Register for November's Webinar:

Morning Session | Afternoon Session


This month's First Friday Webinar covered the following topics:

What's New in UCM:

  • Easier retrieval of Login information, including Company Name

  • Delete Contracts from the Container

  • Changes to Stage Approval Notifications

  • Changes to Grid set-up for Attachments

    • Both Enterprise and inside a Container

  • Copy Grid Layout to other Users

Best Practices for Grid Layouts

  • Our suggestions for key items that all your Users should have on the different Grids you can now share.

  • Administrative Grid Set-Up suggestions for Users and Workflow

  • Example screenshots can be found HERE

Tips & Tricks: Workflow Assignee's from a Container

  • Assigning Users to a Stage from inside a Container

    • Presetting Approvals

    • History Report of changes