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Doc Express® Knowledge Center

Submit, edit, and remove documents

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You can submit or add documents for a contract if you have access to the drawer and the right role. You can submit a single document (or document text) or multiple documents at the same time.

The Doc Express service adds the documents to the contract and includes the organization name, the name of the person who submitted the document, and the time and date it was submitted.

Click to expand the following sections and learn more.

Submit documents

Good to know!

  • Change order and payment documents can be sent directly from the Appia® service by enabling the Appia <-> Doc Express integration.
  • If you are submitting a change order or if you want a signature history, the document must be a PDF file.
  • After the documents are submitted, you will be able to update the document details (such as the title) and add or remove supporting documents.
Submit a contract document

There are three ways to submit a contract document:

  • Attach a file: Choose a file from your computer to upload as a contract document.
  • Enter text: Type or copy/paste plain text into a free-form entry field and save as a contract document.
  • Submit from Appia: Enable the integration and submit change orders and payments directly from Appia.

Once your documents are submitted, you can edit their details or remove them as needed.

Attach a file

  1. From the Contract Documents page, click Submit Document.
  2. In the Title field, enter a title for the document.
    • This field is required.
  3. Under Attachment, click Choose File. Your computer's file browser window will open.
  4. Select the file and click Open.
  5. Use the optional Due date or Comment fields and add supporting documents if needed.
  6. Select the signature checkbox to confirm your electronic signature.
    • The checkbox reads, By checking this box I am electronically signing the attached document.
  7. Click Save.

Enter text

  1. From the Contract Documents page, click Submit Document.
  2. In the Title field, enter a title for the document.
    • This field is required.
  3. Under Attachment, click Enter text instead of attaching a document?.
  4. In Attachment field, enter your text.
  5. Use the optional Due date or Comment fields and add supporting documents if needed.
  6. Select the signature checkbox to confirm your electronic signature.
    • The signature checkbox reads, By checking this box I am electronically signing the attached document.
  7. Click Save.

Submit from Appia

Follow the steps outlined in this help guide to submit documents from Appia to Doc Express.

Submit multiple contract documents

You can submit and electronically sign multiple contract documents in a single batch by uploading multiple files from your computer.

Good to know!

  • Uploading a batch of multiple files will still create an individual entry on the Contract Documents page for each file uploaded.
  • To add supporting documents, you must submit the group of documents first, and then click the supporting documents link from an individual contract document.
  1. From the Contract Documents page, click Submit Document.
  2. Click on the Want to Upload Multiple Documents? banner. An upload pane will appear.
  3. From the upload pane, you can either:
    • Select multiple files in your computer's file browser, then drag-and-drop them into the upload pane
    • Click on the upload pane to open your computer's file browser, then select multiple files and click Open
  4. From the New Documents dialog, select the signature checkbox to confirm your electronic signature.
    • The signature checkbox reads, By checking this box I am electronically signing the attached document.
  5. Click Save.

Edit and remove documents

Once a contract document is submitted, and before it has been transitioned to any status, you can edit the following:

  • Title
  • Due date
  • Remove the document

The following can be edited at any time no matter the document status:

  • Add, remove, and rename supporting documents
  • Add comments
Edit document title or due date

There are two ways to access the Update pane to edit the document's title or due date:

  • Click the Update button next to the document's title
  • Select Actions > Edit due date

Once the Update pane is open, enter the new title or due date into the appropriate field and click Save.

Remove a document

Good to know!

  • Removing a contract document will permanently delete the document, and all of its backups and supporting documents, from Doc Express. These documents cannot be recovered.
  • Users with the role of Account Manager can remove documents uploaded by any user.
  • Users with the role of Editor or Read-Write can remove documents uploaded by any user if no changes or edits were made to the document, including renaming it.
  • Users with the role of Prime or Associate can only remove a document if they were the one to upload it and no changes or edits were made to the document, including renaming it.

To remove a contract document:

  1. Select Actions > Remove.
  2. In the confirmation dialog, click Ok.

Supporting documents

Add supporting documents related to a contract document.

Add a supporting document

To add a supporting document to a contract document:

  1. From the Contract Documents page, find the contract document you want to add supporting document(s) to.
  2. The contract document summary will show the number of comments and supporting documents associated with it. Click on the supporting documents preview.
  3. The Supporting Documents pane will display either a list of the supporting documents or a "No supporting documents" message. Click Add supporting document.
  4. Click Add a supporting document?.
  5. Click the Choose File button. Your computer's file browser window will appear.
  6. Select the file you want to add, then click Open.
  7. Use the Name field to rename the file if you want to.
  8. To add more supporting documents, repeat steps 4-7 as needed.
  9. Enter a comment in the Comment field. This field is required.
  10. Click Add.
Remove or rename a supporting document

To remove or rename a supporting document:

  1. From the Contract Documents page, find the contract document summary with the supporting documents you want to edit.
  2. The contract document summary will show the number of comments and supporting documents associated with it. Click on the supporting documents preview.
  3. The Supporting Documents pane will display a list of supporting documents.
  4. Find the supporting document you want to edit and click either Rename or Remove as needed.