Administration Overview

Administration Overview   

About this Administrator’s Manual

This manual is intended to be used as a admin user guide for Contract Insight, training materials for Contract Insight, help materials for Contract Insight, and demonstration purposes.

Overview

Contract Insight Enterprise, Contract Management Software offers contract professionals, administrators, and key personnel the ability to easily track, renew, manage, and report on their contracts, agreements, and committals. Oftentimes, organizations have to engage in many contracts, such as, leases, maintenance, software license, intellectual property, telecommunication services, sub-contractor contracts, and many other risk types. Over time it may be difficult to keep track of the renewals, risks, terms, review, and/or cancellation dates that make up each individual contract. Moreover, a loss of productivity and increased expenses may arise from an inefficient contract administration process. Contract administrators may find that they are overwhelmed with the number of contracts they must track, report on, renew and cancel. They may find that it is inefficient to use a standard filing system via filing cabinets, network folders, and spreadsheets. CobbleStone®’s Contract Management Software provides a simple solution to solve these problems.

CobbleStone® Systems Contract Insight Contract Management Software provides an enterprise, web-based, solution to the contract management lifecycle process. It is installed on a network server and can be accessed by an Internet browser (Microsoft Internet Explorer, Firefox, etc.), and be used on a Local Area Network (LAN) and Wide Area Network (WAN) in a multi-user environment; and it can be hosted by CobbleStone® and offered as a Software as a Service (SaaS).

Contract Insight is a highly robust and scalable contract management tool developed to industry standards, utilizing advanced web and database technologies. It is based on years of market research, industry experts, client input, and feedback from thousands of users.  Contract Insight is an enterprise solution that offers unprecedented flexibility and functionality. It offers common functionality such as; multi-level security, the ability to track key dates of contracts, notes, track sub-tasks and milestones; it provides advanced notification, e-mail alerts, template based creation/drafting, and it enables scanned images and files to be attached to each contract. It offers the ability to add user-defined fields, a custom ad-hoc query tool, flexible searching, and a full report builder.

Contract Insight enables organizations to effectively manage contracts, reduce contract management costs, and streamline workflow--all to save you and your organization money. Our proven system can save you thousands, even millions of dollars by automating the contract management process. Also, Contract Insight reduces your computer costs by utilizing our state-of-the-art web-based technologies.

Contract Insight is a complete tool for web-based contract and committal management. It is Internet-based software that enables users to access their contracts via a web-browser with no client PC installation. With anytime, anywhere access, you can work from the office, home or on the road with easy access to contract information, your remote workforce can access contract and diary information with the ability to enter new contracts, run reports, and perform text-based searches.

For the best viewing and navigation, the following is recommended:

1. Ensure that your screen resolution is set to 1024x768 or higher.
2. Ensure that you are working with the full screen.  Reducing/shrinking the window that the application is running in can cause viewing problems.
3. Ensure that magnification of the screen is set to 100% or lower.  Anything larger than 100% can cause viewing problems.
4. Remove excessive browser toolbars as this may cause viewing/navigation problems.

The following sections review all administrative aspects and functionality of the Contract Insight Application.