This topic will walk you through how to use public workflows. This includes how to enable and use public workflows, share your agreement, and design your public workflow launch forms.

Public workflows enable you to create self-service, publicly hosted contracts that are triggered via a launch form.

What Will Your Counterparty See?

When your counterparty visits the public workflow’s URL, they see the launch form you have prepared.

Your counterparty populates the fields and makes any required selections. Certain selections could denote the need for approval. If your counterparty makes a selection that triggers an approval, they are not automatically redirected to accept the agreement. They are instead presented with a confirmation screen, and a note that someone will reach out with their agreement packet. If your counterparty’s selections do NOT trigger any necessary reviews or approvals, they are automatically redirected to accept a tailored agreement on that same screen.

Skip To:

• Enable Public Workflows
• Use Public Workflows
• Add Multiple Signers
• Share Your Agreement
• Public Workflow Launch Form Design Best Practices

Enable Public Workflows

To access public workflows, you need to have access to Clickwrap for CLM, and connect your Ironclad CLM and Ironclad Clickwrap environments.

If you’re not sure if you purchased Clickwrap for CLM, reach out to support@ironcladhq.com.

Use Public Workflows

1. Click on the Workflow Designer tab, and then click New Workflow Configuration > Public.
2. Upload your documents.
3. Click the Settings icon located next to the workflow name in the top left corner.
4. Under the Workflow Owner section, select a workflow owner. The workflow owner must be a paid Ironclad user. With public workflows, your counterparties are the ones launching the workflow so you need to assign the owner in Workflow Designer. This is the user that is notified when an agreement in the workflow requires approval or is rejected. If a counterparty declines or rejects the acceptance of the contract, the workflow owner is notified via email and can handle the next steps in Ironclad.
5. Tag your document. 
6. After you tag your document, continue to the Create tab. A blue banner allowing you to copy and share the public workflow is displayed at the top.
7. Customize your launch form.
8. Click the Review tab, and configure your approvers.
9. Click the Sign tab. If your Public Workflow will have multiple signers, refer to Add Multiple Signers below.
10. Click the Settings tab located at the top of the page. You can select Click to Accept or eSignature as the Signature Experience. eSignature will use the eSignature service configured in your Company Settings > Integrations. 
    
    1. For Click-to-Accept workflows, you can define whether the user who submits the launch form will be automatically redirected to the Click-to-Accept page (or the verification page if enabled). This is useful if the launch form submitter is expected to be the signer. This setting is only available for Click-to-Accept workflows that have no approvers. If you want to require signer verification:
       1. Select Require signer verification for signers located under the Acceptance request trigger section.
       2. Click the Signers tab located at the top of the page.
       3. For the Prompt to accept after launch setting, select Always or Never. You can also set a condition to determine whether or not the counterparty should be directed to accept the contract right after launch. If the counterparty signer is not the first signer in Workflow Designer, and signing order is enabled, the Prompt to accept after launch setting is disabled.
11. Click Publish to publish your workflow configuration.

Add Multiple Signers

• Governing law or region: Your legal team may need to countersign an MNDA, depending on the governing law or region of the contract.
• Signing authority: If the individual who initially opens the Public Workflow counterparty does not have signing authority, they can designate a different signer to sign the agreement.

Share Your Agreement

After you publish your workflow, you can access the link for sharing in two places:

1. Click on the Workflow Designer tab and locate the workflow configuration you want to share. Click the three stacked dots next to it, and then click Copy Launch Form URL.
2. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click the Create tab. A blue banner is displayed at the top. Click Copy Link.

After you copy the link, you can:

• Share it with your teams.
• Link to it on your website or app.
• Link to it within an email.

Public Workflow Launch Form Design Best Practices

• Add help text to every question on your launch form. You can use help text to bring attention to conditional requirements, provide instructions, and more.
• This launch form is initiated by your counterparty. To avoid any confusion surrounding terminology, we recommend asking explicitly for the information you are trying to collect. For example, instead of asking for the “counterparty name”, clarify that you are looking for “their company name”.