COBBLESTONE SOFTWARE

Contract Insight — User Guide

2.1 Contract and Committal Fields

Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.1 Contract and Committal Fields

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The VCG Fields tab, with Area set to Contract Details, controls which fields a vendor or client sees on a contract — chosen per record type since an NDA and a master agreement can ask for different things. Picking a Record Type shows an “On the Gateway” list of currently-shown fields (drag to reorder, with Search/Add/Edit/Required toggles per field) beside a searchable “Not shown” pool of every other field on that record type, plus a Start from another type option to copy an existing type’s field set.

2. Key Elements

• VCG → Fields tab → Area: Contract Details, then choose a Record Type (e.g. Addendum)
• “On the Gateway” fields are draggable to reorder, each with its own Search, Add, Edit, and Required toggles
• “Not shown” lists every other field defined on that record type, searchable, each with an « Add control
• Start from another type replaces the current field set with a copy of another record type’s Gateway fields

3. Navigating to the Gateway Fields Tab

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type gateway, then click Vendor/Client Gateway (VCG).

3. Click the Fields tab.
4. Open the Area drop-down and select Contract Details. Each area (contracts, requests, companies, and each sub-table) has its own Gateway field set.

4. Choosing a Record Type

1. Open the Record Type drop-down. Type in its search box to filter the list.
2. Select the record type to configure, for example Master Service Agreement (MSA) or Consulting Agreement.

Note: Every change on this screen saves as you make it; there is no separate Save button. If a record type has no fields chosen, the Gateway shows every field for that type until you pick specific ones.

5. Managing Fields Shown on the Gateway

1. Review the On the Gateway list. The count beside the heading shows how many fields are shown.
2. Drag a field by its handle to change the order (drag to reorder).
3. For each field, set the toggles:
   • Search: the field can be searched on the Gateway.
   • Add: the field appears when a vendor or client adds a record.
   • Edit: the vendor or client can edit the field.
   • Required: the field must be filled in.
4. Click the » (Take off the Gateway) button to move a field back to the Not shown pool.

Note: Some toggles are greyed out for system fields, such as Contract ID and Date Entered, that vendors and clients cannot add or edit.

6. Adding Fields and Copying a Field Set

6a. Adding Fields from the Not Shown Pool

1. In Not shown, type in Find a field to narrow the list.
2. Click « Add next to a field to move it to On the Gateway.
3. To change the whole set at once, click Add every field or Remove all fields at the top right.

6b. Starting from Another Record Type

1. Under Start from another type, choose a record type from Choose a type.
2. Click Copy its fields here. This replaces the fields on the left with that type’s Gateway fields.

Note: The Worth including line above the lists suggests fields, such as Contract Title, Status, and Vendor / Client Name, that help Gateway users identify a record.

7. Quick Reference Summary