General
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Favorite a contract
You can mark a contract as a favorite. Favorite contracts are listed first in the Contracts window. You can also sear...
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Doc Express® API
The Doc Express service provides an application programming interface (API) for administrators who want to integrate ...
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Email users
Some roles have the ability to send emails to users with assigned roles in the Doc Express service. For example, you ...
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Export
In this article: export contract export log Export contract You can export a contract into a zip file. With the...
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Search contracts
You can search your contracts to narrow down what you are looking for. Valid criteria for the Search field includes t...
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Search Doc Express® documents
In this article: advanced search document order map view You can search a drawer for a specific document, or you ca...
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Dashboard
The Doc Express Dashboard is an integral aspect of the daily document management workflow. From the Dashboard, you ca...
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Document due date/update and document archive
In this article: due date/update a document document archive The agency can set a date for when all transitions in ...
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Edit or markup a Doc Express® document
Depending on what the agency allows, you may be able to add markups after you transition a document. This includes ad...
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Transitions
In this article: transition a document copy a document resubmit a document verify performance bond revert transition...
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Submit, edit, and remove documents
Related resources Doc Express® | Contract documents Doc Express® | Role descriptions and access Appia® | Doc Expr...
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Contract documents
In this article: document details comments and supporting documents copy and share document link document history do...
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Set Up Groups
In this article: add or edit a group add group members delete group members delete a group Agency managers can add ...