Welcome to Ironclad's Quarterly Product Release Notes. This topic highlights Ironclad’s new feature releases and existing feature updates.

If you want to review a recent feature release or existing feature update, check out the Release Notes. Here, we provide a list of features for each of our weekly updates. This includes new features and updates to existing features.

If you have questions about any of these features, submit a request with our Support Team.

Release Notes

March 29, 2023

Duration Data Type

Time duration is now a data type in Ironclad. This makes it easier for you to store and use properties like term length, notice period, etc.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Metadata Import

You can upload a spreadsheet to add data in bulk to existing records or create records in bulk from spreadsheet data.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Remove Verification for Regular Repository Uploads

Regular uploads to the Repository no longer have any verification associated with them. The only action required on your part to complete the import is to set the record’s record type.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Coupa Approval Enhancements

When an approval is selected as a Coupa approval in the company Coupa settings, you will be alerted that an approval is associated with Coupa.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

March 22, 2023

Improved Workflow Designer Preview Mode

In Workflow Designer Preview Mode, you can now preview roles (approvers, signers, etc.), formulas, and fields.

To learn more about Workflow Designer Preview Mode, refer to the Workflow Designer Preview Mode Overview.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

User Status

You can set a status in Ironclad that others can see.

To learn how to set your status, refer to Set Your User Status.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Custom Colors for Track Changes

You can customize the colors used when you track changes in a contract. You can configure this by Author or Type of Change, as well as by if the change is a content addition or deletion.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

March 15, 2023

Convert PDF File to DocX

You can convert PDF files to DOCX so that you can edit the documents in Ironclad.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Convert PDF File to DocX (EU Support)

If you are an EU customer, you can convert PDF files to DOCX so that you can edit the documents in Ironclad.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Simplified Contract ID (Ironclad ID)

Every workflow and corresponding record has an associated Ironclad ID. The Ironclad ID acts as a contract’s unique identifier throughout its entire lifecycle. When you archive a workflow, the resulting record shares the workflow’s Ironclad ID. If you upload a record directly to the Repository it will be assigned a unique Ironclad ID.

The format of an Ironclad ID is a standard prefix (IC) and a number that increases sequentially based on the the creation or upload date of the workflow or record. . For example, “IC-1”. The standard prefix is “IC” for all companies. If you want to customize the prefix, submit a request with our Support Team.

To learn more about Ironclad IDs, refer to the Ironclad ID Overview.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Optical Character Recognition (OCR) Documents from Upload

If you upload a document through the Repository without using Smart Import, the document will have OCR enabled to help you conduct advanced searches on them.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

New Implementation Checklist for Free Trial and Self-Start Users

We have added a dedicated landing page with an implementation checklist for help free trial and self-start users understand their path to onboarding, go live, and activation.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

CSV User Export Last Activity Date

The CSV user export now has a column for Last Active. An activity qualifies as the following:

A login
An interaction with:
- A workflow
- A record in the Repository
- A workflow template in Workflow Designer
- Insights
- Admin settings

The CSV user export is only available if you have the User summary view enabled.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Cursive Fonts Supported in Clickwrap Editor and Clickwrap Records

In both the Clickwrap Editor and Clickwrap records, you can embed cursive fonts that can be used to represent a customer signature.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

March 8, 2023

Ironclad Playbooks: Update Playbooks Exclusively in Workflow Designer

With this release, if you want to create or update a Playbook, you must do so directly within the associated workflow template. You can no longer create or update Playbooks from within Ironclad Editor. If you are a Workflow Designer Admin, you can manage Playbooks directly in the Workflow Designer template or use a Playbook quick link from your Playbooks in Ironclad Editor.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Turn Tracking Tags

For each of your workflows, you can assign a tag to each contract version to track if the version was sent to your counterparty or if the version was received from your counterparty.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

AI Assist: Limited User Group Permissions

If you are an admin and your Ironclad account has ‘AI Assist’ beta features enabled, you can restrict or configure user group permissions for AI Assist and specify groups that should have access to generative AI features in Ironclad Editor.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

March 1, 2023

Improved Repository Timeout

Previously, large Repository exports occasionally timed out. We have improved the export experience so that this no longer happens.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Expanded List of Detectable Clauses

We have expanded the total number of clauses that can be detected with Ironclad AI.

With this update, two existing clauses: Amendment and Modifications, were merged into a new clause called Amendments or Modifications. If any of your existing AI Playbooks are using the previous Amendment or Modifications clauses, Ironclad has automatically updated your playbook with the new clause name. No further changes should be required at this time.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Global Counterparty Search for New Clickwrap Experience

You can search for counterparties (signers) from the new Clickwrap experience's global navigation. You can then select a counterparty to view their details, recent activity, and more.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Public Workflow Support for Multiple Signers

When you configure a public workflow, you can now customize the acceptance experience to support multiple signers so that you can support a wider variety of contracts in CLM.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Twilio Segment Integration

You can now integration Twilio Segment with Ironclad Clickwrap. This integration provides the following functionality:

You can configure a simple set of options to start tracking acceptance of Clickwrap agreements in Ironclad Clickwrap, all without code.
You can easily map the data that Segment receives from your sources, and send the right data to form an enforceable contract in Ironclad.
You can configure existing events to comply with what your legal team needs to enable you to keep doing business online.

If you are interested in using this integration, reach out to your Ironclad representative or Ironclad Support.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	Yes

February 22, 2023

Ironclad Playbooks: Support Multiple Clause Matches

Previously, Playbooks only presented you with one potential document or clause match in Ironclad, when in reality, a document may have contained multiple paragraphs that could describe that clause. For example, a clause like “Confidential Information” may be referenced in both the ‘Definitions’ and ‘Confidential Information’ sections of a document.

