Register for Next Month's Webinar:
Morning Session | Afternoon Session
This month's First Friday Webinar covered System Maintenance, specifically focusing on backing up your data and deleting/deactivating existing Fields.
New In UCM
Document Milestones- Set rules and create Milestones for individual documents in a Container
Workflow Approvals | ALL or ANY- Select if a Workflow Approval Stage needs to have ALL Users assigned approve (current configuration) or, just one of them.
New User Security Reports- 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 as well as three new Milestone Reports.
"What's Cooking" in UCM
- Special guest star Carl Leinbach makes an appearance to preview exciting new UCM enhancements coming towards the end of this year!
Backing-Up Your Data
How to Perform a Full-Data Backup- Walk-through article HERE
- Walk-through article HERE
Backing-up a Single Field- Mainly used when changing Field Types (example in webinar)
Deactivate/Delete Fields
How to Deactivate a Field- What will your Field look like in UCM after you deactivate?
- What does Deactivate do?
- Why would you deactivate?
How to Delete a Field- Backing up your data
- Warning messages
Using Back-Up to Restore Data
- Reloading your data into the system using your back-ups and the bulk loader
- Uses Bulk Loading techniques covered in First Fridays Episodes 18 & 19. Links to recordings on the right side panel