Integrating with other products

Generate documents from the Contract Express questionnaire

There are several ways to manually generate a document from a Contract Express template:
  • From a Doc Auto panel on the Home page
  • From the Files module
  • From the Linked iSheet
Each process accesses the Contract Express questionnaire and gives an opportunity to review and revise any text or selection before the document is generated.

From a Doc Auto panel on the Home page

If a Doc Auto panel with links to CE templates is added to the Home page, simply click the title of a template to start a document.
  • For example, you can select
    Non Disclosure Agreement
     to create an NDA.
  • The
    Contract Express questionnaire
     opens in a HighQ window

From the Files module

You can create a new document from a Contract Express template in the Files module.
  • Open the
    Files
     module, then navigate to the folder where you want to save the generated document
  • Select
    New
     >
    Document from template
    .
  • Select the template to use (in this example there is only one template). Then select
    Next
    .
The
Contract Express questionnaire
 opens in a HighQ window. Select
here
 for information about the questionnaire and generating the document.

From the Linked iSheet

If an iSheet has been linked to the template, a document can be generated directly from the iSheet record.
  • Open the iSheet module and open the iSheet linked to the Contract Express template
  • Find the record that will be used in the document, click the
    More actions
     button for the record and select
    Generate document
    .
Make sure the
Contract Express
 tab is selected.
  • Select the template and select
    Generate
    .
  • The
    Contract Express questionnaire
     opens in a HighQ window. Select
    here
     for information about the questionnaire and generating documents.

Review and create documents from the Contact Express Questionnaire

HighQ opens the Contact Express questionnaire for review; you can revise any entry from a linked iSheet, or add additional data, before generating the document.
As you fill a questionnaire with multiple pages, or if you open a questionnaire later to edit answers, the page list shows the current status:
  • a grey tick indicates that a page has been opened, but is not complete,
  • a green tick indicates that a page is complete:
If you change answers to the questions on the left of the window, the preview is updated to show changes.
You can return to an earlier step in an ongoing questionnaire and revise an answer without losing progress beyond that point. Click on the navigation arrows to return to an earlier step.
When you are satisfied with the selected answers, select
Save & close
 to generate the document.
Error messages when generating documents
If the document generation encounters a problem, an error message is displayed in the top bar.
Check your questionnaire, template and settings to address the error and then start the generation process again.

This article applies to:

  • Product: HighQ, Contract Express
  • Subject: Add-in