This topic will walk you through the three primary types of forms you will see in Workflow Designer: Launch, Internal, and Counterparty.
The four primary types of forms in Workflow Designer are:
|Launch Forms: A launch form collects information to assemble your contracts.
Public Launch Forms: Public launch forms are tied to public workflows enabled through Ironclad Clickwrap. A public launch form operates just like a launch form, only it is hosted at the URL where your public workflow agreement is hosted.
|Internal Forms: An internal form can be sent to your internal team members to collect additional information for the contracts you are launching.
Counterparty Forms: A counterparty form can be sent to your counterparty to proactively collect information from them.
You can build different types of forms in Workflow Designer. Each form enables you to collect information from a variety of stakeholders. This information is then inserted into your contract template. By using forms, you standardize your contracts’ data entry, removing the need for contract requestors to enter all of the data manually.
You can send internal and counterparty forms to one recipient.
- For internal forms, the default recipient is under Assign a default internal form recipient or Internal Form Recipient.
- For counterparty forms, the default recipient is under External Form Recipient:
Additional forms are sequential. This means that your first additional form must be filled out before your second additional form can be filled out. You can have a maximum of three internal forms and three counterparty forms. You can reorder your forms by using the Reorder Form modal. To reorder your forms, click the three stacked dots in the upper right corner of your form. Click Reorder Form.
All of your additional forms must be completed before your documents are generated and the workflow can progress to the Review step.
A launch form collects information to assemble contracts. The questions on your launch form are directly tied to fields in your contract. When information is added to your launch form, your contract dynamically changes to include the updated input in the associated fields.
You can customize your launch form to include questions that are included depending on how another question is answered. You can also add trigger conditions that instruct your counterparty to attach additional documents if they answer a question in a specified way. You can also launch a workflow from a public API or Salesforce by mapping your data to the launch form.
A launch form is required for each workflow.
Public Launch Form
Public launch forms are tied to public workflows enabled through Ironclad Clickwrap. A public launch form operates just like a launch form, only it is hosted at the URL where your public workflow agreement is hosted.
Ironclad Clickwrap must be enabled by your Customer Success Manager (CSM). To learn more about Clickwrap pricing and support packages, contact your CSM or email firstname.lastname@example.org.
There are two types of additional forms you can have for each workflow: internal and counterparty. You can create up to seven of each type of form for your workflow. Both of these form types are optional.
An internal form can be sent to your internal team members to collect additional information for the contract you are launching.
The Sales Leader at WonderWeb Inc. is hiring a new Account Executive and needs to draft an offer letter. They can send an internal form to their HR department to collect the official title, start date, and salary information of the new employee.
A counterparty form can be sent to your counterparty to proactively collect information from them. When you collect information directly from the counterparty, you can limit the need to revise your contract for misspelled names and avoid delays from incorrectly designated signers due to incorrect contact information.
You can also customize the email that delivers your counterparty form. You can control everything from the body text to the company name that is externally displayed. This ensures that your counterparty is presented with sender information that they recognize and respond to.
If you want to learn more about adding a counterparty form to your workflow, refer to Add a Counterparty Form.