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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




  • 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