How eSignature Provider Selection Works

An eSignature provider must be configured to use Ironclad CLM. Your account comes pre-configured with Ironclad Signature, and you can connect multiple external providers in one company instance. 

There are two settings that determine which eSignature provider sends a given signature packet:

• Default: Admins set a default eSignature provider on the Manage eSignature accounts page. Every workflow will use the default provider unless configured otherwise. 
• Workflow Designer > Sign settings: Selecting an eSignature provider at the workflow level overrides the default set for that workflow. 

If a signature request can’t be sent with the workflow’s configured eSignature provider, it falls back to the default eSignature provider. Workflow Designer will warn the user on the Sign step of any workflow whose configured eSignature provider was removed.

Limitations

• Each company is limited to one Ironclad Signature account.
• All signers on a single signature packet must use the same signature provider.
• Ironclad doesn’t send or manage signature request emails that are part of third-party integrations. We don’t monitor or maintain external accounts and their settings. You will need to manage configurations such as automated reminders and email customizations in your external account. 

Provider-Specific Signer Experience

The signature provider configured for a workflow determines the signer experience:

• Ironclad Signature: Internal signers can sign directly from the workflow in Ironclad. Open the workflow, go to the Sign step, and select Sign next to your name.

• External eSignature provider: Signers use the signing experience provided by the configured external provider. Follow that provider’s instructions for completing the signature.

Use the provider-specific instructions below to configure the option that matches your organization’s signing process.

Before Connecting an eSignature Provider

Make sure you meet the account requirements of the eSignature provider you’re connecting:

Connect DocuSign

DocuSign offers two connection types:

Connect an Individual DocuSign account

To connect an individual DocuSign account to Ironclad: 

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner, and select Company Settings from the dropdown menu.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Click New account in the top right corner.
6. Under Provider, select DocuSign from the dropdown list.
7. Select Individual account or Admin account.
8. Click Continue to be taken to DocuSign, where you’ll be prompted to sign in using the account you want to link.

Once you’ve logged in to DocuSign, you’ll be redirected back to Ironclad. If your eSignature provider was successfully connected, you’ll be able to see it included in the table of eSignature providers on the Manage eSignature accounts page. 

Connect DocuSign Organizations and Route by User

With DocuSign Organizations, you can link multiple users and route each signature request through the relevant DocuSign account and user combination. Accounts and organizations can be granted admin-level access, which unlocks advanced workflow routing or benefits multi-account use cases.

Before you start, link a DocuSign Organization Admin account and claim your domain in DocuSign. For domain setup, refer to DocuSign’s documentation.

To add a DocuSign user:

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner, and select Company Settings from the dropdown menu.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Select DocuSign from the list of eSignature providers. 
6. Under Accounts and Users, click Add user. 
7. Select and add a user.

To confirm you’ve added the user successfully, check to see if the user appears under Accounts and Users. Repeat these steps for each additional user. After you’ve added a user, you can assign them as a Signature Coordinator in Workflow Designer. Learn more about signature coordination.

Connect Dropbox Sign

To connect your Dropbox Sign account:

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner, and select Company Settings from the dropdown menu.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Click New account in the top right corner.
6. Under Provider, select Dropbox Sign from the dropdown list.
7. Click Link account to be taken to Dropbox, where you’ll be prompted to sign in using the account you want to link.
8. Join your organization when prompted, and click Allow when asked to allow Dropbox Sign Sync to view your full name and Dropbox account email.

Once you’ve logged in to Dropbox Sign, you’ll be redirected back to Ironclad. If your eSignature provider was successfully connected, you’ll be able to see it included in the table of eSignature providers on the Manage eSignature accounts page. 

Connect Adobe Sign

Connecting Adobe Sign takes two stages: 

1. Configure group settings in Adobe Sign.
2. Link account in Ironclad.

To prepare your Adobe Sign account:

1. Sign in to Adobe Sign.
2. In the menu bar, click Account.
3. In the left menu, click Groups. 
4. Select a group from the table, then click Group Settings.
5. In the left menu, nested under the group you selected, click Send Settings.
6. Verify Override account settings for this page is selected.
7. Under Recipient Groups, enable both of the following:
   1. 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.

   2. Allow senders to include a private message to each of the recipients.

      

Now, you can link your Adobe Sign account in Ironclad: 

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner, then click Company Settings. 
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Click New account in the top right corner.
6. Under Provider, select Adobe Sign from the dropdown list.
7. Click Link account.
8. Sign into the Adobe Sign account you prepared.

Once you’ve logged in to Adobe Sign, you’ll be redirected back to Ironclad. If your eSignature provider was successfully connected, you’ll be able to see it included in the table of eSignature providers on the Manage eSignature accounts page. 

Switch to a Different Account with the Same eSignature Provider

Use these instructions when your company changes which DocuSign, Dropbox Sign or Adobe Sign account is linked. For example, when you move from a personal account to a service account. Relinking updates the credentials for your account by having you sign into the new account. 

To switch eSignature accounts:

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Select your configured eSignature provider.
6. Click Relink account in the right side panel. 
7. Click Continue to confirm that you’d like to relink your account.
   • Note: Workflows already out for signature continue without disruption unless the token of the previous account was invalidated. New eSignature requests will use the relinked account. 
8. Sign into the new account.

Set Default eSignature Provider

To set the default eSignature provider:

1. Click your profile icon in the top-right corner, then click Company Settings > Integrations.
2. Under Signature & Acceptance, click Manage eSignature accounts. 
   • Note: The Manage eSignature accounts page displays your connected accounts, including each account's display name, provider, type, email, and date added.
3. Click the eSignature provider you want to set as default.
4. Click Set as default in the right side panel.

To confirm that your new eSignature provider account is set to be the default, check to see if it now has the Default label next to in the eSignature accounts table:

You can reset the default eSignature provider in the Manage eSignature accounts page at any time.