Q3 2023 Release Notes

 

Smart Detect informs you of metadata changes detected in your document. You are then prompted to change your metadata information to the fields Smart Detect picks up and suggests. If you are interested in signing up for this beta, reach out to Support.

 

 

The workflow Admin Playbooks experience has been refreshed. The functionality has not changed.

 

 

When an Ironclad user is deleted via SCIM, we now automatically reassign all of their associated workflows to your default company admin. This prevents workflows from getting stuck or lost. Your admin can then reassign and delegate workflow tasks to other team members in Ironclad.

 

 

The Lifecycle Preset is a library of fields, conditions, and questions that you can add to your workflow configurations for Ironclad to track your contract statuses automatically. This feature is currently available to new customers. It will be enabled for existing customers in Q4.

To learn more about this feature, refer to Use the Lifecycle Preset in Workflow Designer.

 

 

Admins can archive, pause, and cancel workflows. Owners can pause and cancel their workflows. Archivers can archive their workflows. This new admin functionality enables admins to clear out old workflows to keep the Dashboard clean for everyone.

 

 

You can edit your documents directly in Microsoft Word instead of having to download/upload your documents. When you save a document in Word, it automatically adds a new version to Ironclad. 

 

 

This feature provide users a mechanism to pull in new version updates from other newly published documents. You can see any changes made to the document that you may want to include in the newest version, as well as ignore all updates and simply upload the latest version.

 

 

Response options on launch forms can be displayed conditionally based on a condition elsewhere in the form or workflow. This allows you to surface only necessary options to end users based on the way your workflow is configured.

 

 

Workflow Reporting API (Activity Export API) endpoints are now available. They include: 

• POST /v0/export
• GET /v0/export/:jobId
• GET /v0/export/:jobId/download/:exportUrl

 

 

Search for a specific clause or Playbook, and change the order in which Playbooks are displayed in workflows. 

Admins and users can change the Playbook Clause List view to sort by order of priority (default), alphabetical order, or the order in which the clause appears in the document. 

 

 

Playbook positions can include simple text styling in templated clause language, including bold, italicized, and underlined templated language. 

 

 

Signature coordinators who are also signers, but not admins, can now change who the signature coordinator is on a workflow. This applies to all eSignature providers that integrate with Ironclad. 

 

 

In Users & Groups, you can now view how many users of each type (e.g. Administrators, Standard, Requestors) are in your company and filter by seat type in the user list. 

 

 

Requesters can have “view” access to any or all record types. Previously in product this was triggering Standard.

Edit record access or view all Workflows triggers Standard.

 

 

In a workflow configuration, you can now conditionally loop in groups to gain access to its workflows in-flight and their resulting records. 

 

In a workflow configuration, tag fields, including formula fields, in launch form help text that will automatically update in real-time as users modify form input. 

 

Users have granular control over setting up contract reminders, allowing users and organizations to keep all stakeholders in the loop around all key contractual dates.

Users will now be able to:

• Change the cadence of the contract reminders to suit their needs
• Base contract reminders on specific days/dates or on record properties for granular delivery
• Send reminders to property types as reminder recipients (workflow owners, counterparties, etc.)
• Include up to 5 properties in the contract reminders and sort the records included in the reminder email by one of those properties to ensure that key contracts are always surfaced first.
• Admins can globally manage and configure reminders, including reminders from other users

 

Playbook position labels (e.g. "standard," "fallback," or "custom") have been fine-tuned to be more flexible, so position suggestions are less influenced by documentation formatting, headers, and sub-headers. 

 

You can now view and download partially signed documents at the Sign step of a workflow when at least one signer has signed. 

 

 

If you are integrated with AdobeSign, at the Sign step of a workflow, the in-app sign option's verbiage has changed from "Review and Accept" to "Review and Sign."  

 

Previously, when a user logged into Ironclad Clickwrap through their SSO provider, they had to have been invited to to Ironclad Clickwrap prior to attempting to login. Now, when the user logs into Ironclad Clickwrap through their SSO provider, they do not have to have been invited to Ironclad Clickwrap beforehand. 

 

The React SDK has been updated to default the allow_disagreed variable's value to whatever is indicated in the published Clickwrap Group, if not passed client-side. 

 

In the Clickwrap classic experience's Activity log, signer activity search is no longer case sensitive. 

 

In a workflow configuration, you can now conditionally set the signature/acceptance method to eSignature, Wet Signature, or Click-to-Accept. 

 

There is now a dedicated API to simultaneously import multiple contracts into the Repository. 

 

You can now track eSignature Provider as a record property and workflow attribute, which means you can search for it in Repository and create metrics based on it in Insights. 

 

The related record search uses the superset of permissions to define which results are shown when a user is a part of two different groups. Previously, the related record search used the most restrictive record permissions of the two groups.

 

You can highlight text in your documents and tag it as one of the 175 clauses Ironclad AI detects, in case the AI missed the clause, or in order to edit the text highlight.

You can also highlight text to save it as a clause. You can select areas across multiple pages and the text in the selected area will be saved as the clause language.

 

You can email contracts to add them to the Repository with Smart Import. Your company has a unique email address that allows users to send contracts as an attachment to be imported into Ironclad using Smart Import to identify properties and clauses.

 

This release includes various usability improvements for Playbook end users in workflow and editor experiences while using Playbooks. This includes:

• Workflow page alerts
• Playbook usages have quick link to Playbooks
• Playbook usage alerts list the clauses that requires review for improved clarity and transparency
• Editor UI updates to ‘missing usages’ to reduce user friction when using Playbooks

 

Occasionally, DocuSign documents could not be recovered after an outage depending on the order of operations a signer took. This update retries Docusign's signature handler sync to prevent this whenever possible.

 

You can bulk export Clickwrap activity metadata and associated records of acceptance for contracts executed within the past 365 days (one year).

To learn more, refer to Bulk Export Clickwrap Activity.

 

We have updated hidden launch form sections in Workflow Designer to allow populating questions in hidden sections upon the initial launch form submission, and those questions will still remain hidden.

 

 

Tables can now handle null attribute values without causing errors in column formula computations where they are used.

 

Partial matches will now be shown as a result with related search terms with greater reliability (i.e. ‘Iron’ returns records with ‘Ironclad’ or ‘book’ returns records with ‘playbook’).

 

There is now a dedicated API to simultaneously import multiple contracts into the Repository. 

 

The user experience and interface for clause prediction is now more aligned with that of field detection, providing you with a snippet of each suggested clause and allowing you to jump between clause predictions faster.

 

There is now a single permission to administer users and groups, including:

 

 

This feature allows API users to use filters (equals(), contains(), and(), or()) for workflows and records for queries.

 

We have added CLM Webhooks for key Sign-step actions for all signature providers, allowing greater control over the following Sign actions:

 

Previously, when you selected external links in a Clickwrap Group's Guide, it replaced the guide. Now, it opens in a new tab.

 

When embedding Clickwrap using the React SDK, you can now add a Snapshot Location to associate to the Clickwrap agreement so that Snapshots are automatically tied to Clickwrap agreements.