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.
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
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 wh...
Fri, Jan 15, 2021 at 1:23 PM
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 a...
Fri, Jan 15, 2021 at 1:25 PM
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
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
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
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...
Tue, Dec 13, 2022 at 11:24 AM
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