COBBLESTONE SOFTWARE

Contract Insight — User Guide

3.1 Contract and Committal Content

Module: Vendor/Client Gateway › Step 3: Managing Content Visible on the Gateway › 3.1 Contract and Committal Content

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 Record tags tab, with Area set to Contracts, controls the small set of values shown across the top of a contract record on the Gateway — a lightweight header distinct from the full field set on the Fields tab. Record Type defaults to "Default (every type)," and up to a handful of tag slots each pick one field; a Standard tags shortcut and an Add a tag button manage the list, and an empty slot is flagged with a warning since it would show nothing.

2. Key Elements

• VCG → Record tags tab → Area: Contracts, Record Type: Default (every type) sets the tags used by any type without its own override
• Each numbered slot (1, 2, 3…) picks one field via a Choose a field dropdown, e.g. Employee Assigned and Date in this environment
• Standard tags resets to the system's built-in default set; Add a tag appends another numbered slot
• "A tag with no field chosen shows nothing on the Gateway" — the screen warns rather than silently displaying a blank

3. Navigating to Record Tags

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 Record tags tab.
4. Click the Area drop-down and select Contracts.

4. Setting the Default Contract Tags

1. Leave Record Type set to Default (every type). These tags are used by every contract type that has none of its own.
2. Review the numbered tag slots. Each slot shows one field across the top of the contract on the Gateway.
3. Click Add a tag to add another slot, or click the delete icon next to a slot to remove it.
4. Click Standard tags to go back to the built-in default set.

5. To change what a slot shows, click its field drop-down.
6. Type in the search box to find a field, then select it.

Note: Every change on the Record tags tab saves as you make it. There is no Save button. Choose a field for every slot, since a tag with no field shows nothing on the Gateway.

5. Giving a Contract Type Its Own Tags

1. Click the Record Type drop-down and select a contract type (for example, Consulting Agreement).

2. Add, change, or remove tags for that type the same way as in Section 4. The message above the slots confirms the tags are used only by that type.
3. To go back to the default tags for that type, remove all of its tags.

6. Quick Reference Summary