Adding Contract Express templates
Once you have enabled the new HighQ Document Automation module powered by Contract Express on your instance or site, you must add new templates to produce documents using your organisation's data.
note
A site admin can add new templates so that site users can generate documents based on information added to the site.
Site admins must be a member of one of the Contract Express system groups, to allow access to Contract Express templates. See the overview for more information.
To add a new template to the site, navigate to
Admin
, within a site.
The
Site admin
screen opens. Within the Site admin
screen, navigate to Document automation
> Contract Express templates
.
The
Contract Express templates
screen opens.
Add a template
Within the
Contract Express templates
screen, select Add
. The Add template
screen opens.
Within the
Add template
screen, click Browse
to select a CE template
.
The
Contract Express templates
screen opens.
note
As of April 2023, categories that do not contain templates are not shown in this list; however, some empty categories may be present if you do not have permission to view templates in the category, or permission to view one of the parent categories.
Select a template and select
Save
.note
If you select the wrong template, or wish to change the selected template, click the red
x
next to the name of the template you have chosen.A warning screen is displayed. Select
Continue
to remove the template.Link an iSheet and view
Once you have selected a template, you can select a Linked iSheet from the
Linked iSheet
drop-down menu.note
You can use columns from the linked iSheet to fill values in the Contract Express questionnaire, which are then used to generate a document.
If you select a linked iSheet, you need to select the
Linked view
, which is either All views
or Specific views
.Add or Create Mapping
After selecting a view the template must know where to find the information that is added to the generated document.
See map iSheet columns to Contract Express variables for more information.
Document automation settings
Once you have configured the above, select where the document will be saved. You can select a
Specified folder
on the site, or a Specified iSheet column
(an Attachment column).
Select either
Specified folder
then Change
to select a different folder, or select Specified iSheet column
then select an iSheet attachment column from the drop-down menu.
Select the location to save generated documents then click
Add
to add your template to the list of templates available on this site.note
If you use an iSheet attachment column to store generated documents, the Files module must be active to view the documents in the iSheet module.
You can now generate documents using your template. Click here for more information on how to do this.
Archiving templates
A site admin can archive unneeded templates to remove them from the list of templates.
Open the
Admin
module, then select Contract Express templates
.
Scroll to the template to archive, or use
Search and Filter templates
to narrow the list. Select the More actions
icon for the template and select Archive
.
note
As of August 2023, by default, archived templates do not appear in the list of templates. Select
Archived
in the Search filter to see Archived templates.