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.
Please visit the Contract Express video gallery for additional information.
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 a member 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
More information is available in the Contract Express Integration setup article.
Add templates to HighQ and map variables
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.
More information about Contact Express is available from the Contract Express Knowledge Base.
Further tips and tricks can be found here.
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
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.
To find out 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 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.
