Register for Next Month's Webinar:


Morning Session | Afternoon Session


 


This month's First Friday Webinar was a combination of last summer's 3-part series on Templates. We take a high level look at creation, use, and security. For a more in depth look at any of the topics covered, use the links below:


Template Step-by-Step Guides: 
    Library Templates
    Classic Templates


First Friday | Episode 8: "Classic" vs. Library Templates


First Friday | Episode 9: Boilerplate Documents & Request Forms


First Friday | Episode 10: Templates as Vendor Evaluations


AceOffix Install and IT Install Guide


Templates | An Overview



Template Comparison

  • Difference between "Classic" and Library Templates
  • Requirements for each
  • AceOffix required for Library Templates
    • Article above with instructions for personal install and IT



  • Template Creation

    • How to create "Classic" Templates

      • Created in UCM
      • Uses a basic Text Editor
    • How to create Library Templates
      • Uses Word for creation and set-up
      • Requires AceOffix

  • Example Template Uses
    • Request Form
      • Can be used to create a new Container alongside the document
    • Boilerplate Agreement
      Boilerplate Agreement
      • Extract data being tracked in UCM from Summary Tab to place into the Template document
    • Vendor Evaluation 
      • Data entered into a form does NOT need to be stored in UCM (although it can be)
      • Can be used to create and store annual evaluations with all other Contract details

        Template Security
    • Limit visibility to all or some "Classic" or Library Templates
    • Create a Request User Type from a Read-Only User


Coming Soon




Document Milestones - 8/15


  • Set rules and create Milestones for individual documents in a Container
  • More detail to come!

    New User Security Report - 8/15
    • You will now be able to run an Admin report to see all Contract Types, Workflows, and Template documents a User has access to for both new entry and system usage.

  • Workflow Approvals | ALL or ANY
    • Will be able to select if a Workflow Approval Stage needs to have ALL Users assigned approve (current configuration) or, just one of them.
    • No current ETA