Contract Stages & Workflow

Creating a New Stage
Creating a new Stage in UCM is easy to do, and will only take a few clicks to set up. To begin, go to Company Admin (1), Contract Administration (2), an...
Mon, Jan 11, 2021 at 11:28 AM
Creating a New Workflow
Before you create a Workflow, make sure you have all the Stages already created. To see how to create new Stages, click HERE. To be create a new Workflo...
Mon, Jan 25, 2021 at 10:25 AM
Stage Configuration | Advanced Workflow Set-Up
Once you have a Workflow assembled and it has been saved, you are able to go back and further Configure the Workflow by adding Assignee's, setting Remi...
Mon, Jan 11, 2021 at 11:52 AM
Workflow Security | How can I lock down my Workflow?
There are many Configuration options for Workflow, however the ones that are possibly the most important are the Security options you can use to lock down o...
Mon, Jan 25, 2021 at 10:30 AM
Tips & Tricks | Workflow Grid Layout
As with all grids within UCM, the headers and appearance of grids are set and locked to a user’s login profile. Your grid may look a little different than t...
Mon, Jan 25, 2021 at 10:33 AM
Workflow Email Notifications
There are a few different email notifications that can go out to your Users about Workflow. All of them will have the same general information in them, like...
Fri, Jan 15, 2021 at 9:32 AM
Notify on Stage Update
Notify on Stage Update is a per-Container feature where you can assign Users to be notified of changes to the contract's Workflow, but they do not need...
Mon, Jan 25, 2021 at 10:37 AM
Workflow Options in a Contract Container
Though most of a Workflow is configured from Company Admin, there are some options that you have while in a Contract Container. In this article, we'll ...
Mon, Jan 25, 2021 at 10:35 AM