Delete Duplicate Records

This article will walk you through how to delete duplicates in import projects and the Dashboard.

Duplicates are records that contain an identical signed document, visually and structurally—not just in content. The original record is the first one created in the Repository view of the Dashboard. All subsequent records sharing the same document contents are treated as duplicates.

Ironclad identifies duplicates by comparing the uploaded document against the uploaded document in other records. This process looks for exact matches. Even minor differences, such as an added blank page, formatting variation, or file structure change, will result in the document not being flagged as a duplicate.

Additional documents on a record (including PDFs generated by Smart Import from an uploaded Word document), Ironclad properties, and file names are not used to classify duplicates.

For example, if two documents appear similar but one has an extra blank page or slightly different formatting, Ironclad will not consider them duplicates. However, if you have identical documents with different file names or properties, Ironclad will still classify those documents as duplicates against the uploaded document in other records and the signed document in archived workflows.

Delete Duplicates in Import Projects

Required Permissions: Ability to import records into Repository

1. Click on the Imports tab.
2. Select the import you want to edit from the Imports section located on the left.
3. Click the Delete Duplicates in Import button.
4. Verify you want to delete all of the duplicates. If there are duplicate records you want to keep, deselect them before deleting the other duplicates.
5. Click Delete Duplicates.

Delete Duplicate Records on the Dashboard

Required Role: Administrators

1. Click on the Dashboard tab.

2. Select the Duplicates view located on the left.

   

3. Click the Delete Duplicates button.

   

4. Verify you want to delete all of the duplicates. If there are duplicate records you want to keep, deselect them before deleting the other duplicates.

5. Click Delete Duplicates.