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)