Use Ironclad Editor

This article will walk you through how to use Ironclad Editor. This includes how to access Ironclad Editor, edit a document, track changes, edit from redlines, and incorporate counterparty changes.

Ironclad Editor helps your legal team collaborate and negotiate by providing a central place for contract revisions.

Access Ironclad Editor

1. Click on the workflow you want to edit. A summary window displays on the right.
2. In the summary window, click Open overview page indicated by a two arrows icon or the name of the workflow.
3. Hover over the Documents section and click the More actions menu indicated by three stacked dots.
4. Click Edit. Ironclad Editor displays.

Edit a Document

1. Access Ironclad Editor.
2. To edit text, click into the document and make your edits. You can add new text, create new numbers within a numbered list, and add additional bullet points. To resize a table, click and drag on your table's cells. If you want to make extensive formatting changes, we recommend you download the contract, edit it in Microsoft Word, and upload it to Ironclad.
3. Add an internal or external comment.
4. Click Save. You are prompted to add a comment about the changes you made. This comment will be logged in the Activity Feed, along with a link to the new version of the document.

Track Changes

Unsupported, Rendered Track Changes

• Insert/Delete a table row
• Insert/Delete a table
• Join paragraph revisions that span sections or other non-paragraph elements like bookmarks
• Insert/delete overlap with a move from, or move to revision

• Insert/Delete a content control field

1. Toggle on Track Changes located at the top of the Editor to track and label all of the edits you or other users make in the document. The changes will appear as redlines in your Document Preview.
2. In Ironclad Editor, click on a change to Accept or Reject it in the sidebar located on the right. If you accept the change, it is added to the document. If you reject the change, it is removed along with the user’s related actions.

Edit from Redlines

1. Click on the workflow you want to delete. A summary window displays on the right.
2. In the summary window, click Open overview page indicated by a two arrows icon.
3. Click on the Documents section. Your document and version history display.
4. Toggle on Compare to compare contract versions to see where your redlines are.
5. Click Edit from Redlines. Compare must be toggled on to see this button.
6. Accept, reject, or edit the differences between the two files.
7. Click Save. You are prompted to add a comment about the changes you made. This comment will be logged in the Activity Feed, along with a link to the new version of the document.

@ Mention Another User in the Ironclad Editor

If you want to mention a user in Ironclad Editor, leave a comment @mentioning the user. Click Save as New Version. The user is mentioned in the Activity Feed with the new version of the document.

Incorporate Counterparty Changes

Your contract counterparties can send redlined contracts that contain comments, tracked changes, or both. When you use Ironclad’s Share Document feature to email draft contracts to counterparties, Ironclad can import their email responses and attachments into the contract.

1. In the workflow’s Activity Feed, locate the email response.
2. If you want to add their responses to the document, click Add to Workflow.
3. Use Ironclad Editor to accept or reject their tracked changes.