This article will walk you through the Ironclad dashboard. You will learn basic information about the various buttons and features available on the dashboard.
The Ironclad dashboard lets you navigate, manage, and prioritize both in-progress workflows and completed records. It's highly customizable, allowing you to search, filter, and sort using properties. You can save filtered and sorted results as custom views to avoid repeating the same searches. These views and reports can also be shared with peers for easier collaboration.
Start a Workflow and Upload Contracts
The New button enables you to begin a workflow and upload completed contracts.
To begin a workflow, click New > Start a Workflow, and click on the workflow template name to preview the form. If this is the workflow you want to create, click Use this Workflow. The workflow launches and allows you to enter the information needed to initiate the agreement.
You must be an administrator or have create record permissions to upload contracts. To upload an existing contract from outside Ironclad, click New > Upload contracts.
Search
The search bar enables you to search for workflows or records based on their name, contract properties (excluding emails), and document text. You can search across all of your workflows and records, or within a filtered view. The search bar supports partial matching and is not case sensitive. For example, if you type son, you will see results such as Johnson and Sonny.
To begin searching, type what you are looking for in the search bar and hit Enter. By default, this will search all workflows and records. If you want to perform a search within a filtered view, type what you are looking for in the search bar. In the dropdown below, select the search with the name of the filtered view you want to search within.
Dashboard Filtering
The filters dashboard provides you with a robust way to search your workflows for system data and properties. There are five default filters displayed on your Dashboard: Stage, Type, Counterparty, People, and Date. You can click on one or multiple of these filters to define your filtering criteria.
Basic Filtering
To start filtering, click All to display the filtering dropdown. Select a filter from the dropdown. You can filter by contract workflows, users, fields, clauses, and properties.
After you select a filter, you need to select a condition for that filter. Conditions are dynamic to the data type of the filter. Check out the table below for more information on each type of data:
| Type of Data | Description |
|---|---|
| Strings | Is: Exact match for the filterContains: Matches the text anywhere it appears in the filter |
| Numerical Values | Is between: Allows you to set a rangeOther options: >, ≥, <, ≤, = |
| Tuples | Tuples do not have conditions. They only have filter option itself. |
| Dates | Is between: Allows you to set a rangeIs: Exact match for the filterIs After: All dates after the entered date (excluding the entered date)Is On or After: All dates after the entered date (including the entered date)Is Before: All dates before the entered date (excluding the entered date)If On or Before: All dates before the entered date (including the entered date) |
After you select a filter condition, you can select the filter itself. Begin typing and the filter’s autocomplete helps you find a list of matching filter options along with the number of contract that each option maps to.
Advanced Filtering and Conditional Statements
In addition to basic filtering where you can chain together multiple filters with AND/OR statements and use the system data, you can also filter on contract properties by clicking Advanced mode.
Note: If you switch a top-level statement, all of the statements below it will also be updated.
Filter Groups
You can create nested groups of filters to perform complex searches of workflows. Filter groups enable you to build queries that can chain different conditions together. For example, you can build a search to show ‘All workflows assigned to me AND that have an NDA contract type OR inbound contracts AND have ‘NDA’ in their name.’ This query will help you fetch all NDAs that are assigned to you, irrespective of whether they were generated internally or inbound agreements.
Columns
Columns enable you to view the most relevant information about your workflows and records. By default, Ironclad’s dashboard displays different columns depending on whether you are viewing workflows or records. You can edit your columns by hovering over a column tab, clicking the down arrow beside it, and then clicking Manage columns.
