COBBLESTONE SOFTWARE

Contract Insight — User Guide

Search Results

04. End User General Information › General Navigation in Contract Insight › Search Results

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 Search results page organizes matches into an All tab and per-record-type tabs (Contracts, Customers, Requests, Solicitations, Purchase Orders), each labeled with a live count and individually collapsible; a Collapse all control folds every section at once. Each area's grid is a full dynamic results table: column headers carry Filter Icon buttons and support click-to-sort, a Source column marks whether a match came from record data (RECORD) or an attached file (a file-count badge), and row-level actions — Manage, Preview, and Attachments — let a user act on a result without leaving the page. An Export control and a "Choose which columns this list shows" control sit above each area's grid.

2. Key Elements

• Results are grouped into an All tab plus per-area tabs, each showing a live match count
• Collapse all folds every area's section; each section can also be expanded or collapsed individually
• Column headers support per-column filtering (Filter Icon) and click-to-sort
• The Source column marks each result as RECORD or an attachment file-count badge
• Manage, Preview, and Attachments actions on each row let you act on a result without leaving the search page