Manage Records

This article will walk you through how to manage your records on the Dashboard. This includes how to access a record from your workflow, add/remove documents to a record, preview a record, upload a record, link related records, and update record properties.

When you complete a workflow, Ironclad creates a record for that workflow. This record contains the document(s) and metadata from the workflow.

Access Record from the Workflow

After you archive your workflow, a record is automatically created and linked to from the workflow. If you click this link, it directs you to the record where you can view the preview of your record.

1. Click on the Dashboard tab, and then click Completed in the left panel.

2. Open the workflow you want to view the record of.

3. In the Activity Feed, locate the [your archiver’s name] archived the workflow and created a record entry. Click the link below it. Your record displays.

   

Add/Remove Documents to a Record

1. Click on the Dashboard tab, and click on the record you want to edit.

2. In the Documents section, click on the existing document.

   

3. To add a document, cick the Upload icon located at the top.

   

4. To delete a document, click the Delete icon located at the top.

   

Search Records

If you want to learn more about how to search the Repository, refer to Search the Dashboard.

1. Click on the Dashboard tab, and filter down to select where Stage = Completed and Imported.
2. Next, click on the search bar located towards the top of the page and type your search term. The search bar is a free text search field and will located your counterparty name, contract text, and words included in each PDF.
3. Use the filters located at the top to narrow down your search results.

View a Record

1. Click on the Dashboard tab, and click on the record you want to view.
2. A preview panel displays on the right with your record’s information.
3. To close out of the preview panel, clicl the Collapse Panel icon.
4. If you wish to click through to view the full document and attachments, click on the relevant file from the Documents section

Upload a Record

You can upload a previously created agreement to an existing record. This enables you to store and search your records all in one place. Documents you upload directly to the Repository are not added to your cloud storage folder.

Once you upload a document, you can search the Repository for any text contained in the document using our OCR technology.

1. Click on the Imports tab, and then click Upload Records.
2. Drag and drop your file or locate it in file explorer. Click Upload.
3. Click on the new file, and then update the file’s metadata.
4. Click Save. Your uploaded file and its’ associated metadata is accessible on the Dashboard.

Link Related Records

You can link a record to other related records. Only completed and archived records can be linked to.

1. Click on the Dashboard tab, and click on the record you want to view.

2. Click to the Related Records tab and then click Edit

3. Click Add Related Record.

   

Update Record Properties

You can add, remove, or edit the record properties associated with a record.

Note: You need Repository Edit permissions to update record properties on a record.

1. Click on the Dashboard tab, and click on the record you want to update.
2. To edit an existing record property, click Edit, then scroll down to the record property you want to edit. Edit the record property.
3. To add a new record property, click Add Property, then select the record property you want to add. Enter the record property value.
4. To remove a record property, scroll down to the record property you want to remove. Click the trash icon next to the record property.
5. Click Save.