Register for the Next Webinar:
Morning Session | Afternoon Session
In this month's First Friday Webinar we reviewed all of the new Enhancements to UCM over the past few months, as well as took a look at a few new items coming to the system over the next few weeks and months.
NEW Enhancements
- Canceled On Date added to all Term Types
- Read more specifics HERE
- Read-Only Users & Templates
- Similar to how a Read Only User can create a Contract using a Template, they will be able to update any Template Fields in a Contract on Renewals/Reviews
- Contract Permissions and Allowed Templates all still apply
New UCM Document Editor
- Replacement for AceOffix
- Web Based, no plug-ins required
- Planned Release on Saturday, May 7th
- Webinars for Admins & End-Users the week after release
Enabling the New UCM Document Editor
- Have one member from your organization reach out to UCMSupport@icontracts.com to let us know you would like to use the Online Editor instead of AceOffix
- If you reach out prior to release, we will have the feature enabled for you by Monday April 18th (Monday May 9th)
- Anyone that is currently going through initial implementation will have this discussed with them during their next training if not already discussed
If you decided to continue using AceOffix
- If you are currently using AceOffix, and would like to continue using it, then you need to take no actions. Nothing will change in your system.
- If you continue using AceOffix however, you will not see the changes to Library Templates as an administrator, and will need to continue creating and editing those Templates offline
- You will also not have the improved Document Attributes pop-up inside a Container when you close the document
Permissions Around the New UCM Document Editor
- All current User permissions surrounding how and what documents they are allowed to interact with will all remain
- System settings such as forcing a new version to be created on edits will still be in effect
- Read-Only Users will not be able to use Edit-In-Cloud per their Role title
- Templates will still be usable by Read-Only, but in their limited way
Upgraded Features with the New UCM Document Editor
- All creation and editing of Library Templates can be done from right within the system
- Items added to your Template will be automatically added as fillable Fields during the entry process
- Within a Container, you will receive a pop-up that allows for Document Attribute editing, including changing the file name itself