Administration training
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Learn how to manage users within your Contract Express instance.
User Management
From Justin Legg
49 plays -
Learn how to set up groups within your Contract Express instance.
Groups
From Justin Legg
9 plays -
An overview of the three core roles in Contract Express—User, Author, and Admin. Learn how roles are assigned during user setup and how they can be modified as…
Roles
From Justin Legg
20 plays -
Quick guide to granting user access to Contract Express templates and understanding published, unpublished, and archived statuses.
Template Access
From Justin Legg
27 plays -
Overview of the four permission levels in Contract Express—None, Read, Write, and Full—focused on assigning access to individual users for templates and…
Permissions
From Justin Legg
16 plays -
Learn how to set up approval workflows for your documents in Contract Express.
Approvals
From Justin Legg
21 plays -
Categories in Contract Express provide a structured way to organize templates by department, location, or business function—enhancing accessibility, governance,…
Categories
From Justin Legg
18 plays -
Introduction to matter workflows in Contract Express, enabling document collections for a single matter with shared data and guided document creation through workflow…
Matters
From Justin Legg
19 plays -
Learn how to access your Practical Law standard documents within your Contract Express instance.
Practical Law
From Justin Legg
15 plays -
Learn how to integrate Contract Express with Power BI using a bespoke connector to create dynamic reports and visualise document automation insights effortlessly.
Contract Express + Power BI
From Nivedita .
24 plays