Release Notes

April 27, 2022

Remove an Internal Participant or Leave a Workflow

Sometimes, a user participating in your workflow is no longer required. Workflow owners and account administrators can remove internal workflow users who are no longer required, invited in error, or opt to leave a workflow when you have no role or action to take.

Navigate to the relevant workflow from your dashboard and next to the list of participants, click Manage to view list of workflow participants that can be removed or leave a workflow when you are no longer required in the contract discussion. Participants can be added again in the future if the needed.

Participant only view


Workflow Owner / Company Administrator User view


There are two notable exclusions to this functionality:

1. Users with assigned workflow roles (e.g. Workflow Owners, listed Approvers, Signature Coordinators, etc.)
2. External workflow participants (e.g. Counterparty Invitees) Learn more.

Users with assigned workflow roles (e.g., workflow owners, approvers, signature coordinators, etc.) cannot be removed from a workflow until that role is reassigned, due to the critical nature of their participation. If you wish to remove a participant who occupies one or both of these roles, please reassign or transfer the role to another team member first.

Clickwrap Snapshots

Clickwrap Snapshots help you automatically capture visual evidence for online agreements at scale. With Clickwrap Snapshots, you can:

• Store visual evidence for web and mobile app experiences.
• Automatically generate Snapshots for most web-based experiences.
• Automatically link Snapshots with records of acceptance.

EU Currency Formatting Support

The numberFormat function now supports European style formatting tokens. To use this functionality, consider the following:

• For token, my_token, with a value of 12345.
• {{numberFormat my_token 2 ',' '.'}} will result in 12.345,00.
• {{numberFormat token_value 2 '.' ','}} will result in 12,345.00.

April 25, 2022

Dashboard Enhancements

Ironclad’s dashboard has been given a new look and powerful features. You can:

• Search, filter, and sort workflows by using contract metadata.
• Save filtered and sorted reports as custom views.
• Create, share, and export views to make collaboration easier.

To learn more about the new dashboard, check out the Dashboard Overview.

April 20, 2022

Use Counterparty Signer Tags in Custom Emails, File Paths, and More

You can use counterparty signer tags such as their name, email, and title in your custom emails, formulas, file paths, and more.

April 13, 2022

Fields IDs Reflect Label Given in Workflow Designer

Workflow field IDs are now generated using the labels fields are given in Workflow Designer. For example, if you name a field Total Contract Value, the ID is totalContractValue. Once created, you cannot edit the ID of a field. Previously, workflow fields IDs were generated with random strings of number.

April 6, 2022

Ironclad Editor Comment Highlight Improvements

Previously, if you left multiple comments in the same line in Ironclad Editor, you could not distinguish them from each other. There are now visual indicators end of comment selection to help reviewers understand which part of the text a comment is referring to. 

Comment Webhooks

The webhook events list now contains a variety of comment related webhooks.

March 30, 2022

• Start Over From Template​​​
  • You can restart your contract from your template. Previously, if you started negotiating a contract or a counterparty uploaded a document, you could not generate from that template any longer. You can now start over from your template by clicking Start over from template.

March 23, 2022

• ​​​Unify First-Time SAML Sign-In URLs
  • First time sign-in URLs for SAML used to be different between the Users and Groups and the SAML Configuration pages in Ironclad. The URLs are now consistent across these pages.

March 9, 2022

• Updated Invite Emails
  • Emails inviting new users to Ironclad Clickwrap will now use Ironclad branding and colors.

• Multiple Internal and Counterparty Forms in Workflow Designer
  • You are now able to build up to 3 Internal forms and 3 Counterparty Forms for each workflow configuration in Workflow Designer.
    • Use Internal Forms to collect additional information from your internal team members. E.g. with every new hire offer letter workflow, you can send an Internal Form to your HR department to collect official title, start date, and salary information.
    • Use Counterparty Forms to proactively collect information from your counterparty directly. You are also able to customize the email delivered with your Counterparty Forms.
  • All Internal and Counterparty Forms are sent out sequentially, and must be completed before the workflow moves to the Review step.

March 2, 2022

• Persisted Roles
  • You are now able to persist roles throughout Workflow Designer. This will allow you to express that a single user should do more than one task, and have that assignment carry throughout the workflow. For example, Sally is on the Legal team, and is assigned to act as both the ‘Legal Approver’ and the ‘Archiver’.  While the contract is being reviewed, Sally goes on vacation, and reassigns her approval to Bob.
    • Previously, when the workflow reached the Archive step, Sally would still be assigned as the Archiver — when in reality, she intended to assign all of her responsibilities in that workflow to Bob.
    • Now, with Persisted Roles, you are able to configure your workflow such that your Archiver is your ‘Legal Approver’, and any reassignments made will persist throughout the workflow.

• Sign in to Ironclad faster using one-time links
  • Ironclad has a new way to secure new user accounts and help existing users sign into Ironclad faster using one-time links (also known as magic links).
  • 
  • FAQs
    • 1. Prefer to create a password? You can use either the sign-in method or set a password on your Personal Profile page.
    • 2. Already have a password? No problem. You can still use one-time links.
    • 3. SSO impacted? This is available to any user that does not have SSO as the preferred sign-in method.

February 23, 2022

• Ability to send Contract Reminders to dynamic recipients
  • Instead of only sending Contract Reminders to static users and groups, admins will be able to send Contract Reminders to dynamic recipients, such as:
  • Email record properties - for each record included in a given week’s Contract Reminder, if they have that email record property populated then the reminder will be to that email.
  • Workflow Owners - admins can check a box on each Contract Reminder to automatically send it to all Workflow Owners of the records included in each reminder.
  • Note in that in all cases, Contract Reminders are only sent to Ironclad users.
    

• Counterparty collaboration features available in Ironclad

  Ironclad is rolling out some exciting changes to help you use Ironclad to connect and collaborate with counterparties so you can move contracts through the approval process faster. Securely share documents, send external messages while consolidating all contract discussions and activity directly in Ironclad. Learn more about new counterparty collaboration features, how to configure workflow templates, and best practices to keep contracts moving forward, faster.