee screens). Custom Fields support text boxes, multi-line text boxes, currency/money, dates, integer/number, decimal, and drop down box fields. Each field includes a field label, help text, required indicator, and is fully searchable (and reportable). Fields can be assigned to all contract types or individual contract types.
- Session 04:
Quick Search (text search) & Custom Search: how to quickly search contracts using a text search; and how to create a custom search with multiple criteria, sorting, saving, exporting, and e-mailing searches.
- Session 05:
Administration: Add Department: how to add a new department to the department list for tracking contracts for a new department.
For additional help, contact us.
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 Contact
Information:
E-mail: info@cobblestonesystems.com
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Address:
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CobbleStone Systems Corp. |
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2311 Rt 70 |
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Professional Building One Box 10 |
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Cherry Hill, NJ 08002 |
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e-mail info@cobblestonesystems.com or call: 1-866-330-0056 Leaders in contract
software! |
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