Create and Manage Clickwrap Groups

Create a Clickwrap Group

1. On your Clickwrap Dashboard, click Create Clickwrap located in the top right. The guided Clickwrap wizard displays.
2. Rename your Clickwrap by clicking the name located in the top left corner. The default name is Untitled.
3. Select the template(s) you want to include in the Clickwrap Group. All of the templates you select will be a part of the agreement displayed for your users to accept. Templates must be set to Public to be available to use in Clickwrap Groups. To set a template to public:
   1. Click the Templates tab in your top navigation bar.
   2. Locate the template you want to update.
   3. Verify that Public is toggled on in the right left column.
   4. Return to your Clickwrap Group draft and retry.
4. To adjust the order in which your templates will be presented to your users, under Selected Templates on the left, drag and drop the template names to reorder them.
5. Click Next located in the top right corner of the step.
6. Select how your agreement will be displayed on your site or app. There are two options:
   1. We’ll let Ironclad handle it: An Ironclad SDK snippet will be rendered to load the agreement.
   2. We’ll handle it: Your technical team can render the agreement with their own HTML or snippet.
      1. If you select We’ll let Ironclad handle it, you must select the agreement's display style. There are five options:
         • Display in Full: Display the entire contract on the page.
         • Scrollable Container: Display the entire contract inside of a scrollable container.
         • Scrollable Contract with Form: Display the entire contract, along with a form to collect signer information.
         • Checkbox Per Template: Display an individual checkbox and acceptance language for each template. This option is not recommended as best practice.
         • Combined Checkbox for All Templates: Display a single checkbox with combined acceptance language for all templates. This option is not recommended as best practice.
7. Toggle Force Scroll on or off to define whether or not your users are forced to scroll to the bottom of the template before accepting the agreement.
8. In the Acceptance Language field, enter the acceptance language that will be displayed next to the checkbox on your agreement, or leave the default language provided.
9. Click Next located in the top right corner of the step.
10. Select Which Templates should be shown? There are two options:
    1. Show all Templates: Shows all templates, regardless of signer acceptance.
    2. Show based on acceptance: Only shows a template if the signer hasn’t accepted the newest version.
11. Choose your rendering style. There are two options:
    1. ASAP: Ironclad snippet will render your clickwrap as soon as possible.
    2. Manual: You’ll handle rendering with your own code by calling displayRequired().
12. Select which events you want to send:
    1. Send an “agreed” event if a signer check the box.
    2. Send a “disagreed event if a signer unchecks the box.
13. Configure your email preferences:
    1. If you would like to send a confirmation email out, including a copy of the accepted agreement, toggle on Send Confirmation Email.
    2. If you would like to alert a specific teammate to the acceptance of an agreement, toggle on Send Notification Email and enter their email or a distribution list.
14. Click Next located in the top right corner of the step.
15. Set your Clickwrap Group Key. This should be a key that easily identifies the Clickwrap Group you just created.
16. Click Publish. You are taken to your Clickwrap Group’s Details page, where you can see a summary of all the settings you just configured.
17. Click the Embed tab to access all of the code snippets required to load your Clickwrap Group into your site or app. These code blocks can easily be copied using the Copy button to the right of the snippet. Paste into your site or app’s backend code, and your Clickwrap is ready to be accepted.

Build a Snapshot for a Clickwrap Group’s Location

Clone a Clickwrap Group

1. Click the Clickwraps tab located at the top.
2. Locate the group you want to clone and click the three stacked dots located on the right of the group’s row.
3. Click Clone Clickwrap.