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Invite Counterparties to Ironclad

Ariana Kemp
  • Updated

This topic will walk you through how to invite your counterparties to Ironclad.

 

What is Ironclad Connect?

Ironclad Connect is a suite of counterparty collaboration features. There are a variety of benefits to counterparty collaboration:

  • Counterparties can decrease their turnaround time for reviews and approvals.
  • Internal team messages and comments are never shared without your permission. You can view and confirm what is shared across companies by viewing the Activity Feed at any time.
  • Counterparty features can be controlled at the workflow level, ensuring Ironclad Connect can be leveraged by those who find them most useful.

To learn how to permission these features, refer to Counterparty Invitation Permissions.


How are Counterparties Invited?

Counterparties are invited to create an Ironclad account, free of charge and can accept the offer one of three ways:

  • Invitation by email, initiated by an Ironclad user within the workflow
  • Invitation generated after they have completed a counterparty form
  • Invitation when a document or draft is shared with them

Counterparties are never included in any Ironclad sales or marketing activities without their permission. They only receive emails notifications related to the contracting progress, status, or with relevant workflow conversations and activity.

To see what your counterparty invitee experience, refer to Welcome to Ironclad for Counterparty Invitees.


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Invite a Counterparty Using a Counterparty Form

Invite.jpeg

  1. If you are an Ironclad admin, verify that counterparty invites are enabled for your company’s workflows.
  2. Click the Dashboard tab, and then click Start Workflow. Select the workflow template you want to base your workflow off of.
  3. Complete the launch form and click Submit. The counterparty form is sent. If you want to internally test if your counterparty receives an invite link, use a counterparty email address that is not associated with an existing Ironclad user. We recommend testing with a permission email address such as name+test@gmail.com.
  4. If you counterparty is eligible and clicks the link, they are redirected to Ironclad where they can complete the counterparty form and accept the invite to create their own Ironclad account.
  5. Once you counterparty joins Ironclad, you receive a notification that you can now communicate with them using the external Activity Feed to message and share documents.

 

 

Invite Your Counterparty Using the Invite Button

InviteButton.jpeg

  1. Click the Dashboard tab, and then select the workflow you want to invite a counterparty to.
  2. In the top right corner, click Invite.
  3. Fill out the counterparty’s information, select which documents you want to attach, and click Send Invite. The counterparty invite is sent.

 

 

Invite Your Counterparty Using a Shared Document/Draft

If you prefer to wait to invite your counterparty until you have a document or draft to share, you can easily do so.SharedDocument.jpeg

  1. Click the Dashboard tab, and then select the workflow you want to invite a counterparty to.
  2. Below the Activity Feed, click External.
  3. Click Invite Counterparty.
  4. Fill out the counterparty’s information, select which documents you want to attach, and click Send Invite. The counterparty invite is sent.

 

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