Edit Metadata

This article will walk you through how to edit metadata. This includes how to edit metadata for both in progress and fully executed agreements.

Edit an In-Progress Workflow’s Metadata During the Review and Change Step

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.

3. In the Properties section, click Edit. The Edit Information window displays.

   

4. Edit the agreement details.

   

5. In the After updating… section, select whether or not you would like to change turns and reset approvals:

   1. 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, 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.)

6. Add a comment describing the changes you made. In the comment box, you can add emojis and tag other Ironclad users.

   

7. Click Update Information. A comment is added to your workflow’s Activity Feed with the comment you left in the previous step and a copy of the updated document. Filter by Properties to see all activity like this.

Edit an In-Progress Workflow’s Metadata During the Archive Step

Any edits made in the View and edit properties form will update both the workflow attributes and the record.

1. If you want to edit a workflow’s metadata right before you complete the workflow, click Edit properties during the Archive step. For multiple choice, dropdown, and multi-select fields, the available options are limited to those defined in the workflow configuration.

   

2. Any change you make is tracked in your Activity Feed in a collapsible section. Click View Edited Information in any section to view your change. Filter by Properties to see all activity like this.

Edit Data at Archive Updates (February 2025)

The Restricted Archive Form respects the underlying Workflow Designer Configuration, meaning:

• Conditional logic built into the underlying forms will be respected. If a question corresponding to a non-default property appears to be missing, it is likely intentionally hidden given the conditional relationships defined in the form. 
• Conversely, if a question corresponding to a non-default property appears that previously did not appear in the legacy Archive form, your edits may have triggered this question’s appearance.
• If you notice that required questions appear that previously were not required in the legacy Archive form experience, this behavior is as prescribed in Workflow Designer. 
• If a question appears but is disabled, it is likely prescribed as Locked in Workflow Designer. 
• The Contract Page does not display unpopulated properties in the table shown at the Archive step. Additional Properties configured in Workflow Designer (only populatable at Archive) will not show up on the Contract Page until the Archiver provides values for them.
• Form questions that populate Additional Properties will appear upon clicking the Edit button.

Upon save, edits made at Archive:

• will not apply to the document content, but they may apply to document file names
• will not trigger the reassignment of any roles, including the Archiver role
• will disable the option to return to sign

Prior to the launch of Restricted Archive Form, Ironclad-populated Default Properties (used by Ironclad to track and manage the workflow process) were always editable at Archive. To ensure data integrity, the Restricted Archive Form does not allow editing a default property unless the corresponding Workflow Designer configuration marks it as editable (e.g., by adding a form question that populates the property).

If you previously relied on populating any of these Default Properties at Archive, we recommend instead creating a form question in the Create step for that property. If you do not want the question to appear / be editable on the launch form, you will need to put it in the Review Only section with a default value. This will ensure that you are able to edit the property at archive and it will not show up on the launch form. 

See steps below for example to add Agreement Date as a form question that will display in Review Only and editable at Archive:

1. Add Agreement Date property as a Form question with a default value.
2. Set to display in “Review Only”, then Save and Publish.
3. At launch, Agreement Date is correctly not showing as a question.
4. Once at Archive, click Edit located in the Properties section on the right. 
5. The Agreement Date now displays and is editable.

Edit a Fully Executed Agreement’s Metadata

You only have access to records with a record type that you have been granted access to. To request access, speak with your company’s system administrator.

1. Click on the Dashboard tab, and select the record you want to edit. A preview pane displays on the right.
2. Click Edit.
3. Click Add Property, and then choose a property category from the dropdown.
4. Click Save.

Edit a Workflow Record’s Documents 

When you add or remove documents from a record, it does not add or remove them for your document provider linked to Ironclad. 

1. Click on the Dashboard tab, and select the record you want to edit. A preview pane displays on the right.
2. Click Edit.
3. Under the Documents section, click Add a Document.
4. If your document contains signatures, click This document contains signatures. This classifies your document as a signed agreement.
5. If you want to remove an existing document, hover over the document then click Delete Document indicated by a trash can icon.