Log In To Ironclad
- Sign in using your Ironclad account. If you are logging in for the first time, click the Sign In button located in the initial email you received from Ironclad to create a password and sign in. If you're not receiving emails from Ironclad regarding your password, refer to Common Reasons for Unreceived Email Notifications.
- Sign in using your SSO credentials. Access may be subject to permissions set by your Ironclad Administrator.
- Sign in by selecting the Ironclad token via your SSO applications manager. Your Ironclad profile will pre-populate with your data from your SSO profile.
To access Ironclad moving forward, we recommend bookmarking https://ironcladapp.com/dashboard. If you are using the Salesforce integration and your contract type has been configured, you can also launch from the Account/Opportunity page by selecting the Launch [Workflow Name] button found at the top, or through the embedded workflows component depending on how your organization’s Salesforce instance is configured. To learn more, refer to Launch Workflows from Salesforce.
Workflow Overview
To learn more about the workflow process and how it relates to you, refer to our Ironclad Contract Owner course.
Navigate the Dashboard
Saved Views for Easy Access to Workflows and Records
Create custom views across all contract stages, or quickly access the same views you’re familiar with from both the Repository and Dashboard with just one click.
Search and Filter Across Both Workflows and Records
By default, you have access to all your contracts (both in progress and archived) in the Dashboard, allowing you to search and filter across your workflows and records. If you’re looking for a specific agreement, you can search using the Search bar or the Filters dropdown on the top right-hand corner to narrow the agreements down. For example you can view all agreements stuck in the Sign step, specific contract types, etc. To learn about advanced Dashboard search, refer to Advanced Dashboard and Repository Search.
Quick Contract Previews, Right from the Dashboard
Click on any contract (both in progress and archived) in the Dashboard to instantly preview key details—such as the title, documents, properties, and more. This provides a quick summary, allowing you to dive into the documents or workflow page based on the next steps you need to take.
Launch a Workflow
Your list of workflows will only include the contract types you have access to, if you believe you should have access to others, please reach out to your Ironclad Administrator.
If you are not ready to submit your launch form, click Save Form. To view the saved form, click the Start Workflow button and locate it under the Saved Forms section. You can then update or delete the form.
Approval Step
Review the Draft Document
Collaborate with the Activity Feed
The Activity Feed is a great way to stay on top of your workflow and reduce turnaround time for other stakeholders. If you wish to prompt a workflow participant, send them a reminder.
Share a Document
When you share a document, you can also track if your recipient has opened your email in the Activity Feed.
Make Changes to Your Draft Document
| Method | Details | Use Case |
|---|---|---|
Edit Info |
If you want to update your original answers given in the Launch step, select Edit Info. A list of all the Launch Form questions will open so you can edit them. Once you've updated the document using Edit Info, the document may update and generate a new version, and you may need to seek reapproval from those who have already approved. |
The draft document has not been shared yet. |
Update Document |
If you want to update content that was not entered in the Launch step or need to upload an updated Word or PDF document to replace the current version, you can click Update Document to upload the latest version.
NOTE
After uploading a new version, Edit Info will no longer update sections in the draft document populated by Launch form answers.
|
The draft document has been shared and edited outside of Ironclad. |
Ironclad Editor |
If you want to delete or add to the draft document text within Ironclad, you can do so using Ironclad Editor. All changes are tracked and may require internal approval. This requires Standard seat type permissions. Requester/Viewer seat types may not see these options, depending on how your administrator has configured your permissions. |
You want to make minor changes to the contract. |
Sign Step
- Choosing when to Send for signature to initiate the eSignature process
- Confirming any partial or fully signed packets that have been uploaded via the Upload Signature Packet button (accessible to all internal participants of the workflow)
- Managing signers and signing order
- If contracting on external paper, placing eSignature tags on the document before sending
- Adding eSignatureCCs to those who need to be notified but are not actively participating