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The videos below are to help new users become more
familiar with Contract Insight Enterprise Contract Management Software features.
Click on the learning session name below to view the video. The video requires
Windows Media Player. You may stop, replay, slow down, and speed up the video to
meet your preferences. If you need more help, please contact us.
Electronic Tutorials / Online Videos
Session 01 - Login Screen and Calendar Screen
This video tutorial displays how to log in to Contract Insight and an overview of the main calendar screen.
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Session 02 - Add a Contract
This video tutorial explains how to add a contract record, tasks, documents, and e-mail alerts.
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Session 03 - Add a Custom User-Defined Fields
This video tutorial explains how to add custom user-defined fields to the contract screen (and vendor or employee screens). Custom Fields support text boxes, multi-line text boxes, currency/money, dates, integer/number, decimal, and drop down box fields. Each field includes a field label, help text, required indicator, and is fully searchable (and reportable). Fields can be assigned to all contract types or individual contract types.
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Session 04 - Quick Search (text search) & Custom Search
This video tutorial reviews how to quickly search contracts using a text search; and how to create a custom search with multiple criteria, sorting, saving, exporting, and e-mailing searches.
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Session 05 - Administration: Add Department
This video tutorial steps through adding a new department to the department list for tracking contracts for a new department.
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Session 06: Administration: Add Employee/User
This video tutorial explains how to add a new employee (user) to the system and set their permissions.
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Session 07: Manage Your Dashboards
This video tutorial explains how to add a flexible user-definable dashboard and management view.
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Session 08: Add a Filterable Field to a Display List
This video tutorial explains how to add a new field (column) to an existing display list (grid) with sorting and filtering.
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Session 09: Manage and Assign Fields By Contract Type
This video tutorial explains how to manage and assign fields by contract type (administrator session).
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Having trouble viewing the videos, visit: CobbleStone System's YouTube Video
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