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


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

      • 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