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Integrating with other products

  • Overview of document automation powered by Contract Express
  • Adding a Dashboard panel for Contract Express templates
  • Adding Contract Express templates
  • Capture Contract Express answers in an Output iSheet
  • File upload variables - incorporate existing files in an automated document
  • Configure a new site for HighQ Doc Auto (powered by Contract Express)
  • Contract Express - Video Gallery
  • Contract Express integration setup
  • Create a document from a Contract Express template
  • Doc Auto Public Access powered by Contract Express
  • Edit a Contract Express questionnaire
  • Generate documents from the Contract Express questionnaire
  • Manually set up Contract Express at the site level
  • Map iSheet columns to Contract Express templates
  • Open Contract Express from HighQ
  • Tips and tricks for Contract Express templates
  • Introduction to Legal Intake with the Legal Tracker Integration
  • Enabling Legal Tracker at the System Admin level
  • Configuring the Legal Tracker template
  • Configuring Legal Tracker Matter intake iSheets
  • Configure the Legal Tracker matter management iSheet
  • Approvers and Requesters within Legal Tracker (TIMI)
  • Legal Tracker - Linking sites and matters for matter management
  • Legal Tracker integration - Matter management and Legal Intake
  • Practical Law Matter Maps Integration
  • Sync Opportunities with the Salesforce Add-in
  • Transaction Management with HighQ and Dealcloser
  • Dealcloser Closing Checklist setup
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