UCM Support

Use Direct Entry to create a contract by entering the key information directly into UCM. Click on the Direct Entry button to open the Contract Creation Scre...

Use Template to create a contract using predefined “boilerplate” documents loaded ahead of time, which are created by UCM System Administrators. When predef...

Did you ever wonder what’s the difference between all these Notify User links? The Summary Tab has two links for notifying users during the Contract...

You can modify any of the grid layouts in UCM to suit your personal preferences. Changes to the grid layout are stored within your profile so only you see t...

To Add Supporting Parties or Change the Owner of a Contract First you must make sure that function is enabled for your company. In "settings,"...

Contract Actions is a feature that allows you to work with multiple Contracts at the same time to perform certain tasks. You have the ability to Delete, Cop...

You can relate a Parent Contract from the About Box (A) of a Child Contract, or from the Related Contracts tab above the grid (B). To add or edit the Relate...

Create a New Note To add a note into your system from the Enterprise level Notes Tab, click the Add Note icon. In this area, you will add a Note T...

This comes in handy particularly when using the bulk loader to move current contracts or upload new contract containers. Below are instructions on how to ge...

Assigning Reviewers Reviewers allow you to create an ad-hoc group of Users responsible for reviewing a part of your Contract. What they are rev...