Welcome to Ironclad's Quarterly Product Updates. Here we will highlight the most recent feature releases and existing feature updates. If you have any questions about any of these features, submit a request with our Support Team..
1/20/2022
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Smart Import General Access Release
- Smart Import helps customers upload executed contracts in bulk directly to the Repository and uses AI to automatically extract key metadata, saving customers valuable time when importing legacy contracts. Key features include:
- Bulk file upload. Customers can upload up to 2,000 documents at a time.
- OCR. Smart Import will automatically embed OCR’d text into the contract, including scanned image PDFs (scan of a scan).
- AI-assisted Metadata Extraction. Metadata predictions allow for rapid tagging of key properties. The AI automatically detects the following 13 properties
- Contract name
- Counterparty name
- Counterparty address
- Counterparty signer
- Counterparty signer title
- Contract value
- Agreement date
- Term length
- Governing law
- Venue
- Termination for convenience
- Termination notice date
- Expiration date
- Smart Import helps customers upload executed contracts in bulk directly to the Repository and uses AI to automatically extract key metadata, saving customers valuable time when importing legacy contracts. Key features include:
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Clickwrap: Usability Improvements
- Clickwrap is rolling out a number of usability improvements for embedded contracts and custom data across the experience including:
- Settings Management with custom data. Customers using 2000+ custom attributes (Settings > Attributes & Data) can now view and more easily manage their data. Note that users may experience page jumping when loading additional data which will be addressed in a future release.
- Viewing custom data. Customers using custom data with long API names can now view the entire API name in the record. Previously, the API name overflowed onto the corresponding value.
- Exporting custom data. Customers using custom data with long labels can now view the entire label when selecting the activity data to export. Previously, long values were replaced with “...” instead of being wrapped or truncated.
- Embedded Group styling in Classic [bug fix]. When creating a new embedded group in Classic, the style selected is now correctly set upon published. Previously, the selection was not saved; users needed to publish, re-select the correct type, and re-publish the contract.
- Signer text search in Classic [bug fix]. Users can now perform a simple text search on the Signers page in Classic without running into performance degradation or errors due to long-running queries. Previously, some searches could take minutes, and should now complete in 100s of ms.
- Clickwrap is rolling out a number of usability improvements for embedded contracts and custom data across the experience including:
1/12/2022
-
Workflow Configuration Version Number as a Default Record Property
- Version Number will be available in the Repository for users to filter for records coming from a particular workflow configuration version
1/5/2022
12/15/2021
- Introduction to Playbooks
- Mobile Enhancements for Contract Approvers
- Review and approve contracts on the go. Approve, share documents, and add new approvers from any mobile device. Stay informed, reply to a question or reassign an approver, right from your phone!