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Data connections

Set up a HighQ Connection in Contract Express

With Contract Express version 8.5 or higher, you can export documents to widely-used document management systems NetDocuments, iManage, SharePoint Online or to client collaboration platform HighQ.
This guide outlines the steps to configure a connection to HighQ from Contract Express. This must be done by an Administrator in Contract Express using System Admin credentials in HighQ

Set up the connection in HighQ

To configure a connection to Contract Express in HighQ:
  1. Sign in to HighQ using System Admin credentials.
  2. Navigate to the
    System Admin
     area.
  3. Choose
    API application registration
     from the menu.
  4. Select
    Add application
     and complete the following parameters:
    • Application Name
    • Display Name
    • Redirect URL:
      {ContractExpressURL}/dms/callback
    • Token expires in:
      select at least 3 months
    note
    Don't forget to add the bit after the trailing slash in your Contract Express URL. For example:
    https://eu1.contractexpress.com/app/dms/callback
  5. Save.
  6. Make a note of the
    Client ID and Secret key
    . You'll need this when you set up the HighQ connection in Contract Express.

Set up the connection in Contract Express

To configure a connection to HighQ in Contract Express:
  1. Go to
    Admin
     >
    Connection settings
    .
  2. Click the
    + Add connection
     button.
  3. Choose
    HighQ
     from the
    Integration type
     dropdown.
  4. Give the connection a name to differentiate it from any other connections that have been set up.
  5. Enter your HighQ
    OAUTH API URL
    . This will likely be the same URL you use to navigate to HighQ, including the contents after the trailing slash. For example:
    https://test.highq.com/test/
  6. Enter your HighQ
    API URL
    . This will likely be the same URL used above, with /api at the end. For example:
    https://test.highq.com/test/api/
  7. Enter your
    Client ID
     and
    Secret key
     copied from your HighQ API application registration page.
  8. Click the
    Save
     button at the top of the page. Once the connection has been saved, a new button will appear at the bottom of the
    Edit connection
     page.
  9. Select the
    Add HighQ System Admin Access
     button and enter your HighQ System Admin credentials to authorise the connection.
This step is required to connect Contract Express to all sites in your HighQ instance. Entering system admin credentials here
will not
 enhance access levels for regular users when exporting or importing documents.
note
  1. You can create multiple connections to one or more applications. Adding a connection will enable it for the entire license space. When exporting, all users will be offered the ability to connect to each enabled connection, however they can only successfully connect to the connections they have valid credentials for.
  2. To configure which statuses permit export, go to
    Admin
     >
    Features
     and click the
    Manage Statuses and Actions
     link, which can be found in the Documents section of the Features page. The default setting is to allow export when a Document has a status of
    Ready
     or
    Executed
    .

This article applies to:

  • Product: Contract Express