Release Notes

June 29, 2022

Workflow Designer Empty Condition

You can now create Workflow Designer conditions based on whether or not a field has a value. To do so, create a new condition, choose a field, and choose “empty” as the operator.

Repository Search Result Snippets

Repository search results now include a preview of the document text that matches the search query. For example, if you search the Repository for “dog”, you will see a preview of all document text matches with “dog” in the list of search results without needing to open each document.

Increase User Account Security with One-Time (Magic) Links

Many Enterprise and public customers require additional user account protections for non-SSO team members or users that access Ironclad using their email & password. To keep all sensitive and confidential contract data and information secure in Ironclad, Admins can now require email/password users to validate their email access before they can sign-in.

By default, Connect only users can only access Ironclad using one-time (magic) links moving forward, reducing the risk for any non-authorized counterparty users to have access to a shared workflow.

Table Repeater Row for Embedded Clickwrap

In embedded Clickwrap, you can add table repeater rows. Click on a table cell and select Repeat Row indicated by an arrow. Enter the name of the token that contains the list to iterate through.

Once you add a repeater row, you can use the the .propName convention to access objects or properties within the array of objects.

Contract Translations in Your Legal Center: Translated Title 

If you’re using the Contract Translations feature in your legal center, the Contract Title will now update to the translated title (if one is configured) upon language switch. The title is updated in both the page header and the navigation side bar.

June 22, 2022
Remove and Reassign a User

Admins can remove a user from an Ironclad instance. To remove a user, go to Company Settings > Users and Groups, and click on the Remove User button next to the user you want to remove. If the user is assigned to any active or paused workflows, admins can reassign these workflows to another user before completing the removal.

Self-Serve Google Drive Integration

Admins can now connect their Google Drive cloud storage integration directly from the Integrations page using OAuth. 

To connect the integration, click Company Settings > Integrations > Google Drive. Click Sign in with Google and follow the prompts to log in. Once connected, click Select Folder and select a root folder. Existing customers with an active cloud storage integration must submit a request with our Support Team to migrate to the new approach.  

Access Tokens for Salesforce and Coupa Integrations

A tool to generate and manage authorization tokens is now available to administrators under Company Settings > Integrations > Salesforce/Coupa. This functionality will be used in upcoming Salesforce integrations that require Ironclad authorization tokens.

Map Coupa Easy Form Responses

In the Coupa integration, you can now map fields from Coupa easy form responses in RequisitionLine objects. 

June 15, 2022

Ironclad Clickwrap Help Center Live at Support.ironcladapp.com

Clickwrap help has been added to the Ironclad Help Center! You can also access the content in Clickwrap using the user dropdown menu located in the top-right of your screen at clickwrap.pactsafe.com.

June 8, 2022

Ironclad Clickwrap Command Builder Improvements

The Ironclad Clickwrap Command Builder UI has been updated. The functionality remains the same, but the interface is improved and more accessible. 

June 1, 2022

Add Approver Instructions

You can now add instructions to your approvers to describe why their approval is required. Approver instructions are visible in the approvals table in your workflow and in the email notifications your users receive.

Sequential Approvers

Previously, regardless of the approvals sequence configuration in Workflow Designer, any approver could approve at any time during the workflow's review step. The configured sequential aspect was only reflected in the timing of notifications that were sent out to each approver.

Now, the Approve button only appears for sequential approvers when it is their turn to approve. Notifications stay the same and remain sequential.

If you would like approvers to approve at any time or in no particular order, check out the parallel approvers functionality here to learn how to update your workflow configurations.

Note: This does NOT affect existing functionality through the API.

Improvements Locating Clickwrap Snapshots for Individual Signers

In the new Ironclad Clickwrap Experience, the associated Snapshot location is displayed on any Clickwrap group’s “agreed” activity if the Snapshot location was included in the agreed event.

In the Classic Clickwrap experience, download the specific Snapshot record for any “agreed” activity from the Activity Log if the Snapshot location was included in the agreed event. The record downloaded is the most recent Snapshot taken before the time of acceptance.

Show or Hide Invalid Clickwrap Snapshots

You can now choose to show or hide Snapshots marked as invalid in the Snapshot location’s Gallery View. Open an invalid Snapshot to see who marked the Snapshot invalid and when it was invalidated.

