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Customisation

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.

This article applies to:

  • Product: Contract Express