Use eSignature Integrations

Note: eSignature integrations behind SSO can present additional challenges. For best results, please ensure that the integration is linked by a service account with proper permissions.

This article provides you information and considerations about using external eSignature providers with Ironclad CLM.

An eSignature provider must be configured to use Ironclad CLM. Your account will come pre-configured with Ironclad Signature, but you can also use your own eSignature provider using one of our pre-built integrations.

Keep these considerations in mind:

• You can only integrate with one external provider at a time, but can change which external provider you’re using at any time. The signature provider used for a workflow is configured in the workflow configuration’s Sign step.
• Ironclad does not send or manage signature request emails that are part of third-party integrations. While we support integrations with external providers, we do not monitor or maintain your external account and its settings. You manage configurations such as automated reminders and email customizations in your external account, unless otherwise specified.

• If you initially have only Ironclad Signature provisioned and later add an additional signature provider, your existing workflows will automatically switch to the newly added third party signature provider. To avoid this automatic switch, once both Ironclad Signature and another provider are enabled, we recommend you go back to your workflows and manually select the provider you want to use within Sign Settings.

  Once you have dual signature providers configured, if you update an existing workflow to use Ironclad Signature instead of the new provider, Ironclad Signature will persist for that workflow as the signature provider moving forward regardless of linking and unlinking third party signature providers unless you update the provider you want to use in the Sign Settings. Also, please note that when dual signature providers are configured, new workflows will default to the third party signature provider.

Connect an Individual Docusign Account

When deciding how to connect DocuSign to Ironclad, keep the following in mind:

Individual Account Connection

• Does not require a claimed domain or an Organization Admin account.

• Recommended when your organization does not have DocuSign Organizations configured or domains claimed, or when you only need to link a single DocuSign account to Ironclad.

Admin Account Connection (DocuSign Organizations)

• Requires a DocuSign Organization Admin account.

• Requires at least one claimed domain in DocuSign.

• Use this option when your organization is managing DocuSign users and routing signatures through DocuSign Organizations.

To connect your individual Docusign account:

1. Sign in to Ironclad.
2. Click on your profile icon in the top-right corner. Click Company Settings > Integrations > DocuSign.
3. Click Link Account.
4. Sign into the Docusign account you want to connect to Ironclad.

The Docusign account is now linked. You'll be directed back to the Docusign integrations page on Ironclad.

Keep these considerations in mind: 

• If you are setting up a Docusign account with your Ironclad Demo environment, follow the steps above, but link to a Docusign developer account. Developer accounts are free to set up.
• You will need a sufficient number of envelopes to support the volume of signature requests you anticipate sending.

Linking Signatures in Docusign Organizations

You can link multiple users through DocuSign Organizations in Ironclad to route signature requests through the relevant DocuSign account and user combination. Accounts and organizations can be granted admin-level access, which can unlock advanced workflow routing or benefit multi-account use cases.

To add a Docusign user:

1. Sign in to Ironclad.
2. Click on your profile icon in the top-right corner. Click Company Settings > Integrations > DocuSign.
3. Under Accounts and Users, click Add user.
4. Click the Choose the user you want to add field.
5. Choose the account you want to update.
6. Type the name or email address of the user you want to add.
7. Click Add user. 

You can repeat these steps to add multiple users. You'll be able to view who your Docusign users are under Accounts and Users at any time.

To switch the account of the signature sender:

1. Sign in to Ironclad.
2. Click the Workflow Designer page.
3. Select the relevant workflow.
4. Click the Sign tab.
5. Click Settings.
6. Under eSignature, click the dropdown menu next to Sender account.
7. Select the account of the person you want to assign as sender.
8. Click Save.

Relink a Docusign Account

To relink your Docusign account:

1. Sign in to Ironclad.
2. Click on your profile icon in the top-right corner. Click Company Settings > Integrations > Docusign.
3. Click Unlink account. The account is unlinked.
4. Click Link account.
5. Sign into the Docusign account you want to connect to Ironclad. 

The Docusign account is now relinked. You'll be directed back to the Docusign integrations page on Ironclad.

Dropbox Sign

To connect your Dropbox Sign account:

1. Sign in to Ironclad.
2. Click on your profile icon in the top-right corner. Click Company Settings > Integrations > Dropbox Sign.
3. Click Link Account.
4. Sign into the DocuSign account you want to connect to Ironclad. You are directed back to the Dropbox Sign Integrations page on Ironclad. The Dropbox Sign account is linked.

Keep these considerations in mind: 

• You must have Dropbox API access to connect your Dropbox account to Ironclad.

Adobe Sign

To connect your Adobe Sign account:

1. Sign into Adobe Sign.
2. Go to https://secure.echosign.com/public/login.
3. In the menu bar, click Account.
4. In the menu located on the left, click Groups.
5. Select a group from the table, and then click Group Settings.
6. In the left menu, nested under the group you selected, click Send Settings.
7. Verify Override account settings for this page is selected.
8. Under Recipient Groups, enable Allow senders to include multiple recipients in a single signing step so any of the listed recipients can participate on behalf of an entire group.
9. Under Recipient Groups, enable Allow senders to include a private message to each of the recipients.
10. Sign in to Ironclad.
11. Click on your profile icon in the top-right corner. Click Company Settings > Integrations > Adobe Sign.
12. Click Link Account.
13. Sign into the Adobe Sign account you want to connect to Ironclad. You are directed back to the Adobe Sign Integrations page on Ironclad. The Adobe Sign account is linked.

Keep these considerations in mind: 

• You must have an Adobe Acrobat Sign Enterprise level plan or higher to connect to Ironclad. An Adobe Acrobat Pro license for Business / Teams or Individuals is not supported.

Change eSignature Accounts or Providers

You can change the eSignature account with the same provider.

1. Sign in to Ironclad.
2. Click on your profile icon in the top-right corner. Click Company Settings > Integrations
3. Select your configured eSignature provider
4. Click Relink account.
5. Sign into the new eSignature account you want to connect to Ironclad. You are directed back to the Integrations page on Ironclad. The integration is relinked.

Keep these considerations in mind: 

• Make sure you’re logged out of the provider before integrating with the new account.
• There is typically no functionality disruption when you switch accounts with the same eSignature provider unless the new account has less access than the original. To avoid disruption, verify the new account's access level before updating your integration.

Change eSignature Account with a Different Provider

You can change the eSignature account used by linking with the new provider using the instructions above. Linking to a new eSignature provider will automatically unlink your previous provider.