This topic will provide you with an overview of the CLM Record Sync feature.
CLM Record Sync
CLM Record Sync allows you to view and interact with executed Clickwrap agreements in your Ironclad CLM Repository. There are a few considerations to keep in mind:
- By default, Clickwrap agreed events (acceptances) are synced into your CLM Repository, but you can disable record syncing for individual templates as needed.
NOTE
Only Click-to-Accept and Embedded Clickwrap acceptances will sync to your CLM Repository. Legacy Clickwrap acceptances will not sync to your Repository.
- By default, Clickwrap records use the Clickwrap record type, but you can change the record type for individual templates as needed. The Clickwrap record type is created automatically when you integrate your Clickwrap and CLM accounts.
- Record names are dynamically created using “Clickwrap - {Counterparty Name}”.
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Clickwrap records in the Ironclad Repository are read-only and cannot be edited or deleted.
Clickwrap Record Data
Clickwrap records are synced with a standardized data set that cannot be modified. Custom activity data (custom_data) will also automatically sync if the Clickwrap Activity Custom Data property sent in the acceptance matches the CLM repository metadata property Key.
For more complex property types, refer to the developer documentation.
EXAMPLE MAPPING
"exampleRecordProperty": "Example Value"
| Standard Synced Clickwrap Data | Type | Description | Mapping Location |
|---|---|---|---|
| Agreement Date | Date | The date of acceptance. | Maps to Created in Clickwrap. |
| Counterparty Signer Email | The email address of the counterparty. | Maps to Signer Email in Clickwrap. If not email address is provided, this field is not populated. | |
| Execution Method | Text (String) | The way the Clickwrap agreement was displayed to signers. | Display in full, Scrollable container, Checkbox per Template, and Combined checkbox for all Templates are type “clickthrough”. Scrollable Contract with form is type “click_to_accept”. |
| Clickwrap Group | Text (String) | The name of the Clickwrap group. | |
| Counterparty Name | Text (String) | The name of the counterparty. | Maps to Company Name in Clickwrap. If no Company Name is provided, Signer Name is displayed. If no Signer Name is provided, Signer Id is displayed. |
| Counterparty Signer Name | Text (String) | The name of the counterparty signer. | Maps to Signer Name in Clickwrap. If no Signer Name is provided, Signer Id is displayed. |
| Link to Additional Documents | URL (String) | A link to download the record of acceptance. |
Note: Render Data (render_data) does not sync to CLM Repository.