General

You can mark a contract as a favorite. Favorite contracts are listed first in the Contracts window. You can also sear...

The Doc Express service provides an application programming interface (API) for administrators who want to integrate ...

Some roles have the ability to send emails to users with assigned roles in the Doc Express service. For example, you ...

When you lock a contract, it will no longer appear on your Contracts page. You cannot modify a locked contract. The c...

In this article: turn on/turn off notifications change notifications reports Setting your notifications will help i...

The Doc Express Roles and Access PDF file is a high-level overview of the abilities of each role in the Doc Express s...

 In this article: organizations/users groups agency users add by email You can't send a contract through its workfl...

In this article: drawer templates drawer access Drawer templates The Doc Express service contains several standard...

You can delete a contract provided no documents have been submitted to any drawers. With the contract open, click A...

In this article: drawer types restrict document access document workflow order and transitions document advanced opt...

In this article: contract overview add drawers to a new or existing contract The Doc Express service comes with s...

In this article: add or edit drawers remove a drawer See the article on workflow order and transitions to edit the ...