The 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!

Terms Box Presets | Admin Configuration Options
With the release of the Manage Terms Box Preset Administration area, you now have the ability to make the following configurations to UCM’s default Terms Bo...
Fri, Oct 7, 2022 at 1:24 PM
Terms Box Custom Fields | Entering & Saving Data
Custom Field Data in the Terms Box on Contract Entry When using the New Direct Entry process, if you have Custom Fields in your Terms box, and those same F...
Fri, Oct 7, 2022 at 5:19 PM
Terms Box | Why am I being asked to Enter a Start Date now?
If you’ve been a User, or Admin, of UCM for some time, and you are just now seeing a “Please correct following errors: Please select a Start Date” Terms Box...
Fri, Oct 7, 2022 at 1:33 PM
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
Updated 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, Oct 7, 2022 at 12:26 PM