This month's First Friday Webinar will contain the following topics (and more!)


What's New In UCM



  • Persistent Owner/Description/Type/Alerts information across all Tabs inside a Contract Container

  • Notes Grid now stays underneath an opened Notes Detail page


What's New In the Knowledgebase



Tips & Tricks: Related Contracts



  • Each Method to Relate a Contract:

    • Contract Attributes

    • Related Contracts Tab

    • Direct Entry





  • Different Relationships:

    • “Parent/Child” Relationship (MSA/SOW)

    • “Married” Relationship (MSA/NDA)





  • How to Create these Relationships

  • Reporting

    • Views and Related Contract Tab



  • Un-Relating 


Announcements



  • 2019 Breakthrough User Pre-Conference


Attached below is the documentation for these lessons, to follow along with and retain for your reference!


To Register for our 2019 Breakthrough User Conference: Click Here




Thank you for attending the webinar!
For any more assistance on these topics reach out to UCMSupport@icontracts.com


 


Step-by-Step Guides: