Invite Counterparties to Ironclad

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 set permissions for 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.

Invite a Counterparty Using a Counterparty Form

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

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.

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.

Inviting another Ironclad customer using Ironclad Connect?

To secure and protect Customers’ Ironclad accounts and information, inviting another Ironclad Customer using Ironclad Connect will have a slightly different process. We break this down for below to better illustrate how it works and to help set expectations with your counterparty.

Use Ironclad Connect to link workflows with another Ironclad Customer

1. Invite the counterparty from your workflow
   • There are two ways to invite your counterparty:
     • Option 1: Send a counterparty invite by clicking on ‘Invite’ in the Message your counterparty banner on the upper right of the workflow that you want to link using Ironclad Connect.
     • Option 2: Click on the External Activity Feed tab, enter the email address and click ‘invite’ to send a Counterparty invite request to link workflows.
     • Helpful Tips: Resend the counterparty the invite if they didn’t receive it or it expired before they could create an account. Or if the user you want to invite through Ironclad Connect is part of your organization, you will need to add them to your Ironclad Account and not able to use Ironclad Connect as that is reserved to work and communicate with people outside of your company and organization.
     • Don’t know if the counterparty is an Ironclad Customer? Not a problem! Ironclad will determine the best method to invite the counterparty and manage how to securely invite the counterparty to use Ironclad Connect on your behalf.
2. Did you receive the Ironclad Connect counterparty invite request?
   • Open the workflow that you want to link using Ironclad Connect. The workflow must be created before the Ironclad Connect code can be applied to link with an external counterparty.
   • Check your email inbox to access the Ironclad Connect invite code (you may need to check your junk or spam folder).

• Copy & paste the code, provided in the invite email, to the workflow that you’d like to link using Ironclad Connect.

1. • • Option 1: Click to enter the invite code in Message your counterparty and enter the code provided in the email invitation.
     • Option 2: Click on the External Activity Feed tab and click ‘Enter code’ to link the workflow
2. That’s it! Once the Ironclad Connect code is successfully applied to your workflow, you can now use the External Activity Feed to securely send messages across companies or share the latest document version for feedback.