Contract Express Admin

Contract Express is a powerful document automation platform tailored for legal professionals and enterprise teams. The articles in the admin section serve as a comprehensive guide for configuring and managing the system to meet organisational needs efficiently.

The key functional areas covered are:

System Customisation

Admins can tailor the platform’s look and feel, configure default settings, and manage feature enablement.

User and Group Management

Detailed instructions are provided for adding users, assigning roles, managing permissions, and organising users into groups for streamlined access control.

Template Management

From uploading and versioning templates to template sharing and publishing, this section ensures full control over template lifecycle.

Document Configuration

Localise and customise the questionnaire experience and document output settings.

Document Management
(Contract Express standalone only)

Learn how to set up approval processes, negotiation stages, alerts, and document status management, ensuring documents follow the correct review and sign-off procedures.

Integrations and Data Connections

The manual outlines how to connect Contract Express with external systems, including APIs, external tables, and company search tools, enhancing interoperability and data flow.

Analytics and Reporting
(Contract Express standalone only)

Built-in dashboards and reporting tools allow administrators to monitor usage, track KPIs, and generate insights for continuous improvement.