In the video below, we walk through an example of a Contract Entry using the New Direct Entry Process that allows you to enter the Contract Attributes, Field Data, Templates& Multiple Documents all before the first Workflow Email is sent out.

NOTE: In our example, we take a look at all screens that you may encounter, in the UCM Default Entry order, however based on certain System Settings, your exact order of entry and the navigation icons you see below on each page may differ than what you see in the video.

If you prefer to read a full step-by-step guide with screenshot instead of watching a video, click HERE.