Setup
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Manage drawer templates access in the Doc Express® service
In this article: drawer templates drawer access Drawer templates The Doc Express service contains several standard...
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Add a contract in the Doc Express® service
In this article: contract overview add drawers to a new or existing contract The Doc Express service comes with s...
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Drawer setup in the Doc Express® service
In this article: drawer types restrict document access document workflow order and transitions document advanced opt...
Documents
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Doc Express® | Contract documents
In this article: document details comments and supporting documents copy and share document link document history D...
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Doc Express® | Submit, edit, and remove documents
Related resources Doc Express® | Contract documents Doc Express® | Role descriptions and access Appia® | Doc Expr...
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Doc Express® transitions
In this article: transition a document copy a document resubmit a document verify performance bond revert transition...
Reporting/Data
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Doc Express® notifications
In this article: turn on/turn off notifications change notifications reports Setting your notifications will help i...
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Doc Express® dashboard
Get an overall view of your documents in the dashboard. This includes past due documents, documents ready for a trans...
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Search Doc Express® contracts
In this article: advanced search manage tags You can search your contracts to narrow down what you are looking for....
Learn More
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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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Role descriptions and access in the Doc Express® service
The Doc Express Roles and Access PDF file is a high-level overview of the abilities of each role in the Doc Express s...
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Favorite Doc Express® contract
You can mark a contract as a favorite. Favorite contracts are listed first in the Contracts window. You can also sear...
Training Materials
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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...
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Doc Express® video training
In this article: create a contract, set up contract access, drawer workflow setup, use template drawers, submit and r...