Register for Next Month's Webinar:
Morning Session | Afternoon Session
In this month's First Friday Webinar we discussed the few enhancements that went live over the last few weeks, and discussed at a high level overview, UCM Views (Reports).
Skip to 19:15 in the video below to just watch the section on View creation.
- eSignature | Auto Promote Primary Document
- eSignature | Replace Document
- Notes | Read More Option
- Terms | Recurring Term Type Final Cycle
- Contract Views | Export to Excel Format
UCM Contract Views (Reports)
- Criteria vs. Data Field (Grid) Columns
- Multi Criteria Reports (And/Or Delineators)
- Advanced Reports (using parenthesis to "combine" reports)
- Saved, Shared, & Scheduled Views
- Ad-Hoc View Filtering
- Differences Between Enterprise Level View Creators