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Setup

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Documents

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Reporting/Data

  • Doc Express® notifications

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

  • Doc Express® dashboard

    Get an overall view of your documents in the dashboard. This includes past due documents, documents ready for a trans...

  • Search Doc Express® contracts

    In this article: advanced search manage tags You can search your contracts to narrow down what you are looking for....

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Learn More

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Training Materials

  • Doc Express® help guides

    Guides to help with all parts of the service and quick snippets of information to help you get your task done.  Learn...

  • Doc Express® video training

    In this article: create a contract, set up contract access, drawer workflow setup, use template drawers, submit and r...