This topic will walk you through how to manage your records in the Repository. This includes how to access a Repository record from your workflow, add/remove documents to a record, preview a record, upload a record, and link related records.

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

Skip To:

• Access Repository Record from the Workflow
• Add/Remove Documents to a Record
• Search Records
• Preview a Record
• Upload a Record
• Link Related Records

Access Repository Record from the Workflow

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

1. Click on the Dashboard tab, and then click Completed in the left panel.
2. Click 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.
4. You are redirected to the Repository and your record displays in the preview panel.

Add/Remove Documents to a Record

1. Click on the Repository tab, and select the record you want to edit.
2. Click Edit.
3. If you want to add a document, locate the Document section and click Add a document.
4. If you want to remove a document, locate the Document section and click the trash icon next to the appropriate file name.

Search Records

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

1. Click on the Repository tab, and then click on the search bar located towards the top of the page.
2. 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 pane located on the left to narrow down your search results.

View a Record

1. Click on the Repository 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.

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 Repository 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 in the Repository.

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 Repository tab, and click on the record you want to view.
2. Click Edit, and then scroll down to the Related Records section.
3. Click Add Related Record.