UCM Support

Contract Stages & Workflow 8

• Creating a New Stage
• Creating a New Workflow
• Stage Configuration | Advanced Workflow Set-Up
• Workflow Security | How can I lock down my Workflow?
• Tips & Tricks | Workflow Grid Layout

View all 8

Contract Fields & Field Groups 13

• How to Create New Fields
• How to Create a New Field Group
• How to Add Fields to a Field Group
• How to Remove Fields from a Field Group
• Add a Field Group to a Contract Type

View all 13

Manage User & Role Models 23

• Add a New User
• Reset User Passwords
• Default Additional Access for Responsible Parties
• What are User's Folder Permissions?
• Set Permissions for New Users

View all 23

Contract Types Administration 3

• What is a Contract Type used for in UCM?
• Add a New Contract Type
• Limit Visibility to Users by Contract Type

Manual or Automatic Reminders, Notifications & Emails Admin 4

• Document Milestones
• Document Milestones | How to Transition from Summary Document Dates
• How to Schedule Automatic Milestones
• How to Configure Recurring Monthly Alerts

Account Info & Security Reports 5

• Security and History Reports
• Log-in/Log-out History
• Invalid Log-in History
• Contracts Deletion History
• Can I create User History reports?

Document Category & States 2

• Document Category Administration
• Document States Administration

Templates & Document Library Admin 7

• "Classic" vs Library Template Comparison Chart
• Library Templates: (OnlyOffice) Admin Set-Up
• "Classic" Templates: Admin Set-Up
• Templates as a Boilerplate Document
• Templates as a Request Form

View all 7

Using the Bulk Loader 7

• Bulk Load New Containers and Documents
• Retrieve Bulk Loader Headings
• Find Document Paths via Command Prompt
• Find Document Paths via Google Chrome
• Change Workflow/Stages with the Bulk Loader

View all 7