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Contract Express
customer support

Support, training, and resources

This page contains useful training videos, technical details, and service information that will help you make the most out of Contract Express. Check back frequently for updated training materials.

Contact us

Customer support

1-800-290-9378

Email support

contractexpress-support@tr.com

Customer Success Manager

ce-customersuccess@tr.com

The Customer Success team

Included in your license fee, your engagement with the Contract Express Customer Success team guarantees access to members who are seasoned professionals — spanning legal, IT, and financial disciplines — dedicated to helping clients to work smarter and perform better. This team has a core understanding of the specific challenges clients face and are practiced in the art of translating your department’s needs into realistic and tangible solutions you can implement in Contract Express.

Contact my Customer Success Manager ce-customersuccess@tr.com

Video tutorials

Getting started

Introduction to Contract Express 8.5
04:37

An introduction to Contract Express

Setting up the document
00:49

Setting up the document

Basics

Manage users
02:36

Learn how to manage users within your Contract Express instance.

Group management
01:37

Learn how to set up groups within your Contract Express instance.

Manage users
02:18

Learn how Roles work in Contract Express.

Sharing questionnaire access
03:33

Learn how to share template access within your Contract Express instance.

Manage permissions
02:24

Learn how Permissions work in Contract Express.

Approvals
02:58

Learn how to set up approval workflows for your documents in Contract Express.

Practical Law access
02:56

Learn how to access your Practical Law standard documents within your Contract Express instance.

Authoring

Inserting Fields
01:19

Inserting fields

Text selections
01:09

Text selections

Inserting Spans
01:21

Inserting spans

Alerts
01:14

Alerts

If Then Else Guidance
01:34

If Then Else Guidance

Custom Functions
01:12

Custom Functions

Organising the questionnaire
01:17

Organising the questionnaire

Uploading and testing templates
01:19

Uploading and testing templates

Frequently asked questions

Deployment

  • Thomson Reuters provide a range of options for how the Contract Express solution can be deployed, the below provides an overview of the three main types of deployment that can be used to support the system. Different options require different types of licenses, please talk to your account manager for more information on the different license types available.

    Deployment overview

    On-Premise – This refers to where you take control of the hosting. This may be on your own internal servers, or through a hosting provider of your choice. This option gives you the most control and configurability over the environments, however will require internal maintenance. 

    • Main Pro – Complete control over the installation and set up
    • Main Con – Requires you to maintain your own infrastructure and environment

    Multi-Tenant – This option is where you use our multi-tenant cloud. You will have your own discrete area that completely segregates your users and data, however the infrastructure and instance is shared with other clients. This is the simplest way to get up and running and always keep up with the latest version of Contract Express.

    • Main Pro – The quickest way to get set up on Contract Express with low cost
    • Main Con – Limited in flexibility – standard web address, upgrade schedule and authentication

    Private Hosting – This option provides you with a standalone hosted instance of Contract Express that only contains your users and data. Environments are configured with three environments, a main production environment, a development environment (for testing upgrades, customisations and templates), and an actively replicated disaster recovery environment to minimise data loss and downtime in disaster events.

    • Main Pro – The most flexible option allowing for different customisations and managing your own upgrade schedule
    • Main Con – An additional hosting cost is applied for the service

    Hosting Provider – Thomson Reuters uses Microsoft Azure for hosting Contract Express instances. This is a highly resilient and available provider that supports the needs of the instance for performance and high availability. For more information on this, see the Contract Express Azure Security Summary.

     

    Deployment Features
    Feature On Premise Multi-tenant Private Hosting
    Upgrades Customer Controlled1  Automatically upgraded to latest release Upgrades to major versions as a part of the service at agreed times with customer
    Availability Customer Controlled  99.9%  99.9%
    Environments Available  Customer Controlled  Production  Production, Development, Disaster Recovery
    Data Centre Security Customer Controlled  ISO27001:2013 Certified  ISO27001:2013 Certified
    Encryption Customer Controlled  At rest and in transit  At rest and in transit
    Disaster Recovery2 Customer Controlled  Yes  Yes
    Backups3 Customer Controlled  14 days  14 days
    Server Specs  Customer Controlled  Scaled to user number Scaled to user number
    Server Maintenance  Customer Controlled  Included  Included
    Authentication Customer Controlled  Forms Based Authentication Forms Based, SSO, Mixed Mode Authentication4
    Monitoring  Customer Controlled  Uptime and Speed  Uptime and Speed
    Log In Page Customisation  Customer Controlled  Not Available  Available
    Integration  Customer Controlled  Available  Available
    URL Options Customer Controlled  Not Available  yourchoice.contractexpress.com
    Practical Law Templates5 Requires web accessible servers Available Available
  • The solution is available on premise, or on the cloud as a privately hosted or multi-tenant solution.

  • Contract Express is available as a standalone server application, or deployed as Contract Express for SharePoint, or Contract Express for SalesForce.

  • If Thomson Reuters is managing the hosting, our primary hosting provider is Azure. The client can use other hosting providers if not looking to take advantage of a TR managed subscription.

  • There is out of the box availability to draw data from SharePoint lists, SQL tables and OData sources.

  • Contract Express has a rich and well documented API based upon the modern REST standard. This allows for the client to develop integrations with a wide variety of enterprise software. We can share the API manual if the client/prospect is under NDA. Notably while we offer the API to clients, we do not provide out of the box connectors, these must be developed. We cannot quote on costs for this, it would be most likely developed by an independent contractor and vary on the size of the project.

  • Questionnaires can be run on any supported browser on any platform however to create content a Windows PC running Office 2007 or later is required.

  • The hardware and software pre-requisites are published specific to the version and deployment. Once the client is engaged and under a confidentiality agreement contact Services to be provided a copy of the relevant manual.- needs rewording.

Functionality

  • The site buttons are in English, however the questionnaires and documents may be in any language supported by Word. The system uses 'Locales' to provide deeper support for certain languages. The locales supported are - English UK, English US, French, French Canadian, Dutch, Danish. If a locale is supported, then when a user enters a number in digits, or a date, then the system can translate and put into documents the full written form in that language.

  • Though Templates must start as .docx files, documents can be generated as .dox, .rtf, .docx or .pdf.

  • Yes, the interface offers sharing capabilities with individual users or groups to collaborate on documents.

  • Yes, if your licence and set up enables this, the system supports inviting people to complete a questionnaire via email.

  • Yes, the system supports multiple workflows being generated. These can be set to always trigger, or only when certain questionnaire criteria are met. If using forms based authentication, email notifications may be sent out to relevant parties. Several workflows can be set on a single questionnaire to run either at once or in sequence.

  • Currently the system integrates with DocuSign and you may use your DocuSign licence from the generated documents page (if your administrator has enabled this). We are working on introducing compatibility for other e-signature solutions in the future.

  • Yes, reports may be generated to show over the space of a month how many documents have been generated and by who. Would the documents produced on the system be accessible via our knowledge management system, or would they only sit within the system? By default they sit within the system only. It would be possible to develop an integration using our API.

  • The tool allows for a basic text search to help quickly find templates to use, and also gives filtering options for them to check through generated contracts. Search of content is not possible.