Contract Express integration requires access to third-party services for system and site administrators. This allows admins to upload templates, set up access to the service for users, and allows users to access templates for document automation.
As described in the overview, first check you have purchased the HighQ Document Automation powered by Contract Express module via your HighQ representative and that it has been activated.
Also check that Contract Express is enabled at on your instance (at the system admin level).
As of the Sept 2022 release, a new HighQ Doc Auto site is automatically created when the HighQ Doc Auto (powered by Contract Express) feature is enabled in system admin settings. This site automatically includes your published Contract Express templates and Contract Express system groups, ready for further configuration.
If you do not need the automatically created HighQ Doc Auto site , you may archive the site.
Contract Express system groups are optional, and can be removed, renamed or replaced as needed. Permissions include the Own files setting to simplify folder structures.
All included templates are synced from your Contract Express licence space and may be archived if they are not needed.
Open the HighQ Doc Auto site
Once you have enabled Contract Express in your instance, you can open the automatically created HighQ Doc Auto site.
The site created by the system is labelled with a HighQ Doc Auto tag. This tag helps idenfify the Doc Auto site, even if the site is renamed.
Site features
The new site includes the Files, iSheets and Admin modules:
Open the Files module to see created files and generate a document from a template. Select New, then Document from template:
A destination folder is created for each synced Contract Express template.
Synced templates
Published Contract Express templates from the connected licence space are automatically available in the Contract Express templates screen:
The templates must be published in Contract Express, and you must have permission to access the template in Contract Express.
Click Sync to immediately sync the templates with Contract Express. In addition, templates are synced automatically every 24 hours.
Use manual sync to instantly map newly-published templates from Contract Express.
System groups and permissions
Contract Express system groups are also added to the site. Select Admin, then Groups under User management:
The Groups screen is displayed. :
In the Groups screen, you have access to automatically created system groups:
- Contract Express admins and authors [System group]
- Contract Express basic users [System basic user group]
- Contract Express users [System group]
Add Contact Express users to the groups. These groups enable users to access the Contract Express integration, and also assign users to be able to administrate the Contract Express integration. See System groups and roles for further information.
You can remove or rename groups, or add your own site groups.
System groups and roles
Users can use one of three roles in Contact Express, User, Author or Admin. These are defined by system groups that are created when the Contract Express integration is enabled.
- Admin - a HighQ system admin added to the Contract express admins and authors group.
An Admin has access to Contract Express templates. They may create, edit and manage Contract Express templates (and also have Author and User permissions, below).
- Author - a site admin or user added to the Contract express admins and authors group.
An Author may create and use Contract Express templates (and also have User permissions, below)
- User - a site admin or user added to the Contract express users group.
A User may use existing Contract Express templates to create automated documents from existing templates.
- Basic User - a basic user can be only added to the Contract Express basic users group.
A Basic User may use existing Contract Express templates to create automated documents from existing templates.
Users who are not a member of these System groups are not able to use Contract Express templates.
External users (users without a dedicated HighQ account) may not be a member of the Contract express admins and authors group.
Permissions
Group permissions are preconfigured on the HighQ Doc Auto site. Click the More actions icon at the right of the group row, then select Set group permissions:
The Files View permission is set to Own; this restricts users so that they can only see documents that they created.
You can adjust permissions if required.
Create documents
Members of the Contract Express groups can then see the HighQ Doc Auto site, and create documents from the Files module.
Users must have permission to use a Contract Express template, even if it was synced to the site.
Create output iSheets
The first time a user generates a document from a template, an Output iSheet is created to store data and documents. Open the iSheet module to see available iSheets.
Template admin
Open the HighQ Doc Auto site, then click Admin.
The Site admin screen is displayed. In the Site admin screen, navigate to Document Automation > Contract Express templates:
The Contract Express templates screen is displayed:
Syncing published Contract Express templates is covered here.
Click the Contract Express templates drop-down menu, to access the following options:
- ON (Default) - this is automatically selected, if you selected to have Contract Express enabled by default in the system settings
- ON - enables Contract Express on your site
- OFF - disables Contract Express on your site
Select ON to turn on Contract Express and click Save to save your changes.
