System Admin

Doc auto templates report

The
Doc Auto templates report
 provides data on template use across the instance. It can show templates enabled on each site and indicates how many documents are generated from Contract Express templates on individual sites.
This allows you to measure the success of your templates and make informed decisions for greater efficiency and productivity, including how to drive engagement or when to retire templates.
The report provides:
  • Which sites have enabled Contract Express
  • Which templates are enabled on each site
  • Which templates are being used, or not used
  • How many documents are generated by each Contract Express template
Select the type of filter:
Site
 or
Template
.

Find templates used in a selected site

Select
Site
, then select a site from the
Select site
 menu, to show all templates on the selected site.
The window displays a list of templates on the selected site:
  • Site
      - the selected site in the main filter:
  • Template name
     - the name of the template.
  • Related template
     - the original name of the template in Contract Express, if the template name was changed in 'Name in category'.
  • Access
     - shows if access to the template has been added for
    Internal
     users, or for
    Public
     access.
  • Profile
     - shows the profile set in Contract Express.
  • Docs created
     - the total number of documents created with this template.
    This number does not include child documents created by a parent document.
  • Status
     - Active or Archived.

Find sites that use a selected template

Select
Template
, then select a template from the
Select template
 menu, to show all sites that use the selected template.
The window displays a list of sites that use the template:
  • Site
      - the name of the site that uses the selected template.
  • Template name
     - the name of the selected template.
  • Related template
     - the original name of the template in Contract Express, if the template name was changed in 'Name in category'.
  • Access
     - shows if access to the template has been added for
    Internal
     users, or for
    Public
     access.
  • Profile
     - shows the profile set in Contract Express.
  • Docs created
     - the total number of documents created with this template on this site.
    This number does not include child documents created by a parent document.
  • Status
     - Active or Archived.

Filter results

Select the
Filter
 button to filter the list by
Template
 name,
Status
,
Access
,
Site
 or
Created date
.
As of September 2024, if you set filters for
Status
,
Access
 or
Created date
 for one template or site, these filters are retained if you switch to another template or site.

Export as an Excel file

Click
Export
 to export the current list as an Excel file.
A notification displays:
When the download finishes, you can open the Excel file:

This article applies to:

  • PRODUCT: HighQ
  • Subject: Documents,Reports,Templates