Once you have set up your templates, you can create a document using the templates you have created.
Creating a document using a Contract Express template
Using the site that you have set up Contract Express in, navigate to Files:
Within Files, click New > Document from Template:
The New document from template screen will be displayed:
In the New document from template screen, all of the existing templates you have permission to view are displayed.
Please note that if you have many templates, you can filter by recently viewed or by category to help you find the template you are looking for. Additionally, you can search for the name of the template you want to use.
As of August 2023, a site admin can archive unused templates so they do not appear in the list of templates.
Select which template you wish to use to create your document, and click Next.
Users can later edit the questionnaire from the Files module.
Create a new document
The New document from template opens the Contract Express questionnaire. An example is shown below:
The screen displayed here will list questions you must answer in order to populate the document with information.
There is a progress bar to the top left of the screen, which fills as you progress through the questionnaire.
In addition, you have the following options available:
- Preview - view the current state of the document as you answer questions
- View - view the document as it would be seen by a standard user (without author permissions)
- Save & Close - save and generate a document based on the answers provided
- More actions (Three dots) - this list provides options to Download answers from, or Upload answers to, the document
- Save & Continue - save your current progress and continue to answer questions
- < and > (previous and next arrows) - move to the previous or next page of questions
Answer each question in the questionnaire, click Save & Continue to move through each page. The image below is shown as an example.
Once you have got to the final page of the questionnaire, you will have the option to Save & Close as displayed above.
Your answers will be saved and your document generated. You will be taken back to the files screen, where your document or folder containing all documents generated, will be available:
Click on the file to view the details of the generated document(s). Within the generated document(s), there will be a Contract Express tab available to view, to give you more details:
Within this tab, you will have access to the specific data that was added to the document as a result of the user answering the questionnaire. For more information on what else you can do with a file, click here for the Contract Express help centre.
Edit Questionnaire
Once you have completed your questionnaire, if you think you have made an error or wish to update information that you have provided, you can edit the questionnaire.
