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