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 is where you navigate, manage, and prioritize your contract workflows. The dashboard is highly customizable and allows you to search, filter, and sort your workflows by using all available contract properties. You can then save the filtered and sorted reports as custom views so you don’t have to repeatedly search for the same criteria. You can also share these reports and custom views with your peers for collaboration.
Start Workflow
The start workflow button enables you to begin a workflow. To begin a workflow, click Start Workflow and hover over the workflow template name to preview the form. If this is the workflow you want to create, click Start Workflow. The workflow launches and allows you to enter the information needed to initiate the agreement.
Search
The search bar enables you to search for workflows based on their title or contract properties (excluding emails). You can search for a workflow across all of your workflows, 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. 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.
Basic Filtering
To start filtering, click the filtering dropdown and then click Add Filter. Select a filter from the dropdown. By default, there is system data that you can filter by. Check out the table below for more information on each type of data:
| Filterable System Data | Description |
|---|---|
| Workflow Configuration | A list of the different templates that a workflow can be launched from. |
| Created Date | The date a workflow was launched. |
| Updated Date | The date a workflow was last updated. |
| Stage | The stage in the process the workflow is in:
|
| Launch Type | Whether a workflow was launched internally or through public workflows. |
| Creator | The user who launched a workflow in the Create step. |
| Internal Form Recipients | The user who was assigned an internal form during the Create step. |
| Approvers | All users who approve the workflow in the Review step, including ad-hoc approvals. |
| Signature Coordinator | The user who manages the signature collection of the workflow in the Sign step. |
| Internal Signers | The users who will sign for the company (as opposed to counterparty signers). |
| Archiver | The user who reviews and approves the contract properties in the Archive step before the workflow is sent to the Repository. |
| Owner | The user who currently owns a workflow. |
| Assignees | A user, or multiple users, who must complete a pending action in order to advance the workflow. |
| Participants | All users with a role (e.g., Owner, Approver, Signer, etc.) or who were added via an @-mention comment. |
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 filter Contains: Matches the text anywhere it appears in the filter |
| Numerical Values |
Is between: Allows you to set a range Other options: >, ≥, <, ≤, = |
| Tuples | Tuples do not have conditions. They only have filter option itself. |
| Dates |
Is between: Allows you to set a range Is: Exact match for the filter Is 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.
Conditional Statements
You can also add additional filters by using AND/OR statement to chain the filters.
Note: If you switch a top-level statement, all of the statements below it will also be updated. If you want to chain together multiple filters, refer to Advanced Filtering.
Advanced Filtering
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 Additional Properties.
Filter Groups
You can create nested groups of filters to perform complex searches of their 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. By default, Ironclad’s dashboard displays the Name, Stage, Turn, Number of Turns, Assignees, Latest Activity, and Date Created columns.
Starred Workflows
You can add workflows to your Starred view by selecting the star located to the left of the workflow you want to add. When you star a workflow, 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.
Latest 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 |
Custom Columns
You can add custom columns based on your contracts’ data to your dashboard. This enables you to look at your information at a glance without clicking into the workflow.
To add a contract’s properties to the dashboard as a column, click the Columns button. Begin typing and the column’s autocomplete helps you find a list of matching property options. Select the one you want to add as a custom column. You can reorder columns by clicking and dragging their order in the Column Selector dropdown. To sort a workflow based on a column, click on the column’s name on the dashboard. Columns can be sorted in ascending or descending order.
Views
Views are a combination of saved filters and columns that allow you to easily access relevant workflows without having to manually search each time.
The Views panel is located on the left. You can open or close it by clicking the Views icon located by All workflows.
View Count
Next to each view’s name in the view header, there is a count of workflows 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. |
| 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. |
| All Workflows | Displays all of the workflows that have ever been launched in your environment. This is the dashboard’s default 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. |
| 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. |
| Completed Workflows | Displays all of your finalized workflows. |
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.
Repository
You can access your Ironclad Repository through the Repository tab. If you are an Admin, you will have full access. Otherwise, your access will depend on the permissions your Admin has configured.
Workflow Designer
You can access your Workflow Designer templates through the Workflow Designer tab.
User Settings
You can access your user settings (including your Notification settings) through your name in the upper right corner. If you are an Admin, you can also access your company’s settings such as groups and integrations. You can also access the Ironclad Help Center here.