UCM Support

The NEW Enterprise Ribbon 3

• NEW Enterprise Ribbon | Comparison Chart
• NEW Enterprise Ribbon | Notification Bell & Global Search
• NEW Enterprise Ribbon | Contracts Tab

NEW Terms Box 1

• Terms Box Questionnaire | Downloadable PDF

Views and Reporting 4

• I Need All of My "_____" Contracts | QH
• Sharing Views | QH
• Editing a Shared View | QH
• Blank Page on a View | QH

Specific Views and Reports 5

• Reports: Logged In User | QH
• Reports: Activated Last Quarter | QH
• Reports: Activated Last Month | QH
• Reports: Activated This Month | QH
• Reports: Reviewers & Approvers (ADMIN) | QH

Logging In 3

• Forgot Password | QH
• Password Reset Email (ADMIN) | QH
• I Can't Find a User (ADMIN) | QH

Contract Container 4

• My Data is Missing | QH
• Duplicate Fields | QH
• Reassigning a Single Contract | QH
• Change a Contract Name | QH

Managing Users 2

• Enabling Contract Actions (ADMIN) | QH
• Creating a New Admin User (ADMIN) | QH

Managing Contracts 3

• I Cannot Find My Old Contract | QH
• Reassigning Contracts in Mass | QH
• Changing Workflow in Mass | QH

The Basics 8

• UCM Glossary
• Retrieving Your Login Information
• The Home Tab
• The Enterprise Ribbon
• Finding a Contract with Global Search

See all 8 articles

User Settings, Profile & Help 5

• Logging In for the First Time
• Forgot Password?
• Account Disabled?
• Access UCM LMS
• Change Your User Profile Settings

General Questions & Error Messages 10

• How to Clear your Browser's Cache
• How to Mass-Change Owners Across UCM
• User Cannot see Contracts after Permission Change
• Changing Folder and the Drop-down is Blank!
• User Cannot see Template/Library Icons?

See all 10 articles

Managing Views & Reports 12

• Views: A Complete Step-By-Step Guide
• Create a New View
• How to Share Views
• Create a Scheduled Report
• How to Perform a Full Data Backup

See all 12 articles

Add, Edit & Manage Contracts 9

• Add Contracts via Direct Entry
• Add New Contracts with a Template
• Stage Notifications, Reviewers & Assignees
• Working with Grids
• How to Change Owner/Primary/Secondary/Tertiary Party

See all 9 articles

Add & Manage Attachments 7

• Add Attachments Using Drag & Drop
• Add Multiple Documents to a Contract
• Global Search | Attachment Text Wildcards
• What is a Document Category for?
• What are Document States?

See all 7 articles

Templates & Document Library 4

• Add Contracts with a Library Template
• Add Templates from the Attachments Tab
• Add Attachments with a Template
• Add Attachments with Library Templates

Manual or Automatic Reminders, Notifications & Emails 2

• Create a Manual Milestone
• Respond to an Activity through Email

Archiving 5

• What does "Archive Agreement" mean?
• Archive Agreement
• Unarchive Agreement
• Bulk Archive
• Check for Expired Contracts marked 'Active'

First Friday Webinar 26

• FF: Episode 26 (January 8th, 2020)
• FF: Episode 25 (December 4th, 2020)
• FF: Episode 24 (November 6th, 2020)
• FF: Episode 23 (October 2nd, 2020)
• FF: Episode 22 (September 4th, 2020)

See all 26 articles

Features & Enhancements 7

• Additional Access - Training Video
• Enhancements | June 26th, 2020
• Document Explorer
• Enhancements | November 22nd, 2019
• Enhancements | October 1st, 2019

See all 7 articles

AceOffix | Edit in Cloud 5

• AceOffix | Edit-in-Cloud & Library Templates
• Enabling AceOffix
• AceOffix Install
• Save as New Version with Edit in Cloud
• AceOffix | Edit Excel Sheets in the Cloud

Collaboration ($) 3

• Collaboration ($)
• Allow Anyone to Respond & Auto Add Responder
• Collaboration & Email: Contract Name included in Email Title | 7/18/19 Release

Add-Ons ($) 6

• Self-Paced Learning with UCM University ($)
• DocuSign ($)
• Adobe Sign ($)
• SAML 2.0 | Active Directory | CAS (SSO) Integration ($)
• Vendor Database ($)

See all 6 articles

Sub-Tables ($) 3

• Financial Interface | Spend Management ($)
• Sub-Tables | Admin Set-Up
• Sub-Tables: Lock Headers & Columns | 7/18/19 Release

Document Archive 1

• UCM User Manuals

Past Enhancement Archive 7

• 3/18 - UCM Enhancements
• 11/17 - UCM Enhancements
• 10/17 - UCM Enhancements
• 9/17 - UCM Enhancements
• 7/17 - UCM Enhancements

See all 7 articles

Contract Stages & Workflow 9

• Creating a New Stage
• Creating a New Workflow
• Stage Configuration | Advanced Workflow Set-Up
• Workflow Security | How can I lock down my Workflow?
• Tips & Tricks | Workflow Grid Layout

See all 9 articles

Contract Fields & Field Groups 12

• How to Create New Fields
• How to Create a New Field Group
• How to Add Fields to a Field Group
• How to Remove Fields from a Field Group
• Add a Field Group to a Contract Type

See all 12 articles

Manage User & Role Models 17

• Add a New User
• Reset User Passwords
• What are User's Folder Permissions?
• Set Permissions for New Users
• Responsible Parties

See all 17 articles

Contract Types Administration 3

• What is a Contract Type used for in UCM?
• Add a New Contract Type
• Limit Visibility to Users by Contract Type

Manual or Automatic Reminders, Notifications & Emails Admin 4

• Document Milestones
• Document Milestones | How to Transition from Summary Document Dates
• How to Schedule Automatic Milestones
• How to Configure Recurring Monthly Alerts

Account Info & Security Reports 5

• Security and History Reports
• Log-in/Log-out History
• Invalid Log-in History
• Contracts Deletion History
• How can I create a User History report?

Document Category & States 2

• Document Category Administration
• Document States Administration

Templates & Document Library Admin 6

• "Classic" vs Library Template Comparison Chart
• "Classic" Templates: Admin Set-Up
• Library Templates: Admin Set-Up
• Templates as a Boilerplate Document
• Templates as a Request Form

See all 6 articles

Using the Bulk Loader 7

• Bulk Load New Containers and Documents
• Retrieve Bulk Loader Headings
• Find Document Paths via Command Prompt
• Find Document Paths via Google Chrome
• Change Workflow/Stages with the Bulk Loader

See all 7 articles