Contract Insight 26.2.0 Rev 261016 Release Notes Summary
This document provides a high-level synopsis of the new features, enhancements, and resolutions included in Contract Insight Version 26.2.0 (Rev 261016). It is not a substitute for the full release notes. For complete details, configuration steps, and important considerations, please review the official release notes in their entirety.
Core System
New Features:
- CobbleStone Marketplace for Sharing Configurations Between Systems: Administrators can browse and install ready-made configurations, such as workflows, ad-hoc reports, and field setups, from a new Marketplace under Administration.
- AI-Assisted Intake Agent for Creating Contract Records: AI reads incoming files and requests, fills in the contract record, flags risks, and asks only for what's missing.
- Launchpad Setup Agent for Faster System Implementation: Turns a customer's existing data into a reviewable, import-ready setup package for new or re-implementing systems.
- Salesforce Connector for Syncing Records With Salesforce: Map fields and sync records between Contract Insight and Salesforce, on a schedule or one record at a time.
Enhancements:
- Contract Financials Redesigned as a Standard Sub-Table With Summary Fields: Contract Financials now live in a standard sub-table on the contract, with summary totals.
- Configurable Columns and Sort Order for Sub-Table Grids and Main Lists: Administrators choose sub-table columns and default sort order, and users can adjust their own view.
- Add, Rename, and Delete Roles From Role Administration: Administrators can create, rename, and delete roles; roles in use are protected from deletion.
- Save Option Added to the Unsaved Changes Prompt: The unsaved changes prompt now offers Cancel, Don't Save, and Save.
- Launchpad Reads Customer Files and Contract Lists Into System Setup: Launchpad reads customer spreadsheets, agreements, and contract lists to suggest setup items and create records.
- Additional Employees, Departments, and Locations Available on Requests: Requests now support additional employees, departments, and locations, with matching access and email notifications.
- Intake Agent Creates Records Automatically and Holds Only Exceptions for Review: The Intake Agent now creates records on its own and holds only the documents that need a person's decision.
- New Agent Studio for Managing AI Agents in One Place: One screen to monitor, configure, and track reported issues for every AI agent.
- New Pending Requests View on the Requests List: A new view on the Requests list shows only requests still waiting on a decision.
Resolutions:
- Multi-Select Dropdown Values Not Available When Adding Records: Multi-select dropdowns now show their values when adding a record.
- Rate This Company Not Opening the Score Card Form on Vendor Records: Rate This Company now opens the Add new Score Card form.
- Attachments Without a File Extension Unable to Be Downloaded or Edited: Files saved without an extension now download correctly and can be edited.
- Guided Tutorials Not Following Tab Changes on Record Screens: Each record tab now has its own guided tutorials.
- Financials Option Missing From the Contract Actions Menu: Financials is back in the contract Actions menu when turned on.
- Ad-Hoc Report Docks Missing From Converted Standard Dashboards: Converted Standard Dashboards show their ad-hoc reports again.
- System Administrators Unable to Edit Tiles on System Dashboards: System administrators can add, edit, delete, and drag to reorder system dashboard tiles.
- Dashboard Shortcut Buttons and Menu Links Showing Page Not Found After Upgrade: Upgraded dashboard shortcuts and menu links open the correct screens again.
- Unclear Message When Users Without Edit Access Open Contract Files: Users without edit access now get a clear message, and Prevent Downloading blocks all download paths.
- New Request Notification Emails Not Sent When Requests Are Created: Creating a request sends the new request email again, and request emails now match the previous version.
- Dates Not Following Each User’s Regional Setting: Dates follow each user's Regional Setting everywhere in the system.
- Task Reminder Emails Not Following Their Scheduled Intervals or Correct Layouts: Each task reminder runs on its own schedule and uses its own email layout.
- Scheduled Emails Showing ID Numbers and Not Reaching All Recipients: Scheduled emails show names instead of IDs, copy the system CC, and skip invalid addresses.
- Multi-Select Field Selections Not Displaying or Saving on Record Details: Multi-select selections now display and save correctly on records.
- Hidden Fields Appearing as Columns in Sub-Table Grids: Hidden and invisible fields no longer appear as sub-table grid columns.
- Users Seeing Unassigned System Dashboards in Their Dashboard List: Users see only dashboards assigned to them, plus the Standard dashboard.
- Role Member Count Including Deleted Employees: Role member counts now exclude deleted employees.
- Copy This Contract Ignoring Field Mappings When Legacy Copy Is Turned Off: With Legacy Copy turned off, Copy this Contract uses the field mappings.
- All User-Defined Subtables Section Repeating Sub-Tables Shown Elsewhere: Sub-tables with their own section no longer repeat in the All User-Defined Subtables section.
- Calculated Link Fields Showing Raw Code in Sub-Tables and Contact Links Not Opening: Calculated link fields are clickable in sub-tables, and contact links open the contact record.
- Clause Numbering Restarting in Generated Documents and Breaking Cross-References: Numbering continues across inserted clauses, so cross-references point to the right sections.
- Mergeable Clauses Missing From Documents Generated by Workflows: Workflow-generated documents now include their mergeable clauses.
- Generated Documents Not Applying Template Word Protection Settings: Generated documents apply the template's Track Changes or read-only protection.
- Workflow IDs Missing, Conditions Displaying Incorrectly, and New Tasks Not Appearing Right Away: The Workflows list shows IDs again, conditions display as saved, and new tasks appear right away.
- Dropdown Fields Unable to Be Changed When Editing Contracts: Dropdown fields load their choices reliably when editing contracts.
- VISDOM Clause Replacement Editing the Wrong Clause and Edits Not Carried Into the New Record: Clause replacement edits only the right clause, reports when nothing changed, and saves edits to the new record.
Document Collaboration & E-Signature
Document Collaboration & E-Signature Release Notes
Resolutions:
- New Process Owner View on My Assignments for Approval and Signature Processes: A new Process owner view lists approval and signature processes a user started or is notified on.
E-Sourcing/Procurement Management
E-Sourcing/Procurement Management Release Notes
Resolutions:
- Rating and Scoring and Request Line Items Unable to Be Added or Edited: Ratings, scores, and request line items can be added and edited like other sub-tables.
Purchase Order Management
Purchase Order Management Release Notes
Resolutions:
- Purchase Order Fulfill All Not Updating and Placed Order Line Items Still Editable: Fulfill All updates the screen immediately, and placed orders lock their line items.