UCM Support

Required Document Sets 5

• Required Document Sets | Release Notes & Future Updates
• Required Document Sets | Admin Set-Up
• Required Document Sets | Contract Entry
• Required Document Sets | Contract Container
• Required Document Sets | Reporting on Missing Items

New Direct Entry 5

• New & Improved Direct Entry Process
• Using a Template to Initiate New Direct Entry
• VIDEO | New & Improved Direct Entry Process
• Admin Options for New Direct Entry Process
• Suggested Contract Entry Process Layouts

OnlyOffice Online Editor 2

• OnlyOffice | Admin Feature & Set-Up Webinar
• OnlyOffice | End-User Entry & Editing Webinar

The Terms Box 9

• Terms Box Presets | Admin Configuration Options
• Terms Box Custom Fields | Entering & Saving Data
• Terms Box | Why am I being asked to Enter a Start Date now?
• Term Entry | FIXED & None
• Term Entry | ROLLING

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New AMR's 4

• Transitioning from Classic Milestones to New AMR’s
• New AMR Grid Headers
• New AMR Creation
• Allow Complete ALL Milestones

Terms Box | Webinars 3

• FIXED Terms Webinar
• ROLLING Terms Webinar
• RECURRING Terms Webinar

Notification Center 2

• The Notification Center
• Recent Contracts Clock

The Enterprise Ribbon 3

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

Views and Reporting 3

• I Need All of My "_____" Contracts | QH
• Sharing Views | QH
• Editing a Shared 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 9

• UCM Glossary
• Articles for Getting Started
• Retrieving Your Login Information
• The Home Tab
• The Enterprise Ribbon

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Troubleshooting 6

• I don’t see My New User in the Owner Dropdown
• I don't see my New User in the Manage Users Grid
• My Folder list is Empty
• I filled out a Template but the File is blank
• I set a Stage but nobody was Notified

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User Settings, Profile & Help 6

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

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General Questions & Error Messages 7

• 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?

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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

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Add, Edit & Manage Contracts 11

• 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

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Add & Manage Attachments 6

• Add Attachments to a Contract Container
• Global Search | Attachment Text Wildcards
• What is a Document Category for?
• What are Document States?
• Backup Attachments & Documents (From a Single Container)

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Templates & Document Library 4

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

Manual or Automatic Reminders, Notifications & Emails 5

• Create a Manual Milestone
• Milestone Statuses
• How to Complete/Snooze a Milestone
• Respond to an Activity through Email
• How to Create an Activity

Archiving 5

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

First Friday Webinar 46

• FF: Episode 46 (August 4th, 2023)
• FF: Episode 45 (June 2nd, 2023)
• FF: Episode 44 (April 14th, 2023)
• FF: Episode 43 (February 3rd, 2023)
• FF: Episode 42 (December 2nd, 2022)

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Features & Enhancements 23

• Release Notes | UCM V3.8.1 & V3.8.2
• Release Notes | UCM V3.7.1 (7/21/23)
• eSignature | Envelope Reset from a Contract Container
• Release Notes | 9/30/22
• Release Notes | 7/22/22

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AceOffix | Edit in Cloud 6

• AceOffix | Edit-in-Cloud & Library Templates
• AceOffix | Opening Blank Screen and/or in a separate Window
• AceOffix Install
• Enabling AceOffix
• Save as New Version with Edit in Cloud

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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 ($)

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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

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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

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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

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Manage User & Role Models 21

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

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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
• Can I create User History reports?

Document Category & States 2

• Document Category Administration
• Document States Administration

Templates & Document Library Admin 7

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

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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

View all 7