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)