UCM Support

The attached sheet has a list of the bare-bones, mandatory fields required to add a new contract container to your system as well as a few example rows. ...

To Retrieve Bulk Loader Headings from the Bulk Loader:  Go to: Menu – Download Template:  Name the file and save, keeping it in .csv f...

How to retrieve document paths using the command prompt: To bring up the command prompt, you can use your computer's Search function to search through t...

Find the folder in Windows/File Explorer that contains your files for uploading Click into the Windows/File Explorer toolbar to copy the full folder pat...

Whether you need to delete a stage or simply update your contracts to a new workflow, you will need to use the bulk loader to do so. Let’s say we are ma...

This is a new feature where you can now use the Bulk Loader to update existing contracts with their Related Contracts on the Summary Tab. Bulk Load...

So say you've got your system set up and ready to go but realize all too late that the field you made a single-line isn't big enough and would have ...