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, refer to 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, reach out to support@ironcladhq.com.

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Release Notes

December 14, 2022

AI Playbooks

Ironclad Playbooks allows Legal teams to create dynamic tools that assist users directly in Ironclad as they read, analyze, and edit documents during the contract review and negotiation process. Legal teams can specific preferred terms and pre-approved fallback language across all standard business contracts. This helps Legal teams safely and consistently scale conducting first line contract reviews to knowledgeable business teams, and only bringing in Legal for for complex negotiation discussions or when pre-approved terms cannot be used.

This feature must be enabled in your Ironclad account. If you are an administrator and would like to enable Playbooks enhancements for your Ironclad instance, click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Settings > Enable Playbook enhancements powered by Ironclad AI.

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

 

AI Playbooks: PDF to DOCX Conversion Integration

Playbooks automatically run on PDF documents that are converted to DOCX in Ironclad Editor, without requiring you to save a new version.

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

 

AI Playbooks: Clause Approvers

Open clause approval requests now prevent a workflow from moving to the Sign step until approval has been provided. If needed, administrators can override clause approvals on behalf of approvers.

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

 

AI Playbooks: Alerts on Document Preview 

The goal of Playbooks powered by Ironclad AI is to alert end users that their documents require changes or approvals per the workflow's Playbook rules. Ironclad now alerts users on the Document preview page that their documents require attention. This is in addition to the existing alerts on the Ironclad Editor and workflow pages.

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

 

Counterparty Search Improvements

When you search the Repository and Dashboard, counterparty matches are now prioritized over other matches.

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

 

Checkboxes for Export Metadata

You can now select records via checkboxes in order to export your metadata. Checkboxes allow you to select up to 25 records on a page.

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

 

Ironclad Insights: Multichart Reports

Multichart reports allow you to add up to 8 charts in a single report, in various different layouts. This enables you to report on different data points simultaneously.

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

 

Ironclad Insights: Smart Import Visualizations

You can view charts on the Smart Import page for records that you have imported.

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

 

Ironclad Insights for Repository

There are four Repository based charts now available in templates. For Repository based reporting that is not covered by the provided charts, you can add a blank Repository chart.

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

 

Dashboard Export Checkboxes

You will now see checkboxes next to each of your workflows on the Dashboard. You can select specific workflows to include them in your Dashboard export.

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

 

Dashboard Export Approval Requests

Dashboard export now includes a list of each Review step approval event, including role reassignments and approvals.

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

 

Preview Launch Form

You can preview a launch form without launching the workflow first.

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

 

Improved Doc Driver Error Handling

If you are an administrator, you can view Google Drive and Dropbox errors on the Errors page located in your Admin Settings.

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

 

Clickwrap Activity Tab Update

When you view activity on a Clickwrap group, you can view the event type more easily.

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

 

Clickwrap Delete Test Data By Group API

You can use the new API to clear test data at a group level.

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

 

Support for eSignature Integrations in Public Workflows

You can enable your eSignature integration to be triggered when a counterparty launches a public workflow. You can configure eSignature as a method of acceptance in Workflow Designer just like you would on an internal workflow. When your counterparty completes the public launch form, if the workflow goes straight to signature without approvals or review, the counterparty receives a message to lookout for the eSignature request in their inbox.

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

 

Clickwrap Define Custom "Effective" Date Rangers for Templates API

Using the Clickwrap API, you can now modify a template version’s effective date range. A template’s effective dates are displayed in legal centers and throughout the web app. Here are some things to keep in mind:

1. Effective and Effective Until dates can be modified by the API for any template version. The Effective date can also be modified in the Classic experience for the most recent template version.
2. By default, the effective date range starts when the version is published, and ends when the next version is published.

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

November 30, 2022

Advanced Conditions

You can now write conditions with formulas.You can also in-line reference your existing conditions within your formulas. This applies to formula fields and formula conditions. Conditions are rendered as blue tags with the new Condition icon.

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

Improved Smart Import Detection for Various Properties

We have improved Smart Import’s accuracy when detecting the following properties:

• Agreement Date
• Counterparty Address
• Counterparty Signer Name
• Counterparty Signer Title

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

Ironclad Insights - Smart Import Visualizations

On the Smart Import page, you can view charts for records that you have imported.

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

Search for Smart Import Clauses in the Repository

You can now search for Smart Import clauses in the Repository, similarly to record properties.

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

Insights for Repository

There are now four Repository based charts available in templates. For any other Repository based reporting, you can add a blank Repository chart.

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

Add Record Types During Repository Upload

You can now add a record type directly in the Repository when you upload a record.

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

Dashboard Checkboxes

Similar to the Repository, you will now checkboxes on the Dashboard. You can select which rows you'd like to include in an export.

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

Salesforce Record Sync Import/Export Configuration

We have expanded the Salesforce import/export to support record sync, in addition to our existing workflow sync configuration capabilities.

