SSO Compatible Helper Applications
  • 05 Jan 2023
  • 2 Minutes to read
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SSO Compatible Helper Applications

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Helper Applications   

CobbleStone Software Helper Applications

Welcome to CobbleStone Software's Helper Applications page of the Documentation Wiki. All of our Contract Insight clients are free to use the helper applications provided on this page. Each of the links below will install an application on your computer through Microsoft's ClickOnce Install.  To manually update any of the below applications, click Install Now for the applicable application. SSO compatible desktop applications work with both SSO and standard username and password login. If you do not have the necessary requirements, you can use the older version found here instead.   

 

CobbleStone PC Helper App
(replaces Enterprise File Utility)

INSTALL NOW
CHECK REQUIREMENTS

Description:
- File upload and download tool. Can be used independently or with our Microsoft Word and Outlook plugins.
  - Drag/Drop operations for uploading and downloading documents
  - Access to Clause Library
  - Add and update records for the main areas (Contracts, Requests, Purchase Orders, E-Sourcing/Solicitations, Vendors and Employees)
  - Search for existing records and associated files
  - Task alerts
  - Integration with Microsoft Word (Optional)
  - Integration with Microsoft Outlook (Optional)

Requirements:
Contract Insight Version 17.11.0 or higher
Microsoft Windows OS
Windows Installer 3.1
.NET Framework 4.5.2 or higher
TLS 1.2 or higher enabled

REST API is required.



Graphical user interface  Description automatically generated


Microsoft Word Plugin

INSTALL NOW
CHECK REQUIREMENTS

Description:
- Upload a document to Contract Insight directly from Microsoft Word
  - Find and copy clauses into documents
  - Add and update records for the main areas (Contracts, Requests, Purchase Orders, E-Sourcing, Vendors and Employees)

Requirements:
CobbleStone PC Helper App
Contract Insight Version 17.11.0 or higher
Microsoft Windows OS
Microsoft Office 2010 or higher
Windows Installer 3.1
.NET Framework 4.5.2 or higher
TLS 1.2 or higher enabled

REST API is required.

 

 

 

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Microsoft Excel Plugin

INSTALL NOW

CHECK REQUIREMENTS


Description:
- Upload a document to Contract Insight directly from Microsoft Excel

- Download Ad-Hoc Reports

- DIM Uploads

- Add and update records for the main areas (Contracts, Requests, Purchase Orders, E-Sourcing, Vendors and Employees)

Requirements:
CobbleStone PC Helper App
Contract Insight Version 17.11.0 or higher
Microsoft Windows OS
Microsoft Office 2010 or higher
Windows Installer 3.1
.NET Framework 4.5.2 or higher
TLS 1.2 or higher enabled

REST API is required.

Microsoft Outlook Plugin

INSTALL NOW
CHECK REQUIREMENTS

Description:
- Upload attachments to Contract Insight from Microsoft Outlook.
  - Customizable ribbon buttons
  - Add and update records for the main areas (Contracts, Requests, Purchase Orders, E-Sourcing, Vendors and Employees)

Requirements:
CobbleStone PC Helper App
Contract Insight Version 17.6.0 or higher
Microsoft Windows OS
Microsoft Outlook 2013 or higher
Windows Installer 3.1
.NET Framework 4.5.2 or higher
TLS 1.2 or higher enabled


Note: When installing the Outlook Toolbar Plug-In, close Outlook entirely and install the latest version of the Toolbar by navigating to CobbleStone via the top navigation menu's Help item and select Helper Applications. Download the appropriate file and run it.

 

If the Toolbar is not displaying as intended, Open Outlook, Open the File menu and click Info. Once the page displays, click Manage COM Add-ins. A pop-up window displays. Next, select the CSOutlookSendFile item and enable the plug-in. Finally, close and restart Outlook. The plug-in should be operating as intended.

Graphical user interface, application  Description automatically generated

 




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