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Home > Support > Ventures > Collateral > Recording UCC information
Recording UCC information
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Users are able to record UCC filings related to their projects. Within the Collateral menu > non real estate collateral type record > Lien Recording tab, check off the UCC Filing box to open up recording information fields.

  • If Type is set to Initial Filing, then after entering a Filing Date and tabbing out, the Expiration Date will auto-populate to a date 5 years from Filing Date. If Type is set to any other option, the Expiration Date will not auto-populate
  • User can track the Expiration Date by running reports or adding ticklers (click Add Tickler button)


System reports that track UCC expiration dates:


Report fields that can be used to create your own custom report:


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