Register for Next Month's Webinar:


Morning Session | Afternoon Session


 


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


Bulk Loading & Updating Contracts



  • Downloading Bulk Loader headers


  • The importance of Field Group headers

    • Ensure your Data will stay within the correct Field Groups, and not be a free floating Field in your Contract Container.





  • Required Headers for all NEW CONTRACTS

    • Contract::name

    • Contract::owner

    • Contract::type

    • Contract::folder

    • Contract::workflowtemplate

    • Contract::stage






  • Common errors in Data Entry

    • Misspelled Names

    • Owner is not allowed for the Folder

    • Assigning a Stage that is not a part of the Workflow

    • Dates – Different Formats (Must be in MM/DD/YYYY format for Bulk Load)





  • Tips to quickly populate your data in Excel

    • Using =(CellNumberOfOriginalDate+365) will update all dates to one year in the future

    • Many other quick and easy Excel formulas can be found online to populate lots of repetitive data quickly





  • How to navigate the Bulk Loader Application

  • Common Error Messages you may see and how to easily fix them

  • Verifying the data was uploaded


New Features & Enhancements



  • AceOffix Update

  • Collaboration | Allow Anyone to Respond

  • New Login page warning messages

  • Dropdown and Multi-Select Fields auto updating to new values

  • Easier Contract Type Deletion with Milestone Rules (AMR's)