---
title: "Contracts & Committals"
slug: "contracts-amp-committals-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/contracts-amp-committals-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contracts & Committals

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Contracts & Committals**

*Module: Vendor/Client Gateway › Users: Using the Vendor/Client Gateway › Contracts & Committals*

**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

Taken together, the Gateway's **Contracts** experience is assembled from several separately-configured pieces: the gateway-side **Contracts** menu group for navigation, VCG **Fields** → Area: **Contract Details** for which fields show on a record, VCG **Record tags** → Area: **Contracts** for the header values, and the Access settings (**Allow Viewing Linked Contracts**, **Allow Viewing and Adding of Files**) for what's visible around it.

# 2. Key Elements

- **Menu structure:** gateway-side **Contracts** group (**My Contracts**) and the **Find/Search Public Records** group (**All Public Contracts**), set under Administration → **Navigation Menu** → Workspace: **Vendor/Client Gateway**.
- **Field content:** VCG **Fields** tab, Area: **Contract Details**, per record type. If no fields are chosen for a record type, the Gateway shows every field.
- **Header values:** VCG **Record tags** tab, Area: **Contracts**. Tags appear as labels under the contract title on the Gateway.
- **Surrounding visibility:** **Allow Viewing Linked Contracts** and the file-related Access settings on the VCG **Settings** tab.
- Changes on the **Fields** and **Record tags** tabs save as you make them; changes on the **Settings** tab need **Save changes**.

# 3. Navigating to the Vendor/Client Gateway Settings

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

![Administration page with the Gateway search and Vendor/Client Gateway (VCG) tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vcg-01-admin-search.jpg)

# 4. Choosing Which Contract Fields Appear on the Gateway

## 4a. Selecting the Contract Details Area

1. On the Vendor/Client Gateway (VCG) page, click the **Fields** tab.
2. Open the **Area** dropdown and select **Contract Details**.

![VCG Fields tab with the Area dropdown and Contract Details option highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-01-fields-area.jpg)

## 4b. Picking Fields for a Record Type

1. Open the **Record Type** dropdown and select the contract type to configure (for example, **Consulting Agreement**). Each record type has its own Gateway field set.
2. In the **Not shown** list, use **Find a field** to locate a field, then click **« Add** to move it to **On the Gateway**.
3. Drag fields in the **On the Gateway** list to set the order they appear in.
4. To reuse another type's setup, choose it under **Start from another type** and click **Copy its fields here**. This replaces the fields already on the left.
5. Use **Add every field** or **Remove all fields** to fill or clear the list in one step.

![Fields tab for Contract Details with Area, Record Type, Add every field, On the Gateway, Start from another type, Not shown, and Add highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-02-contract-fields.jpg)

**Note:** Every change on this tab saves as you make it. When no fields are chosen, the Gateway shows **every** field for that record type. The **Worth including** line lists identifying fields (such as Contract Title, Contract Type, and Vendor / Client Name) that Gateway users need to recognize a record.

# 5. Setting the Contract Header Tags

1. On the Vendor/Client Gateway (VCG) page, click the **Record tags** tab.
2. Open the **Area** dropdown and select **Contracts**.
3. In **Record Type**, keep **Default (every type)** to set tags for all contract types, or select a specific type to give it its own tags.
4. Click **Add a tag** and choose the field to show, or click **Standard tags** to apply the standard set. Use the trash icon to remove a tag.

![Record tags tab with Area Contracts, Record Type Default, Standard tags, Add a tag, and the tag list highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-03-record-tags.jpg)

**Note:** Default tags are used by every contract record type that has none of its own. Changes on this tab save as you make them.

# 6. Setting Contract Access Options

1. On the Vendor/Client Gateway (VCG) page, click the **Settings** tab. The **Access** section is at the top.
2. Turn on **Allow Viewing Linked Contracts** to show linked Public/Gateway contracts on the contract detail screen.
3. Turn on **Allow Viewing and Adding of Files** to let Gateway users see and add files.
4. Turn on **Allow Previewing and Downloading of Files/Attachments** to allow downloads; turn it off to allow preview only.
5. Click **Save changes**.

![VCG Settings tab Access section with Allow Previewing and Downloading of Files, Allow Viewing and Adding of Files, Allow Viewing Linked Contracts, and Save changes highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-04-access-settings.jpg)

# 7. Reviewing the Gateway Contracts Menu

1. From the Contract Insight homepage, click the **Administration** icon and open **Navigation Menu**.
2. In the **Workspace** dropdown, select **Vendor/Client Gateway**.
3. Review the **Contracts** group (**My Contracts**) and the **Find/Search Public Records** group (All Public Contracts, All Public Solicitations, Search Upcoming Solicitations). Use the edit (pencil) icon or **Add sub-item** to change them.

![Navigation Menu with the Vendor/Client Gateway workspace, Find/Search Public Records group, and Contracts group highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-00-nav-menu-gateway.jpg)

**Note:** Items marked **UNAVAILABLE** point at a page that doesn't exist in the internal application; this is expected for Gateway-only pages when the menu is viewed from Contract Insight.

# 8. Viewing Contracts on the Gateway

## 8a. Finding Public Contracts

1. On the Gateway, open **Find/Search Public Records** and select **All Public Contracts**. Signed-in vendors and clients can also open **Contracts** → **My Contracts** to see their own contracts.

![Gateway menu with Find/Search Public Records and All Public Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-05-gateway-public-menu.jpg)

1. Use the list selector and **Search** box to narrow the list, then click **Search**.
2. Click **View Contract** on a row to open the contract.

![Gateway Contracts list with the list selector, Search box, Search button, and View Contract link highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-06-public-contracts-list.jpg)

## 8b. Reading a Contract Record

The contract record reflects the settings above:

- The labels under the title (for example, **Contract Type** and **Department/Division**) come from **Record tags** (Section 5).
- The **Details** sections show the fields chosen on the **Fields** tab (Section 4).
- The **Files & Attachments** and **Associated Contracts** tabs depend on the Access settings (Section 6).

![Gateway contract record with record tags, Files and Attachments tab, Associated Contracts tab, and Details section highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-07-gateway-contract-detail.jpg)

# 9. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Gateway settings | Administration → search **Gateway** → **Vendor/Client Gateway (VCG)**. |
| Choose contract fields shown on the Gateway | VCG → **Fields** → Area: **Contract Details** → Record Type → **« Add** fields (saves automatically). |
| Copy fields from another contract type | Fields tab → **Start from another type** → **Copy its fields here**. |
| Set contract header tags | VCG → **Record tags** → Area: **Contracts** → **Add a tag** or **Standard tags**. |
| Show linked contracts or files | VCG → **Settings** → Access → **Allow Viewing Linked Contracts** / **Allow Viewing and Adding of Files** → **Save changes**. |
| Edit the Gateway Contracts menu | Administration → **Navigation Menu** → Workspace: **Vendor/Client Gateway** → **Contracts** group. |
| Find public contracts on the Gateway | Gateway → **Find/Search Public Records** → **All Public Contracts** → **View Contract**. |