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.

eSignature | Envelope Reset from a Contract Container
We have now added the ability for a UCM system Admin to reset an eSignature Envelope on a Contract Container from right within the system. These icons...
Thu, Dec 15, 2022 at 10:20 AM
Release Notes | 9/30/22
New Direct Entry Updates in other Areas of the System Since the release of the New Direct Entry, we have begun moving updates we made for that process to o...
Thu, Sep 29, 2022 at 10:38 AM
Release Notes | 7/22/22
Workflow Assignee Grid Headers & Reporting We have added the ability to the Contract View area to now include Current Stage Assignees as both View Crit...
Thu, Jul 21, 2022 at 1:56 PM
Release Notes | 5/26/22
Favorite Templates & Grouping We have added the ability to tag UCM Templates (both Classic & Library) as Favorites, as well as the ability to Group...
Thu, May 26, 2022 at 9:46 AM
Release Notes | 3/18/22
Canceled On Date on ALL Term Types We have added the Canceled On Date to ALL Term Types, as well as updated some of this date's functionality in UCM. ...
Fri, Mar 18, 2022 at 9:48 AM
Release Notes | 2/25/22
Workflow Updates We are excited to announce that we have three new Enhancements to Workflow that we hope help you configure your Workflows with more flexib...
Fri, Mar 18, 2022 at 9:47 AM
Message Center
Through the new Message Center, UCM Support, and your Local UCM Administrators, can communicate important updates to UCM and any procedures from right withi...
Thu, Jan 6, 2022 at 10:58 AM
Release Notes | 1/28/22
Milestone Statuses In an effort to help give more context to what is happening with your Milestones, we have added a new column to both the Milestone Grid ...
Thu, Jan 27, 2022 at 9:32 AM
Release Notes | 12/15/21
Milestone (AMR) Updates In Container "Off" Switch for Milestones  We have added the ability to turn off Milestone Reminders directly from the Co...
Wed, Dec 15, 2021 at 9:21 AM
Release Notes | 11/29/21
Feature Updates System Attributes for Templates  We have now added all System Attributes to Templates. The full list of available items you can now includ...
Mon, Nov 29, 2021 at 12:38 PM