This article will walk you through how to pause and resume workflows.
If you need to pause a contract at the Review step, rather than canceling and restarting the contract when the time comes to continue negotiations, you can pause the workflow to clear up your Dashboard.
When you pause a workflow, Ironclad updates your process reporting for the workflow. The time a workflow is paused is not captured in the total time spent in Review. The time a workflow is paused is subtracted out of the total time spent in Review.
NOTE
Pausing a workflow may reset some approvals. The reset will be populated by the "Reset approval when" setting in the Review step. If it is set to Always, it will re-trigger an approval from a pause. If it is set to Never, it will not reset.
Pause and Resume a Workflow
- Click the Dashboard tab, and then select the workflow you want to pause.
- Click the three stacked dots located next to the workflow’s name, and then click Pause Workflow.
- Leave a comment describing why you are pausing the workflow, @mention any necessary users, and then click Confirm.
NOTE
If you are using Ironclad Connect, you may see a Notify and share reason with ... checkbox below your comment. Select this checkbox to notify your counterparty of the pause. - If you want to locate a paused workflow, you can click the Paused view on the Dashboard, or filter any other view by Status and select Paused from the dropdown.
- When you want to resume the workflow, click Resume Workflow.