This topic will walk you through the basics of template fields and conditions. This includes template tagging and formulas.
Template tagging enables you to select areas of the template text that you want Ironclad to replace with a tag, such as the agreement date and the counterparty name. When a party fills out the launch form, the information they provide will replace the corresponding tags.
Conditions in Ironclad can be thought of as rules to help guide a specific outcome. Within Workflow Designer, you can leverage conditions to automate different parts of the contracting process. You can use them in several ways:
- Automatically generate the correct contract from the start
- Ensure you are only involving the right people when needed
- Conditional Clauses/Template Language
- Example: Some clauses should only appear if the Entity is located in the United States
- Conditional Questions/Sections on your Launch Form
Workflow Designer formulas enable you to build complex logic calculations directly into your workflow configurations. This reduces manual data entry in launch forms and gives legal teams confidence that the data in their contracts is calculated correctly.
For a walkthrough of example formulas and more information on supported formula types, check out the Formulas Help Center.