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Managing templates

Downloading and Sharing templates

Downloading templates

You can get a .docx version of every template within Contract Express.
To download the latest version of a template, select it on the
Templates
 tab and click
Download
.
You can download multiple templates at once:
  1. Check the required templates on the Templates tab.
  2. Click Download.
  3. Select whether you want to download latest published version or latest version.
  4. Check Include subtemplates, if you want download templates with their subtemplates.
  5. Click Download.
To download a specific version of a template:
  1. Select the template on the
    Templates
     tab.
  2. Go to the
    Template version
    section.
  3. Select the required version and click Download option. to download it.

Sharing templates

To share a template with other users you need:
  1. Mark the template as Published.
  2. Share the template with other Contract Express users.
  3. Make the template Public, if you want to share it with guests.
Marking templates as Published
Marking a template as
Published
 means the template is now available to all users, and it has been shared. They can now create live documents from the
Published
template. The most recent
Published
 version of a template is made available to other users when you share the template.
To mark a template as Published:
  1. Select the template on the
    Templates
     tab.
  2. Go to
    Template details
     and select the Publish Latest button.
    Publishing a template in template details.
note
Once a template has been published, it is not possible to revert the template status to unpublished. However, the template or template version can be archived (or in some cases deleted) if the template is no longer wanted in a published state.
Sharing template with other users
Once you marked the template as Published you can share it with other users within your license space and external users. This makes the template available for them to begin generating documents.
To share a template:
  1. Go to the
    Templates
     tab.
  2. Click the button in the
    Sharing
     column for the required template.
  3. Change
    Access
     to Shared.
  4. Select
    User Access
     tab and add permissions for other users, groups or roles.
    To allow other users to edit a template, give them Write permissions on that template. Please note that they must also be an Author to access the
    Templates
     tab.
  5. Click
    Save
    .
Sharing templates with users.
To update sharing settings for several templates in bulk:
  1. Check required templates on the Template tab and click Edit.
  2. Change
    Access
     to Shared in the opened panel.
  3. Select
    User Access
     tab and add permissions for other users, groups or roles.
  4. Click
    Save
    .

Making templates public

To make the template available for Guests, you should make it public.
To share a template:
  1. Go to the
    Templates
     tab.
  2. Click the button in the
    Sharing
     column for the required template.
  3. Change
    Access
     to Shared.
  4. Select
    Public Access
     tab and check
    Make public
     checkbox.
  5. Check
    Show on public page
    , if you want to make the template available on the page with all templates available for public access. You can find the link in
    Admin
     >
    License
    .
    Show on public page view.
  6. Save
     the sharing settings.
  7. Go to template details and copy the
    Public link
    . This link allows generating documents without the need for a Contract Express user account.
Public link URL.
The
Embed code
 provides an iframe which allows you to embed the questionnaire for that template within another web page.

Downloading a template report

From the Templates tab, Admins and Authors can download a report in xlsx format with information about their templates. For Authors this list will be limited to the templates to which they have been granted access.
In addition to the information that is available in the Templates list view, the report contains information about sharing permissions, external dictionaries, parent templates, profiles and categories. Standalone Contract Express users will also be able to check the details of workflow steps, alerts and status of eSignature.
To run the report:
  1. Click on the three ellipses Three ellipses with upload options..
  2. Choose to run a report of latest templates (includes both published and unpublished templates) or published templates.
Upload template options.
The report will download automatically.

This article applies to:

  • PRODUCT: Contract Express