UCM Support

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 ...

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...

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...

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...

To backup Documents from Multiple Containers, follow the instructions HERE. Backing up your Documents from a single Contract Container...

To backup Documents from a Single Container, follow the instructions HERE. To create and download a Backup of any of your documents fr...