When changes are made directly to your contract (either outside of Ironclad or in Ironclad Editor), you’ll almost always be working on a version that is not represented by your template or by the set of options you created within your Edit Info form.
Traditionally, this has required CLM providers to limit how many versions you can create via forms (like the Edit Info form) for fear of overwriting non-standard changes made to the contract.
Applying this analogy to Ironclad, your counterparty redlining your Indemnification Clause is Partner A, your sales user updating the Contract Term via Salesforce is Partner B, and the Smart Detect algorithm is in the middle combining both sets of changes into a single output, without any fear of overwriting data.
This allows Ironclad to continue generating templated updates (via Edit Info, your document (beta feature), or an integration) while complex negotiations happen in other areas of the document.
Changes to the Edit Info Form
However, sometimes it’s not possible for Ironclad to determine which changes should go into the next version. Returning to our Big Law analogy, imagine that both Partner A and Partner B edit the same clause, but in different ways. In this situation, the conflict has to be discussed and resolved. Ironclad works the same way. If a change you make using the Edit Info form attempts to edit a part of the document that is being directly negotiated, the participants in the workflow see an alert:
Click Review Conflict to view both changes and decide which one is correct.
Finally, there are times when the algorithm can’t safely generate the next version. In this case, a warning is displayed and users must update the document and its data independently.
Smart Detect and Smart Detect Beta will not function well if you upload drastically different or completely different documents. If you upload documents with significant differences, you may have to disable Smart Detect to continue.
- columns being added, removed, or resized
- unwrapped content in the table cells
Changes to the Contract (Beta)
- To use Smart Detect within your contract, simply make changes to your contract as usual and save your document as usual by clicking Save.
- Upon saving your document, if there are any metadata changes detected in the document, the Edit Information panel will be displayed.
- The metadata is automatically updated to match what’s found in the document, but you can manually update the fields and they will be updated accordingly in the document.
- If multiple values for a single metadata field are detected in your document, they are left blank for you to manually populate.