Upload Multiple Documents in the Review Step

You can add additional documents, rename those documents, and remove and upload a new version of them as negotiations progress. You can also view redlines and use the Ironclad Editor to update all of these documents and versions.

During the Review step, you can see which documents will be included in your signature packet in the exact order your counterparty will see them, and which are excluded.

To add documents to the workflow that should be excluded from the signature packet, ensure there is a file type question in the launch form that is not included in the signature packet and have users add those via Edit Properties.

If your company uses Ironclad’s API, refer to Multiple Documents API Overview for additional information on handling multiple documents with Ironclad’s API.

1. In the workflow you want to update, click Upload.
2. Click Add Additional Documents indicated by a plus sign. Select a file and click Upload. Note: This automatically adds these documents to the signature packet.
3. To rename a file, click the three stacked dots beside the file and click Rename. If you no longer want to update the file name, click the X to exit.
4. To remove a file, click the three stacked dots beside the file and click Remove. This removes the document’s entire history, not just the current version of the file.
5. To upload a new version of an existing file, click Upload New Version next to the file you want to update. This maintains the version history of the document, allows you to view redlines, and edit the document as needed. This may cause the metadata and document to no longer be in sync.
6. In the After updating… section, select whether or not you would like to change turns and reset approvals:
   1. Select whether you’d like to change the turn to your counterparty or company. This is useful if you want to reflect that the turn has changed from being counterparty to company now that you have received and uploaded the latest version, or vice versa.
   2. If you are an administrator or workflow manager, select whether or not you want to reset all approvals. This is useful if the changes represent material changes that you want all parties to review the document again. (Note: This does not reset clause approvals.)
7. Leave a comment and click Submit.