Description

Electronic Contract Management System 

(eCMS) Training 

Focus on the basics of navigating, operating, and succeeding with Reviewer Templates and Distribution Lists in eCMS Version 15.2 ahead of the deployment in the cloud.

This module includes the following topics:

• Introduction
• eCMS Usage Requirements
• Naming Conventions
• eCMS Roles
• Logging into eCMS
• eCMS User Interface
• Entering Data
• Navigating Projects
• eCMS eMail Preferences
• My Actions Screen
• Browse to a Record
• Filtering a Record Log
• Sorting a Record Log
• Add an Attachment(s) via Attachments Tab
• Add an Attachment(s) via Documents Section
• Opening Attachments
• Add a Note(s)
• Export a Record Log
• Relating Objects
• History
• Help Resources
• Summary

Instructor:  eCMS Training Team