Setup
create contracts and add drawers, upload documents, assign organizations, groups, and users, depending on your Doc Express role, create templates, organize drawers, and setup workflow steps
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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...
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Manage drawers in the Doc Express® service
In this article: add or edit drawers remove a drawer See the article on workflow order and transitions to edit the ...
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Manage contract access in the Doc Express® service
In this article: organizations/users groups agency users add by email You can't send a contract through its workfl...
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Set up Doc Express® groups
In this article: add or edit a group add group members delete group members delete a group Agency managers can add ...