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

Legal Centers in the New Clickwrap Experience

Legal Centers are now available in the new Clickwrap Experience. We’ve updated the look, feel, and some of the functionality to make Legal Centers more powerful and easier to manage. Here’s what’s new:

1. You can now clone a Legal Center. Cloned Legal Centers are created in a Draft state, and duplicate most customizations including template order, visibility, HTML, and CSS. This is only available in the new experience.
2. Custom contract orders, HTML, and CSS are not available in the new experience, but are still available in the Classic experience.
3. Custom JavaScript is no longer publicly available in order to align with security best practice. Reach out to support@ironcladhq.com with any questions.

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

Company Logo Displayed in Public Workflow Launch Forms

When a counterparty visits a public launch form, the company logo uploaded to their Company Settings displays at the top of the form (matching what is displayed in counterparty forms).

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

November 16, 2022

Configure Ironclad Insights Access

Admins can configure access to Ironclad Insights for any group. The group's users' reports will only reflect the data they have access to.

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

Send Coupa Contract Sync Errors to Errors Page

Coupa contract sync errors are now sent to the errors page.

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

Enable Coupa Contract Types for Contract Sync

You can enable Coupa contract types for contract sync.

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

Salesforce Bug Fix: Resolve Error from Removing Item in Dynamic Table

In workflows that used dynamic tables and formula fields, “Refresh from Source” triggered errors when the updated Salesforce metadata reduced the number of items in the Ironclad dynamic table. This error has now been resolved, and “Refresh from Source” correctly updates dynamic tables.

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

Salesforce Bug Fix: Correctly Store Number Fields in Ironclad

We realized that we were incorrectly storing number fields imported from Salesforce as strings in our database. This bug caused an issue for customers with conditional formulas based on number fields mapped from Salesforce. We are correcting this issue for all customers, regardless if you are functionally impacted by this issue or not.

We updated all the Salesforce Workflow Launch Configurations so that these fields are correctly stored as numbers in our database and match the input from Salesforce.

There is no impact to in-flight workflows and no admin action is needed at this time. We apologize for this oversight on our part and thank you for your patience. Please contact Ironclad Support if you have any questions.

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

 

Unified Repository

You can view and interact with executed Clickwrap agreements in your Ironclad CLM Repository. 

• By default, when you enable Unified Repository for your site, all of your Clickwrap agreed events (acceptances) are synced into your CLM Repository, but you can disable record syncing for individual templates as needed.
• By default, Clickwrap records use the Clickwrap record type, but you can change the record type for individual templates as needed.

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

 

Snapshots for Native Apps

You can now capture Snapshots on native applications using the Ironclad Clickwrap API.

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

Download Expired Records Update (PWF, Sign, Streamline)

You can no longer download records for agreements that expired or were rejected by the counterparty. Rejected or expired records downloaded using the API are watermarked to indicate that they are not legally binding. This applies to customers accessing records generated with Public Workflows, Sign (no longer sold), or Streamline (no longer sold).

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

Clickwrap Guides

Clickwrap Guides allow you to set up and publish the details behind your integration with Ironclad Clickwrap. Guides are designed to bring your legal, business, and technical teams together to define and finalize how you’ll present and track Clickwrap agreements for a particular Clickwrap group.

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

 

November 9, 2022

Bulk Edit Record Type

You can now bulk edit record types.

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

Rename Export Records and Download Records to Export Metadata and Download Documents

We have renamed the Export Records and Download Records features for clarity. These two features are now called:

• Export Metadata - Export a spreadsheet with a list of all record metadata for a list of records.
• Download Documents - Bulk download all of the attachments on a list of records.

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

 

Autocomplete on Archive Step

When you edit in the Archive step, the information displays autocomplete suggestions to help you standardize your metadata and avoid typos.

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

Add Documents to Workflows from Coupa Requisitions

You can now add documents to workflows from Coupa requisitions.

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

Support Child Combinators in Clickwrap Command Builder

Command builder now uses child combinators between elements in “Wait for Selector” and “Click” commands. Child combinators separate two selectors. When used, only elements that are direct children of the selector are matched.
For example:
<div>
   <p id="item1">I'm item 1</p>
   <ul>
       <li><p id="item2">I'm item 2</p></li>
   </ul>
</div>

• Previously, div p would match both item1 and item2.
• Now, div > p will only match item1.

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

 

Clickwrap Webhooks Retry Update

Webhooks have occasionally failed to retry. To address this, we have updated our retry rules to the following:

• We are limiting up to 72 attempts to retry
• Each retry will give you 30 seconds to respond to the webhook callout

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

November 2, 2022

Expanded Formula Builder

The Formula Builder has been expanded and now offers a multi-line editor. The expanded modal provides you with more room to build longer, more complex formulas. Within the modal, you can press [enter] to insert a new line, enabling you to compose and organize formulas across multiple lines.

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

Convert PDF Files to DOCX in Ironclad Editor

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

Bulk Create Snapshot Locations

You can create up to 500 snapshot locations at once by uploading a .CSV file.

