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.

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