The Basics

UCM Glossary
TERM   DEFINITION AceOffix   Plug-In that allows you to Edit your Documents in the Cloud using Microsoft Word and Excel. Also ...
Thu, Jan 14, 2021 at 3:50 PM
Retrieving Your Login Information
If you have forgotten any of your Login information, Company Name, Username, or Password, you can easily retrieve whatever you are missing by using the ?&#x...
Tue, Jan 12, 2021 at 5:07 PM
The Home Tab
The Home Tab, or Home Page, in UCM is where you’ll be taken to when you log into the system. It is also where you’ll be able to enter a new Contract into th...
Thu, Jan 14, 2021 at 3:54 PM
The Enterprise Ribbon
Within UCM, we refer to the top portion of your screen the Enterprise Ribbon. This area also won’t change, no matter where you are within the system. In...
Thu, Jan 14, 2021 at 4:11 PM
Finding a Contract with Global Search
The Global Search feature of UCM is meant to allow you to quickly search across your whole system for a single Contract. If you are trying to view data for ...
Thu, Jan 14, 2021 at 4:27 PM
Enterprise Ribbon - Contracts Tab
The Contracts Tab is where you create all of your Reports, or Views as they are called in UCM. This is NOT where you go to find a single Contract, that is d...
Thu, Jan 14, 2021 at 4:30 PM
Enterprise Ribbon - Attachments Tab
The Attachments tab at enterprise level will show all the attachments you can view in UCM. Like Contracts, there's an option to create views, reorder y...
Thu, Jan 14, 2021 at 4:33 PM
Contract Attributes
Below is a list of the Contract Attributes that are a part of every UCM System. For a full Glossary of all terminology for UCM, click HERE. TERM  ...
Thu, Jan 14, 2021 at 4:35 PM