The New Terms Box

A new & better way of tracking Term Dates in UCM. Built in functionality allows for more automation and ease of tracking your important dates and reminders!

NEW Contract Container | Comparison Chart
On April 12, 2021, UCM will be getting a new look inside the Contract Container. This is a part of the release of the new Terms feature, which may or may no...
Fri, May 14, 2021 at 11:20 AM
Term Entry | FIXED & None
FIXED The Fixed Term Type is used for your traditional Contracts that have a clearly defined Start and End Date, with no auto-renewing during the term of t...
Thu, Apr 8, 2021 at 6:04 PM
Term Entry | ROLLING
ROLLING The Rolling Term Type is used for Contracts that have a Start Date, but no clearly defined End Date, that you may also want to receive Review remin...
Thu, Apr 8, 2021 at 7:27 PM
Term Entry | RECURRING
RECURRING The Recurring Term Type is used for Contracts that have auto-renewing terms to them, but unlike Rolling, usually have some form of an End Date or...
Thu, Apr 8, 2021 at 7:27 PM
Reporting with Terms
Adding Terms Data to Views You can include all of the Term information you’ll see in a Container on any of your Views, and doing so is easier than ever, si...
Thu, Apr 22, 2021 at 11:46 AM
Enable Terms Box (ADMIN)
To enable the Terms Box feature, and to allow your Users to begin entering dates into the system created Terms Box, simply follow the steps below. Navig...
Tue, Apr 20, 2021 at 9:16 AM