Register for January's Webinar:

Morning Session | Afternoon Session

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

What's New in UCM:

  • Responsible Party name aliasing now LIVE. You can now more clearly define the role of a Primary, Secondary, or Tertiary party within your organization by changing the name of the drop-down selector to the title of the User who should be placed there.

Attachment Backups:

  • New method to backing up attachments
  • Now ONLY what is displaying in your Grid will be backed up
  • You can use Contract Views to further filter down your Attachment Views

Additional Access

  • We get to see how Additional Access is granted
  • When it will be used (Folder & Contract Type Permissions would not normally grant access)
  • What the default permissions will be on December 19th
  • How to configure custom permissions per User and/or Role Model
  • What is to come in Phase 2 (Better Reporting, Column Headers, & Contract Type Defaults)