Integrating with other products

Generate documents from the Contract Express questionnaire

There are several ways to manually generate a document from a Contract Express template:
  • From a Doc Auto panel on the Home page
  • From the Files module
  • From the Linked iSheet
Each process accesses the Contract Express questionnaire and gives an opportunity to review and revise any text or selection before the document is generated.
note
To ensure Contract Express generated documents can be saved in HighQ make sure that the file type is not
blacklisted
 under
System admin
,
File
,
File types.

From a Doc Auto panel on the Home page

If a Doc Auto panel with links to CE templates is added to the Home page, simply click the title of a template to start a document.
  • For example, you can select
    Non Disclosure Agreement
     to create an NDA.
note
If this panel is not available, a site admin can set up
dashboard panels
 on the site's Home screen
  • The
    Contract Express questionnaire
     opens in a HighQ window
note
The document is saved in the location defined by the site administrator.

From the Files module

You can create a new document from a Contract Express template in the Files module.
  • Open the
    Files
     module, then navigate to the folder where you want to save the generated document
note
Unlike other options, the document is not saved in the location defined by the site admin; the document will be created in the selected folder.
  • Select
    New
     >
    Document from template
    .
  • Select the template to use (in this example there is only one template). Then select
    Next
    .
The
Contract Express questionnaire
 opens in a HighQ window. Select
here
 for information about the questionnaire and generating the document.

From the Linked iSheet

If an iSheet has been linked to the template, a document can be generated directly from the iSheet record.
note
Documents can be generated with Contract Express by selecting multiple iSheet records and the
Generate documents
 button in the
Action
 menu
  • Open the iSheet module and open the iSheet linked to the Contract Express template
  • Find the record that will be used in the document, click the
    More actions
     button for the record and select
    Generate document
    .
note
To generate multiple documents, select the check box on the left of each record, click the
Actions
 button at the top of the table and select
Generate documents
.
Make sure the
Contract Express
 tab is selected.
note
You do not need to select Contract Express if you selected multiple documents.
  • Select the template and select
    Generate
    .
note
If you have selected multiple records, select one or more templates.
A document is saved for each template, for each selected record.
  • The
    Contract Express questionnaire
     opens in a HighQ window. Select
    here
     for information about the questionnaire and generating documents.
note
Each document is saved in the location defined by the site administrator.

Review and create documents from the Contact Express Questionnaire

HighQ opens the Contact Express questionnaire for review; you can revise any entry from a linked iSheet, or add additional data, before generating the document.
As you fill a questionnaire with multiple pages, or if you open a questionnaire later to edit answers, the page list shows the current status:
  • a grey tick indicates that a page has been opened, but is not complete,
  • a green tick indicates that a page is complete:
note
Click
Preview
 to see a representation of the document before it is generated.
If you change answers to the questions on the left of the window, the preview is updated to show changes.
You can return to an earlier step in an ongoing questionnaire and revise an answer without losing progress beyond that point. Click on the navigation arrows to return to an earlier step.
note
All users, including users with a
Basic user account
, can edit earlier answers.
When you are satisfied with the selected answers, select
Save & close
 to generate the document.
note
When the document is saved, the Output iSheet changes to match the submitted answers. The Input iSheet does not change
Error messages when generating documents
If the document generation encounters a problem, an error message is displayed in the top bar.
Check your questionnaire, template and settings to address the error and then start the generation process again.

This article applies to:

  • PRODUCT: HighQ,Contract Express
  • Subject: Add-in