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

Snapshot Location URLs Respect Case Structure

URLs provided in snapshot locations now respect case structure. Previously, Snapshot location URLs were automatically transformed to lower case which could prevent command builder from navigating to the correct page for case-sensitive URLs.

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

Launch CLM from Clickwrap Sites

Users with connected CLM and CW environments can now open CLM from their Clickwrap site. While this doesn’t provide SSO or shared credentials, it does eliminate one URL you need to remember or bookmark.

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

Workflow Library

The Workflow Library provides a number of pre-built contract workflow configurations, based on industry best practices, allowing you to get a head start on your contracting journey without having to build your own contracts or workflows. By using the Workflow Library, you can reduce your configuration time to days by simply choosing the workflow you wish to use, reviewing its details, then copying it to your environment.

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

  

Operators in the Formula Builder

We now support operators within the Workflow Designer Formula Builder.

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

New Formula - Switch

We have added a new Switch formula.
Switch(expression, case1, value1, [case2, value2, ...], default value)

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

Multi-Doc: Specify Individual Documents in Conditions
You can now specify a particular document within your multi-doc workflow when creating conditions. Draft Documents still refers to all the documents in your workflow. This enables you to configure conditions like: If [NDA] generated from template.

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

Configure Snapshot Locations to Use Reduced Network Activity Sensitivity
You can now configure Snapshot Locations to use reduced network activity sensitivity when automatically generating Snapshots. When enabled, any Command Builder “Load” instructions will consider a page “loaded” once there are no more than 2 network connections for at least 500 ms. If disabled, Command Builder will consider a page “loaded” when there are 0 network connections.
While many pages do not need to use reduced sensitivity, this can be helpful in pages that perform long-running background tasks like long polling.

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

Guided Clickwrap Implementation

Guides now have a functioning preview that updates in real-time in response to your answers.

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

October 19, 2022

Clause Detection Model

Ironclad CLM now detects 60+ AI properties. This includes 18 metadata fields and 45 clauses.

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

Bulk Actions (Edit, Delete, Download) in Repository

Admins can now delete, download record attachments, and edit/update record properties in bulk.

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

Archive Step Autocomplete

When you edit during the Archive step, an autocomplete option now shows to help you standardize your metadata and avoid typos. This is specially useful for record properties that started as dropdowns or selections on the Launch Form.

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

October 12, 2022

Edit Track Changes Without Tracking Your Changes

Previously, there was a rule in the Editor where if you wanted to edit within someone else’s tracked changes, you also had to track your changes. We are removing that limitation.

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

Smart Import Enabled for EU Customers

Smart Import is now available to customers located in the EU.

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

Turn Tracking

Turn Tracking allows you to signal and filter which party – Internal or Counterparty – is reviewing the draft document. Within a workflow, you can change the turn manually at any time, as well as at key actions that intersect with the document, such as Share, Update Document, or Download.

On the Dashboard, Turn Information is available in filters and columns, allowing you to incorporate that information into the views you build and share. The number of turns, as well as total time with each party, is automatically saved as part of each record in the Repository.

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

 

Configure Insights Access

Admins can give Insights access to groups that have view access to all workflows and records.

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

 

Show/Hide Archived Snapshot Locations

You can choose to show or hide archived snapshot locations.

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

Clickwrap Bugfix: Users Registering Without Providing a Department

We resolved an issue new users experienced when registering without providing a department.

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

October 5, 2022
Editor Toolbar in Workflow Designer

A persistent editing toolbar has been added to the document editor in Workflow Designer.

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

Editor Add/Remove Table Row

You can add or remove a single row to a table in the editor. You can do this multiple times to add/remove multiple rows.

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

“Generate Report” Export Emails Link Instead of File

The “Generate Report” function on the Dashboard emails a link to the export file, instead of attaching the export file directly to the email. 

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

New Clickwrap Dashboard

We’ve made some updates to the main Clickwrap Dashboard to make it more actionable. Customers on the new experience can view utilization information including:

• the number of published vs draft Clickwrap Groups and Templates

• the number of published Snapshot Locations

• the number of remaining Snapshot Locations.

Templates and Clickwrap Groups are still available.This is only available in the new Ironclad Clickwrap experience.

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

Snapshots Enhancements: Define Multiple Custom Headers in Command Builder

You can now define up to 10 custom headers in Snapshot Location Command Builder instructions. Custom headers allow you to bypass security measures when automatically generating Snapshots.

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

Update to Downloaded Templates when Using Translations and Browser Locale

We’ve updated how we handle downloaded records of acceptance when browser locale is used to dynamically show a translated template. When you download a record for a signer with a non-english browser locale, the translated version of that template is downloaded. Previously, the default (English) version of the template was always included in the downloaded record of acceptance. The translated body could be downloaded separately through Legal Centers, but not through the app.

Note that, in some cases, the user’s browser locale may not control the language of the template viewed and agreed to. For example, if the template is presented with a scrollable container or scrollable contract with form. It is still up to the customer to dynamically display the correct translation based on browser locale.

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