UCM Support

The attached guide is a full guide that compiles the majority of the more specific articles located in the Views section of the Knowledgebase. You can u...

Views are customizable real-time queries that can be set up for either a one-time use, or named, saved, shared, and used repeatedly. Views narrow and si...

So now you made an awesome View with all the data your company will need in a particular report. How can you show it to your team without walking them throu...

Scheduled Views are great for any reports you need sent out on a regular basis. Unlike Milestones and Activities, this scheduled view is a .CSV report that ...

All of your data inside UCM is stored in the cloud, but did you know that you can create a physical backup of all your data from UCM by simply creating a Vi...

The Advanced Views is not a beginner's lesson! Some of this will sound very confusing if you're not familiar with Views or their terminology alrea...

You have always been able to see Workflow Specific details from inside a Contract Container, but now you can view those same details across all your contrac...

How can I easily create a report for all my users of all the contracts that only they own? Do I have to create a report for every single user? No, of course...

To set Favorite Views, click “Add View” from the Home Screen. You can have up to ten different views in this area. Note in the example below, you can also a...

After Implementation, it's possible some data was missed when your contracts were added. In some cases, iContracts bulk-uploads a sheet of your data, b...