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Knowledge base
NEW Look UCM
The NEW Enterprise Ribbon
3
NEW Enterprise Ribbon | Comparison Chart
NEW Enterprise Ribbon | Notification Bell & Global Search
NEW Enterprise Ribbon | Contracts Tab
The NEW Terms Box
5
NEW Contract Container | Comparison Chart
Term Entry | FIXED & None
Term Entry | ROLLING
Term Entry | RECURRING
Enable Terms Box
Terms Box | Webinars
3
FIXED Terms Webinar
ROLLING Terms Webinar
RECURRING Terms Webinar
Quick Hits
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
Introduction to UCM
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
Managing Contracts
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
10
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 10 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'
Enhancements & Announcements
First Friday Webinar
29
FF: Episode 29 (April 2nd, 2021)
FF: Episode 28 (March 5th, 2021)
FF: Episode 27 (February 5th, 2021)
FF: Episode 26 (January 8th, 2021)
FF: Episode 25 (December 4th, 2020)
See all 29 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
Company Administration
Contract Stages & Workflow
8
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 8 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
