UCM Support

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'