This topic will walk you through how to bulk export Clickwrap activity metadata and fully rendered records of acceptance.
You can bulk export Clickwrap activity metadata and associated records of acceptance for contracts executed within the past 365 days (one year). After the metadata export is complete, you will be emailed a link to download a CSV with the requested activity metadata. Each row includes the metadata for a single template per counterparty signer, regardless of if the template was displayed with additional templates within the Clickwrap group.
If you include PDFs in your export, the email will also include a link to download a ZIP file. Each PDF record includes the standard Clickwrap cover page, and fully rendered template.
Consider the following as you prepare to export:
- Standard, connection, and custom data can be included in the .CSV export. Render data cannot be included in the export, but it will be used when generating the rendered record of acceptance (PDF). To obtain render data, export via the API directly.
sent,visited, andagreedevent activity is included in the CSV file, but only PDF records for fully executed contracts (associated withagreedevents) are generated and exported.- Download links are valid for seven (7) days.
- Bulk exports are available in the new Clickwrap experience (not classic).
- You can optionally fire a webhook when the export is complete.
- Contact Ironclad Support if you need to bulk export contracts executed before 365 days.
Enable Export User Permission
Required Permissions: Admin or Owner
Enable the Export user permission to allow users to bulk export data.
- Click your user icon in the top right corner > Settings > Users. This opens a Classic Experience in a new tab.
- Select a user.
- If the user has access to multiple sites, select the site in which you want to enable the export permission for the user.
- Enable the Export permission and Save.
Bulk Export Metadata and Records
Required Permissions: Export
Bulk export activity metadata and records of acceptance for contracts executed within the past 7 years.
- Click your user icon in the top right corner, then select Export Records.
- Enable Include the executed agreements (PDFs), if desired.
- Select the date range (Start and End) for the export.
- Select the Standard fields to include in the export. ID and Signer ID must be included.
- Select the Connection fields to include in the export.
- Select whether or not to include all Custom fields in the export. Note: You cannot select which custom fields to include.
- Click Export. A single email is sent to you when the export is available to download.
Enable an Outbound Webhook
Required Permissions: Admin or Owner
Enable an outbound webhook to fire when the export is complete.
- Click your user icon in the top right corner > Settings > Integrations. This opens a Classic Experience in a new tab.
- Click Add Hook to create a new webhook. Enter the necessary settings in the URL, HTTP Method, and Secret Code fields.
- If you have an existing webhook, on the Webhooks card, click Details.
- Enable Export Complete and Save.