Custom Logo Alt Text

If you have access to Custom Brand settings, you can now specify what alt text you’d like to appear for your brand logo. It is best accessibility practice to set the textual substitute used by screen readers to announce the image. First, upload your custom brand image, then set the Logo Alt Text field and update. Your changes take effect in your legal centers the next time they are published.

May 25, 2022

Archive Snapshot Locations

You can archive a Snapshot Location when you no longer need to capture additional visual evidence for an online experience. Archived locations are read-only and cannot be tied to acceptances, but you can still view them and download evidence as needed.

Set Custom Headers

You can set custom headers with Command Builder. Custom headers are request modifiers that can pass additional information about the HTTP request to the server. For example, if your Clickwrap is gated by reCAPTCHA, you can use a custom header to bypass the validation.

Improved Tag Formatting in Workflow Designer

You tag formatting experience in Workflow Designer has been improved. In addition to formatting your Address, Number, Date, and Monetary fields, you can now format Text, Email, and Boolean fields. Signer tags in template documents and metadata tags cannot be formatted. 

To format a field, click on any field tag (except form questions), and click Format. When you update the format of a field tag, it changes how the value of the field is displayed in your workflow. 

Text:

Boolean:

Email:

Address:

Number:

Monetary Amount:

Date:

Improved Salesforce Integration Login Experience for SAML Users

Salesforce integration users who use SAML (e.g. Okta) will now see a more streamlined login experience when using embedded workflow launch in Salesforce.

May 18, 2022

Ironclad Clickwrap Snapshots Enhancements

Encrypted HTTP requests and responses are now required. Snapshot locations and “Load” Command Builder instructions must include “https://” destinations; “http://” is not supported.

Command builder has two new commands: “Wait for Selector” and “Set Cookies.”

• Use “Wait for Selector” to wait for a specific element to load on screen. For example, wait for the Clickwrap checkbox to appear.

• Use “Set Cookies” to set site preferences, load locally relevant content, and more. For example, if your embedded clickwrap is on a page gated by login, navigate to a page that prompts login, use “Set Cookies” to log in, and use the “Load” command to load the appropriate page.

Smart Import - Optional Verification

The verification step for Smart Import is now optional. As soon as your documents are uploaded they are fully text searchable and their AI-suggested property values can be used in filters and search.

AI-suggested record properties are displayed in the Repository next to regular properties and are fully searchable and filterable. Verifying a record automatically accepts all AI-suggested property values.

Collapse Fields and Conditions Panel

You can collapse the Fields and Conditions panel in Workflow Designer.

Access Help Center from Ironclad

You can now access the Help Center, Academy, and Community from Ironclad. You can access these links from:

The help button:


The user profile:


Within a Workflow Designer configuration:

Salesforce Integration Bug Fixes

Record properties that are deleted in Ironclad are now also deleted from the corresponding Ironclad Contract object in Salesforce when you sync again.

Saved Forms now preserve a link to a Salesforce Linked Source, in addition to the initially synced Salesforce data.

May 11, 2022

Ironclad Clickwrap Snapshot Enhancements

• Save time capturing your first Snapshot! If Snapshot automation is enabled in your site, your first Snapshot is automatically captured when you publish a Snapshot Location. Subsequent Snapshots are captured following your defined capture frequency.

• “Load” is now available in Command Builder. Load additional URLs as part of simulating your customers’ experiences. For example, if your Clickwrap agreements are presented behind a login page, first navigate to a URL that prompts login, log in, and then load the appropriate screen. Learn more.

Bugfix: Activity Sort

We have restored the default sorting behavior to the activity log; it will now be sorted in descending order.

Workflow Designer

Metadata Ordering

You are now able to order your fields in the Metadata Panel in Workflow Designer. This ordering will determine how your fields show up in your active workflows.

To configure this, click the ‘Reorder Metadata’ button under the ‘+’ menu.

You will be able to reorder your fields, add sections (which can be open or closed by default), and ‘Star’ important fields.

Integrations

Salesforce UI Bug Fixes

We’ve cleaned up some small sticky spots in the Salesforce integration UI:

• Workflow preview is more zoomed out on large screens, making the text more legible

• Font inconsistencies in launch form titles have now been made more consistent

• Launch form question help text is now displayed correctly under the question; previously they appeared under the text input field: