Integrating with other products

Manually set up Contract Express at the site level

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.
After Contract Express is enabled on your instance, you can select Contract Express templates on your sites.

Enabling Contract Express on a site

Once you have enabled Contract Express in your instance, if you selected to have it set to off as default on every site, you will need to activate it on a site-by-site basis.
To do this, select
Admin
 in the site where Contract Express is to be enabled.
The
Site admin
 screen will be displayed. In the
Site admin
 screen, navigate to
Document Automation
 >
Contract Express templates
.
The
Contract Express
 templates screen opens.
In the Contract Express screen, you can enable and add new Contract Express templates. Adding Contract Express templates will be covered in another article, 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 select
Save
 to save your changes.
Contract Express is now enabled on your site.

Contract Express system groups

Once Contract Express has been enabled, you will need to add users to the system group, to ensure they can access all features of Contract Express. To do this, a system administrator needs to click their profile menu drop-down and select
System admin
.
The
System admin
 screen opens. In the
System admin
 screen, navigate to
Group admin
.
The
Group admin
 screen opens.
In the
Group admin
 screen, you have access to two new system groups:
  • Contract Express admins and authors [System group]
  • Contract Express basic users [System basic user group]
  • Contract Express users [System group]
These groups enable you to have access to the Contract Express integration, and also assign users to be able to administrate the Contract Express integration.
See
System groups and roles
 (below) for further information.

System groups and roles

Users can use one of three roles in Contact Express,
User
,
Author
 and
Admin
. These are defined by two 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 will not be able to use Contract Express templates.
The System Admin that enabled the Contract Express integration is automatically added to the
Contract express admins and authors
 group,
add other members
 as usual.
Selecting users to delegate management of Contract Express system groups
When in the
System admin
 screen, navigate to
User admin
.
Within
User admin
, search for the user you wish to delegate to.
Select the check box next to their name, and select
Roles
.
If the user is not a system admin, you will see a new
Allow user to manage Contract Express system groups
 option.
Select this check box and a new drop-down menu will be displayed.
Select either Internal users only or Internal and external users and select
Save
.
Please note that if you only have access to internal users, you will not see any external users in the auto-suggest field when you are adding members to the Contract Express users group
Your changes will be saved and the user can now delegate the management of CE system groups.
Managing Contract Express system groups
Once a user has been given the permissions to manage Contract Express system groups, they will see "Manage Contract Express system groups" as a new option in their profile drop-down menu.
This will display a new Contract Express management screen.
Where the user can add and remove users from the 3 Contract Express groups.
Select
Save
 to save your changes.

CE Admin & Author system group

System groups dedicated to Contract Express permit users to both configure and use the Contract Express integration. All user accounts that require access to Contract Express must be a member of at least one of these groups.
In
System Admin
,
Group Admin
, two groups are available,
Contract Express admins and authors
, and
Contract Express users
.

Site templates and Contract Express

As of October 2022, Contract Express configuration is included in
Site templates
.

This article applies to:

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