Add & Manage Attachments

Add Attachments Using Drag & Drop
From the Attachments Tab of a Contract Container, you can add one or more documents using a very simple drag & drop feature! Adding a Single Documen...
Fri, Feb 5, 2021 at 12:24 PM
Add Multiple Documents to a Contract
So you have a contract container created with the original master contract but you have some associated documents that go with it, how can you easily add al...
Fri, Jan 15, 2021 at 1:18 PM
Global Search | Attachment Text Wildcards
Did you know that you can search through the documents that you are storing in UCM? Did you know that you can also use some Wildcard search functions that w...
Fri, Dec 11, 2020 at 5:13 PM
What is a Document Category for?
What is a Document Category? What are they for?  Document categories are ways of classifying any attachment and documents found in UCM. Say you have a sin...
Fri, Dec 11, 2020 at 5:12 PM
What are Document States?
Document States Administration is the area where you define what possible States a document might be within your system. Let's say you have a contract ...
Fri, Dec 11, 2020 at 5:12 PM
Backup Attachments & Documents (From a Single Container)
To backup Documents from Multiple Containers, follow the instructions HERE. Backing up your Documents from a single Contract Container is as easy as going...
Fri, Dec 11, 2020 at 5:12 PM
Backup Attachments/Documents (From Multiple Containers)
To backup Documents from a Single Container, follow the instructions HERE. To create and download a Backup of any of your documents from multiple Containe...
Wed, Dec 23, 2020 at 2:55 PM