Activity Column
The Latest Activity column includes a few more details on actions that modify the workflow state. If you want to learn more about what appears in the Latest Activity column and details of the action taken, check out the table below:
| Latest Activity | Details of Action |
|---|---|
| User {Name} Commented | {user} or {email} added workflow or document comment |
| Form Request Sent | Assigned form request sent to {assignedRole} |
| Document Generated | Document created |
| Role Rejected | {user}/Ironclad Rejected on behalf of {role} |
| Role Approved | {user}/Ironclad Approved or overrode Approval on behalf of {role} |
| Reverted to Review | {user} reverted workflow to Review |
| Information Edited | {user} edited contract information or updated workflow document(s) |
| Document(s) Updated | {user/email} updated document via email or {user} updated workflow document(s) |
| Approvals Collected | All Reviewers have Approved the contract |
| Signature(s) Requested | Signature request(s) have been sent out |
| Signature Collected | {signer names} signed the contract |
| Signature Declined | Signer declined e-Signature request |
| Contract Signed | All signers have signed the contract |
| Signature Request Canceled | Signature request was canceled |
| Reverted to Sign | {user} Reverted workflow back to Sign step |
| Contract Auto-Archived | Contract automatically archived, no approval required |
| Workflow Canceled | {user} canceled workflow (and mentioned users) |
| Email Received | Email received from {email or user} |
| Information Refreshed | {User}Refreshed contract information via linked source |
| Information Error | Ironclad was unable to pull information based on updates in {linkedSourceName} |
| Contract Archived | {user} Approved the contract to be archived |
| Form Submitted | {user}/{email} Submitted information request or {user} submitted assigned form |
Starred Workflows & Records
You can add workflows and records to your Starred view by selecting the star located to the left of the workflow you want to add. When you star a workflow or record, it is only added to your view. Other users will not be impacted or see who else has starred a workflow. To learn more about views, refer to Manage Views.
Views
Views are a combination of saved filters and columns that allow you to easily access relevant workflows and records without having to manually search each time.
The Views panel is located on the left. You can open or close it by clicking the Hide sidebar icon indicated by two arrows.
Next to each view’s name in the view header, there is a count of workflows/records in that view. This number reflects the number of workflows shown in the table at that moment, including when filtered by search.
Preset Views
By default, the dashboard has preset views. These views have a default state that they can always be restored to. You can apply additional filters to these preset views and either save those filters as a new view or reset the view to its predefined state. Check out the table below for more information on each preset view
| Preset View | Description |
|---|---|
| Starred | Displays all workflows that you have starred on the Dashboard or the Workflow page. |
| All | Displays all of your in progress and completed workflows. |
Workflows
| Preset View | Description |
|---|---|
| In Progress | Displays all of your in progress workflows. If a workflow is waiting on approvals, signatures, or information from a counterparty, it can be found in this view. |
| Owned by Me | Displays workflows where you are the Owner. |
| Needs My Signature | Displays workflows that require your signature. This applies to all signature providers. |
| Assigned to Me | Displays workflows assigned to your username and email. |
| Participating In | Displays all of the workflows that you are a part of. All of the workflows in the Assigned to Me tab will also show in the Participating tab. Once you have approved a workflow, you no longer see it in the Assigned to Me tab, but it will remain in the Participating In tab. |
| Paused | Displays all paused workflows. NOTE: This view will only appear if any workflows meet this criteria. |
| Completed Workflows | Displays all of your finalized workflows. |
| No Activity in 90 Days | Displays all active and paused workflows that have not had any activity in 90 or more days. NOTE: This view will only appear if any workflows meet this criteria. |
Repository
| Preset View | Description |
|---|---|
| Active | Records that have not expired or been terminated, based on the renewal date in the record properties |
| Upcoming Deadlines | Records that have an upcoming renewal based on their Executed Date property |
| Updated Predictions | Records that have new AI predictions applied to them. NOTE: If this view contains records, it will be visible to users with edit access to records. |
| Duplicates | Automatically detected duplicate records based on the document. NOTE: If this view contains records, it will be visible to users with edit access to records. |
Custom Views
You can save a combination of saved filters and columns that allow you to easily access relevant workflows without having to manually search each time.
To learn more about views and how to manage them, refer to Manage Views in the Dashboard.