Features & Enhancements

A list of Features and Enhancements that have been added to UCM. Each topic includes some information about the Enhancement itself, a Step-by-Step Guide on how to set up and use the feature, and a video to see it in action.

Release Notes | 9/24/21
Feature Updates DocuSign & Adobe Sign | Replace Document (Optional Feature) We have updated our DocuSign and Adobe Sign connectors to allow you to now...
Thu, Sep 23, 2021 at 3:19 PM
Release Notes | 7/26/21
In System Updates Next Reminder Date We made a small change to the way AMR’s track when notifications will be sent out next. We removed the previous Snooz...
Mon, Jul 26, 2021 at 8:42 AM
Release Notes | 6/28/21
Update to Recurring Terms with an Until Date When you use the Until dropdown option and enter the subsequent date the Contract Renews Until, the system ...
Mon, Jun 28, 2021 at 1:55 PM
Additional Access - Training Video
Below is a short 15 minute video guide for Additional Access, where you'll learn how to grant Additional Access, who can grant Additional Access, and w...
Fri, Jan 15, 2021 at 1:23 PM
Enhancements | June 26th, 2020
Below is a list of Enhancements and Bug Fixes that went into UCM on June 26th, 2020. Initial WF Stage Lock We are making some changes to a user's ...
Fri, Jan 15, 2021 at 1:25 PM
Document Explorer
When viewing your Attachments inside of a Contract Container, the more that are there, the harder it can be to find quickly. The UCM “Grid” is a great tool ...
Fri, Jan 15, 2021 at 1:29 PM
Enhancements | November 22nd, 2019
Below is a list of Enhancements and Bug Fixes that went into UCM on November 22nd, 2019. Attachment Backups We are making some changes to how you perfo...
Fri, Jan 15, 2021 at 1:30 PM
Enhancements | October 1st, 2019
Below is a list of the smaller Enhancements and Bug Fixes that went into UCM on October 1st, 2019. Attachment Grids We have upgraded Attachment Grids t...
Fri, Jan 15, 2021 at 1:31 PM
Copy Contract from a Container | 7/18/19 Release
Purpose: In the past, Views and Contract Actions where the only was to copy a Contract. That meant you needed to create a specific View for the one Contrac...
Fri, Jan 15, 2021 at 1:32 PM
Contract Container Countdown
In addition to Milestones, Activities, and building forecast reports with Views, you have the ability to track a specific date field globally across all of ...
Fri, Jan 15, 2021 at 1:33 PM