Add & Manage Attachments

Add Attachments to a Contract Container
From the Attachments Tab of a Contract Container, you can add one or more documents using a very simple drag & drop feature! To Start, simply click ...
Tue, Jan 17, 2023 at 4:33 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...
Tue, Aug 3, 2021 at 3:39 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 s...
Fri, May 27, 2022 at 10:55 AM
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 c...
Fri, May 27, 2022 at 10:52 AM
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...
Tue, Aug 3, 2021 at 3:47 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 fr...
Tue, Aug 3, 2021 at 3:48 PM