Add, Edit & Manage Contracts

Add Contracts via Direct Entry
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...
Wed, Dec 30, 2020 at 10:28 AM
Add New Contracts with a Template
Use Template to create a contract using predefined “boilerplate” documents loaded ahead of time, which are created by UCM System Administrators. When predef...
Fri, Jan 15, 2021 at 1:11 PM
Stage Notifications, Reviewers & Assignees
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...
Fri, Jan 15, 2021 at 1:12 PM
Working with Grids
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...
Fri, Jan 15, 2021 at 1:13 PM
How to Change Owner/Primary/Secondary/Tertiary Party
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,"...
Fri, Jan 15, 2021 at 1:14 PM
Contract Actions
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...
Fri, Jan 15, 2021 at 1:15 PM
Linking/Unlinking Related Contracts
Related Contracts can be linked/unlinked in a few different ways but have the same three fields to relate the contracts. Only one "related contract wil...
Fri, Jan 15, 2021 at 1:16 PM
Creating and Editing Notes
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...
Fri, Jan 15, 2021 at 1:17 PM
Retrieve a Listing of All Folder Names
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...
Fri, Jan 15, 2021 at 1:17 PM