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ContractRoom Express User Guide#

ContractRoom has its own Agreement Building Assistant that helps you create Agreements, create Records by uploading legacy documents, and submit Requests to create Agreements without accessing to ContractRoom.

This feature is called ContractRoom Express and is connected to our main platform for a quick and smooth agreement creation experience.

Here is a visual explanation of the ContractRoom Express page, the page functionalities, and the general sections of the site:

ContractRoom Express UI
  1. This section contains the Type of Documents you can create.
  2. This section allows you to see the Documents you create. The Access Your Agreements button takes you to your Agreements Listing in ContractRoom.
  3. This section allows you to find existing Documents in ContractRoom to avoid creating duplicates. See the Find Existing Documents section for more info.

  4. This section allows you to recover unfinished Documents and continue working on them. See the Recover Documents section for more info.

The following sections guide you through all the functions available in ContractRoom Express.

Using ContractRoom Express#

To access ContractRoom Express:

  1. Go to the designated ContractRoom Express URL of your company. This URL should look like this:

    (your_company_name).contractroom.com/contractroom_express

  2. Log in using your ContractRoom credentials, or log in with SSO (Single Sign-On) if your company has this option enabled.

    If you choose to log in with SSO, the system redirects you to your SSO provider page to enter your credentials. Complete your login process and continue.

    The system displays the ContractRoom Express page with the types of Documents available for your company.

The following sections guide you through the complete contract creating process.

How to Create an Agreement in ContractRoom Express#

The ContractRoom Express page allows you to create Agreements quickly and easily without accessing to ContractRoom. Follow these steps to create an Agreement:

  1. Click the button to create the Agreement of your choice from the options available for your company. The platform shows you the Agreement Essentials page.

  2. Fill in the basic information of your Agreement accordingly. Click Continue.

    If the page shows the Agreement Requirements screen, select the options of your choice and click Continue, otherwise proceed to the next step.

  3. Fill in the information required in the Sections text fields accordingly. This information is included in your final Agreement.

  4. In the Supporting Documents box, click Browse to attach a file to your Agreement if needed.

  5. Click Send to Negotiation to send your Agreement.

Success

Now you have sent the Agreement to negotiation and the page displays a confirmation page with the message "Your Agreement has been sent to negotiation."

To view all the Documents you create in ContractRoom Express, click View my Documents to go to your Agreement List in ContractRoom, otherwise, click Back to Home to go to the Home Screen.

How to Submit a Request in ContractRoom Express#

The ContractRoom Express page allows you to submit Requests to create Agreements quickly and easily without accessing to ContractRoom. Follow these steps to Submit a Request:

  1. Click the button to create the Request of your choice from the options available for your company. The platform shows you the Request Essentials page.

  2. Fill in the basic information of your Request accordingly. Click Continue.

    If the page shows the Request Requirements screen, select the options of your choice and click Continue, otherwise proceed to the next step.

  3. Fill in the information required in the Sections text fields accordingly. This information is included in your final Request.

  4. In the Supporting Documents box, click Browse to attach a file to your Request if needed.

  5. Click Submit Request to submit your Request.

Success

Now you have submitted the Request and the page displays a confirmation page with the message "Your Request has been submitted."

To view all the Documents you create in ContractRoom Express, click View my Documents to go to your Agreement List in ContractRoom, otherwise, click Back to Home to go to the Home Screen.

How to Create a Record in ContractRoom Express#

The ContractRoom Express page allows you to upload legacy documents to the platform to create a Record quickly and easily without accessing to ContractRoom. Follow these steps to create a Record:

  1. Click the button to create the Request of your choice from the options available for your company. The platform shows you the Record Essentials page.

  2. Fill in the basic information of your Record accordingly.

  3. In the Upload document box, click Browse and select the file to upload from your device.

  4. Click Continue, the platform shows the Record Content screen. Complete the information required.

  5. In the Supporting Documents box, click Browse to attach a file to your Record if needed.

  6. Click Create Record to create your Record.

Success

Now you have created your Record and the page displays a confirmation page with the message "Your Record has been created."

To view all the Documents you create in ContractRoom Express, click View my Documents to go to your Agreement List in ContractRoom, otherwise, click Back to Home to go to the Home Screen.

Find Existing Documents#

You can find Documents that already exist in ContractRoom by using the Find Existing Documents feature located in the right part of the ContractRoom Express Home Page. This allows you to search in the platform for a Document and avoid creating duplicates.

To look for existing Documents in the platform:

  1. From the Document Type, select the type of the Document you are looking for.

  2. In the Counterparty Company Name text field, enter the name of the company of the counterparty you are looking for.

  3. Click Search for Existing Documents. The platform takes you to ContractRoom.

  4. Log in with your credentials. The platform shows you the Documents created with the Document Type and the Counterparty Company Name you indicated in ContractRoom Express.

Now you know what Documents exist with the criteria you provided and you can avoid extra work or duplicate Documents in the platform.

Recover Documents#

The system allows you to recover the Documents you leave unfinished in ContractRoom Express.

You can rely on this feature if you close the Document creation process halfway, and continue working in your Documents.

To recover a Document, just click on the Document to recover from the list located below the Recovered Documents section in the right side of the page. The platform loads the last screen you were on while creating your Document.