COBBLESTONE SOFTWARE

Contract Insight — User Guide

Tab Content

03. Admin User Manual › Record Details Tab Setup › Tab Content

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

Within Tab Details Setup, each tab's content is a set of "docks" — the widgets and field groups that actually populate the tab, such as the Record Details tab's single dock versus the Linked Records tab's six docks — reordered by dragging the tab itself, and expanded per tab to manage the docks inside it.

2. Key Elements

• Administration → Tab Details Setup: each tab row shows its dock count, e.g. Subtables (4 docks), Attachments & Templates (2 docks), Linked Records (6 docks)
• The expand arrow on a tab row opens its dock list for adding, removing or reordering the content shown on that tab
• "Add tab" creates a new tab of a chosen kind (e.g. a "Docks tab") and names it before docks are added to it

3. Quick Reference Summary

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