You will now be notified if you have one or more possible clause matches in your document. Your review will be required to choose which best fits your needs. You will be provided with a score of which text best references the playbook clause to help you decide.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Ironclad Playbooks: Tag Document Text Improvements

The ability to tag and untag document text has been improved.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Toggle Styles in Ironclad Editor

You can now retain styles in Ironclad Editor. If you select a text style (such as bold, italic, etc.), that style will be applied when you paste text into the Editor.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Delete Smart Import Duplicates

If you are an administrator, you can now view and delete Smart Import duplicates.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Bulk Accept Predicted Clauses

You can now see and accept all of a contract's clause predictions with a single click.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Clickwrap Guide Snapshot Support

You are now given an option to generate a code snippet for attaching a Snapshot to your acceptance events when creating a new Clickwrap Guide. This update applies to all new Guides and will not impact Guides that have been published or updated.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Hide Fields Pane in New Clickwrap Experience Editor

If you use Clickwrap Editor in the New Experience, the Fields pane located in the top right is now hidden.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

February 8, 2023

Conditionally Reset Approvals

You can configure when a review should be reset in Workflow Designer. Currently, you can only define a review should be reset when a workflow change occurs.

You can now configure reviews to reset under the following conditions:

Always
Never
Draft documents change (ie via Ironclad Editor, or Update Documents)
Workflow reverts to Review (back from Sign)
Any set of field names change in value (via Edit Info)

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Ironclad Playbooks Collapsable/Expanded ClauseList

You can expand or collapse your Ironclad Playbook clause lists. This applies to Playbooks with and without AI detection enabled.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Bulk Accept Predicted Properties

You can now see and accept all of a contract's predictions with a single click.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

Add Approved Domains

You can add URLs that are allowed to present and track acceptances in Clickwrap. When you add a domain or wildcard URL, any API requests made to pactsafe.io will be denied with an error.
Note: The JavaScript snippet will still render on the page, but will fail in sending acceptances.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Public Workflows: Enable Two-Factor Authentication per Workflow

You can now now enable or disable Require signer verification in signers in Workflow Designer to add an email confirmation code requirement to public workflows:

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Remove "Acceptance Language" Decision in Clickwrap Guides

You are no longer asked to confirm the Acceptance Language when you set up a Clickwrap Guide.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

January 18, 2023

Add/Edit Clauses in Repository

Previously, clauses that were detected from Smart Import could only be accepted or rejected, but not edited. You can now edit clauses that are detected from Smart Import. You can also add new clauses to records as properties. However, you cannot add or edit the the document highlight associated with the clause property.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Smart Import: New “Payment Frequency” Property and Improvement of “Payment Terms”

You will now see a new property prediction in Smart Import - Payment Frequency. Prior to this release, we captured billing frequency (i.e. how often you receive invoices, annual, monthly etc.) as Payment Terms. We have now split out Payment Terms and are capturing it accurately (e.g. Net 30) and are capturing Payment Frequency as a separate property.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Smart Import: Support for Subsidiaries

If you are an admin, you can add the names of your subsidiaries to the Company Settings. These subsidiary names will be excluded when Smart Import makes predictions on Counterparty Name.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Smart Import: Improvements to Total Contract Value

We have improved our predictions on Total Contract Value and Payment Terms.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Bulk Reassignment

In the Dashboard, you can select workflows to reassign from one user to another. This is useful in situations such as when your company reorganizes, onboards new employees, or shifts work if an employee is out of office for the holidays.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Workflow Configuration Name and ID in Dashboard Export

We have added two new default columns (Workflow Configuration Name and ID) to the Dashboard export to make pivot tables and other analysis easier.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Transfer Workflow Permissions to Resulting Records

You can enable the transfer of workflow permissions to the resulting record in the Repository. This means if a user has access to a workflow when it is archived, they have access to the resulting record in the Repository.

By default, the transfer of workflow permissions to records is not enabled. When you enable this feature, any users who are participants on a workflow when it is archived are given access to the resulting record in the Repository.

If you deselect this feature, any future workflows do not transfer access permissions from workflows to the resulting records. Any records created from workflows while this box was previously checked retain their individual access.

This feature respects Group permission settings. Users who have No Repository Access as their highest Repository permission are not granted access to any records in the Repository even if the feature is enabled.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	Yes

Give Individual Users Access to a Record

You can give individual users access to a record, directly on the record. This feature respects Group permission settings. Users who have No Repository Access as their highest Repository permission are not granted access to any records in the Repository even if the feature is enabled.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	Yes

January 11, 20223

URL Redirect After Public Workflow is Accepted

When you set up a public workflow, you can add a URL to which the public workflow will redirect the counterparty once they have accepted the agreement.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	No

"Name" Column Changed to "Record Name" in Repository Metadata Export

On the Repository metadata export spreadsheet, the Name column is now Record Name.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

January 4, 2023

Configure Reply-To Name/Email on DocuSign Signature Request Emails

In Workflow Designer, you can customize the Reply-To name and email on DocuSign signature request emails.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	Yes	Yes

Bulk Actions on the Import Page

Admins can perform the following bulk actions on the import page:

Edit properties
Edit permissions
Export metadata
Download documents
Delete records

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No

Clear a Clickwrap Group's Test Data

When you view a Clickwrap group's in the new experience, you can clear test data from the group by clicking the Delete Test Data button. Test data is generated through your integration or in guides that you’ve setup.

UI Change (Admin)	UI Change (End User)	Action Required?
Yes	No	No