Register for December's Webinar:

Morning Session | Afternoon Session

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

What's New in UCM:

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  Contract Name now a part of Admin User History Reports
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• The Fill Values button on Template and Library Templates is now gone, and your Fields will always be open and ready for data entry.
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Notifications:

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  Milestones
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  • "Required" Milestones that everyone should have like Expiration Date
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  • Using Managed Fields to get more Contract specific information included in the email notification.
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  Activities
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  • Reoccurring set-up of an Activity
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  • Using Activities for Auto-Renewals
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  Alerts
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  • Enabling Alerts in your system (optional)
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Notification Comparison Chart

Use the chart below to help you decide which Notification type may be best for you. Remember though that this chart is simply a guide. Please reach out to [email protected] for any questions about which type of Notification may be best for you.

Coming Soon:

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• Change out the Responsible Party Display Name (Going Live on November 8th, 2019)
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• The ability to Grant Access to a Contract from inside the Container
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