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Update a Workflow's Metadata and Documents

Ariana Kemp
  • Updated

This topic will walk you through how to update a workflow's metadata and documents.

If your workflow is based off of a template, if you upload a new version of the document, it is saved as a new version and is no longer generated from the template. This means that you can no longer use Ironclad’s Edit Info capabilities to update your contract’s metadata.

If you want to compare document versions, refer to Compare Document Versions.

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Update a Workflow Using Edit Info

EditInfo.jpeg

  1. Click on the Dashboard tab, and then click on the workflow you want to edit.
  2. In the Review and Change section, click Edit Info.
  3. Edit the agreement details.
  4. Add a comment describing the changes you made.
  5. Click Update Information.

 

 

Update a Workflow’s Documents

You can make changes to your document that are not entered in the launch form. You can download the document, edit it, and upload the new version of the agreement. If your workflow is based off of a template, once you upload a new version of the document, it is saved as a new version and is no longer generated from the template. This means that you can no longer use Ironclad’s Edit Info capabilities to update contract metadata.
WorkflowDocuments.jpeg

  1. Download your document.
  2. Edit your document in Microsoft Word.
  3. In Ironclad, click the Dashboard tab, and then click on the workflow you want to update.
  4. In the Review and Change section, click Update Document.
  5. Click Upload New Version. Select the new version of your document. The file type must be .docx, .doc, or .pdf, but it can differ from the original document’s file type.
  6. If you want to add additional documents, click Add Additional Documents indicated by a plus sign.
  7. If you want to rename a document, click the three stacked dots next to it. Click Rename.
  8. If you want to remove a document that is no longer needed, click the three stacked dots next to it. Click Remove. The entire document’s history is removed, not just the current version of the file.
  9. Add a comment describing the changes you made.
  10. Click Submit.

 

 

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