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This article applies to:

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

Overview of document automation powered by Contract Express

HighQ integrates with Contract Express templates and questionnaires to power document generation and management.
With
HighQ Doc Auto powered by Contract Express
, Contract Express templates and questionnaires are fully integrated into the HighQ experience, offering a seamless user experience.
Beyond automatically generating documents, use
Workflow
 to manage documents and create related
tasks
; capture questionnaire input and output in
iSheets
 to control and audit your data and processes.
note
Please visit the Contract Express video gallery for additional information.
note
Please note that authoring (creating a template) is only compatible with the Windows OS.

Setting up HighQ integration with Contract Express

If you already use HighQ Collaborate, it is a simple process to access powerful Contact Express features:
  • Please contact your HighQ representative to purchase and register the HighQ Document Automation module, powered by Contract Express
  • A system admin must then authorise the add-on in system settings.
  • Site admins must be members of one of the Contract Express system groups, and can then configure sites to allow access to Contract Express templates
  • If you need to manage templates on the Contract Express environment, you can open Contract Express directly from HighQ
note
More information is available in the Contract Express Integration setup article.
Add templates to HighQ and map variables
note
Ideally, you should develop templates and mapping on a staging site, and move them to a live production site after they have been finalised. This avoids potential issues caused when changes are made during development.
Manage users
  • Add additional administrators, users and authors to Contract Express system groups
    • Admins can access all settings, including Contract Express admin options; they must be in the
      Contact Express admins and authors
       group
    • Authors can create templates; they must be in the
      Contact Express admins and authors
       group
    • Users can create documents from templates; they must be in the
      Contact Express users
       group

Generate documents

Document generation can be triggered automatically with Workflow, or users can generate documents manually from a dashboard panel, the Files module or the iSheet module.
note
More information about Contact Express is available from the Contract Express Knowledge Base (account required).
Further tips and tricks can be found here.
Auto-send for signature
As of November 2022, you can use Auto-send for signature with DocuSign in Contract Express.
To auto-send a document, the document must:
  • be generated by a Contract Express template
  • have recipient information (the template provides automation to collect recipient details)
  • have auto-send enabled in the Contract Express template
note
If approvals are required to add a file to a folder, please ensure that Approval and Workflow rules do not interfere with auto-send for Contract Express generated documents.
note
To learn more about how Contract Express can collect recipients, please see the 'esignature fields' article in the Contact Express Author tool's help file.

Generate reports

As of December 2023, a system admin can create a Doc auto templates report to show templates added to a site and how they are used.
The report allows you to measure the success of each template and gain template utilisation data to help understand template utility or retire templates if needed.