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

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  Document Milestones 
  
  
  
  • Set rules and create Milestones for individual documents in a Container
  
  
  
  


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  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.
  
  
  
  


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  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

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  How to Perform a Full-Data Backup
  
  
  
  • Walk-through article HERE
    
  
  
  
  


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  Backing-up a Single Field
  
  
  
  • Mainly used when changing Field Types (example in webinar)
  
  
  
  

Deactivate/Delete Fields

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  How to Deactivate a Field
  
  
  
  • What will your Field look like in UCM after you deactivate?
  
  
  • What does Deactivate do?
  
  
  • Why would you deactivate?
  
  
  
  


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  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