---
title: "Patch 22.5.2 - CobbleStone Helper Applications"
slug: "patch-2252-cobblestone-helper-applications"
updated: 2025-10-14T21:19:47Z
published: 2025-10-14T21:19:47Z
canonical: "wiki.cobblestonesoftware.com/patch-2252-cobblestone-helper-applications"
---

> ## 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.

# Patch 22.5.2 - CobbleStone Helper Applications

CobbleStone Software offers all of our Contract Insight clients free access to Helper Applications and Add-ins. These include CobbleConnect, CobbleStone Add-In for Microsoft Word, CobbleStone Add-in for Microsoft Outlook, and others. Additional information can be found on our Wiki.

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#### COBBLESTONE HELPER APPLICATIONS AND ADD-INS NEW FEATURES

#### **NEW FEATURE:** **CobbleConnect - Data Assistant Application** *Reference #: 250926.1249.1919*

We’re excited to announce the launch of **CobbleConnect**, a new application designed to streamline your workflow and enhance your experience. CobbleConnect will eventually replace the legacy **PC Helper Application**, which has become outdated.

**Current Features Available in CobbleConnect:**

- **Search Records** – Quickly locate the information you need.
- **View Records** – Access and review data with ease.
- **Upload Files** – Seamlessly add documents and files to the system.

Once the application is launched, log in using your usual credentials.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034135990.png)

Here's a quick guide to help you navigate the key features:

1. **Dashboard Overview** After logging in, select **Dashboard** to view all six record sections along with their total record counts.
  1. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034223431.png)
2. **Uploading Files** Click **File Upload** to choose a section where you'd like to upload files.
  1. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034315322.png)
3. **Searching Records** Once a section is selected, a searchable grid will display records from the Core system.
  - Use **Filter** and **Sort** options to organize your view.
  - Review high-level data before opening a specific record.
  - ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034390322.png)
4. **Viewing Record Details** Click on a record to open its detailed view.
  - Expand **Field Groups** to view individual fields and their associated data.
  - ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034674612.png)
5. **Managing Files & Attachments**
  - Navigate to the **Files & Attachments** tab within a record.
  - Click **Browse** to select files for upload.
  - To upload multiple files, hold **CTRL** and click each file in the picker.
  - Selected files will automatically upload to the record.
  - ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034764820.png)
6. **Downloading Files** Click **Download** to open a file on your local machine.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760034811987.png)

#### **NEW FEATURE:** **Upload to Linked Record in Word Add-In** *Reference #: 250926.1237.18226*

We’ve enhanced the CobbleStone Add-in for Word to support uploading documents directly to a linked record. Previously, users were required to upload documents manually through the main application. Now, if the document is linked to a record, the user can simply click the **Upload Linked Document** button in the header to send it directly to the linked record. If no link exists, users can use the **Section Menu** to select **Linked Record** or click the same button to establish the link before uploading.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760115137777.png)***Upload Linked Document button***

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1760115229414.png)***Linked Record via Add-in Menu***

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**APPS AND ADD-INS** **RESOLUTIONS**

**RESOLUTION:** **Request Record Creation & Contract Type Sorting Fixes** *Reference #: 250926.1237.14406* Previously, when creating a new request from the CobbleStone Add-in for Outlook, users saw a confirmation message indicating success—but the Request ID displayed as “0,” and no record appeared in the system. This issue has now been resolved. Requests created through the add-in will correctly generate and display a valid Request ID, and the record will be visible in the system as expected. In addition, the Contract Type dropdown list in the add-in was not sorted alphabetically, making it harder to locate specific types. This has been corrected, and the list now appears in alphabetical order for easier navigation.

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