This article will walk you through how best to prepare your templates for upload and use the Ironclad Clickwrap editor.
The Ironclad Clickwrap editor is a WYSIWYG responsive editor that offers a variety of tools and formatting options to prepare your templates for publishing. When you upload your Word contract document to the editor, the DOCX file converts to an HTML file. A helpful framework is that HTML is to Word (DOCX) files as CSV is to Excel files. The conversion takes away the Microsoft Office formats to just keep the data for accessibility.
This enables your team to view exactly how your template will be presented online as part of a Clickwrap agreement or in your Legal Center, as well as view and edit the HTML behind the template.
View HTML Template Benefits
- HTML is a universal language for web design. Converting Word documents to HTML ensures your contracts can be rendered in a way that is most presentable when hosted in an online page.
- HTML is most flexible to integrate with your product and web design teams for a Clickwrap implementation, as opposed to using a PDF file that may not render fully in a digital experience.
- HTML makes it easier to present terms on both desktop and mobile web browser layouts.
- HTML is easiest to work with in order to align with your company’s design guidelines, CSS, etc.
Because a file conversion occurs through the upload process, some formatting discrepancies may occur in your template. This article will share best practices and guidance on how to prepare your templates and use the editor once your document is uploaded.
The following best practices help prepare your contract document in Word if you use our recommended “Upload Document to Ironclad Clickwrap” path. If you choose a different upload method, formatting may be lost in the translation and we recommend all formatting to occur in the Clickwrap editor post-upload.
- Primarily focus on the verbiage and accuracy of your terms. Please only spend time formatting based on our recommendations below. The rest of formatting should occur in the Clickwrap editor post-upload.
Note: In some scenarios, fonts, colors, and additional formatting aspects of your document will not convert when you upload your document to Ironclad Clickwrap. Consider the following that may occur when you upload your document:
- Ordered and unordered lists may not be maintained.
- Bookmarks will either be removed or no longer contain the right link.
- Line spacing may not be maintained.
- Images may be lost.
- Headers and footers will not be maintained.
- Headings may not retain font family or styling (bold, underline, italicize).
- Change ordered lists to the decimal format (e.g. 1., 1.1, 1.2, 1.2.1, …) or ensure that the ordered list only has at most one indent (e.g. 1., a., or 1), a.). Refer to the Ordered and Unordered Lists section below to view the options.
- Remove any bookmarks or anchor links. These will not be preserved in the upload process, use Table of Contents and Anchored Lists to adjust them to be correct.
- Move any important verbiage from your headers and footers to the body of your document. Headers and footers in your document will not transfer to the template through the upload process.
- Remove any references to page numbers. Page numbers in your document will not transfer to the template through the upload process. This is because there are no page breaks in the template as your counterparties view the terms online.
Upload Document to Ironclad Clickwrap
The best upload method to maintain as much formatting as possible from your Word document to your template in Ironclad Clickwrap is to copy and paste the document body into the editor. This method only works if you are in Microsoft Word on a computer, not Sharepoint.
- In your Word document, copy the entire document body to your clipboard.
- In the top navigation bar, click Templates.
- Click Create New located in the top right.
- Click Start Editing.
Paste the document body from your clipboard into the editor. You will be presented with a modal – click Keep. The majority of your formatting should remain, with the exception of table formatting and bookmark links.
Format Templates in the Editor
In some scenarios, fonts, colors, and additional formatting aspects of your document will not convert when you upload your document to Ironclad Clickwrap. Consider the following that may occur when you upload your document:
- Text font may have revert to Heebo size 14.
- Text colors and highlights may be removed.
- The [Tab] character will be removed.
- Table formatting will be removed.
- Ordered and unordered lists may revert to a 1., a., 2., ... format.
- Bookmarks will either be removed or no longer contain the right link.
Use the editor to format your template prior to publishing. Edits automatically save in the editor, as indicated by the Save button in the upper right corner. You can also manually save by clicking the Save button.
After you have edited your template to your liking, publish the template version. Upon publishing, the new version will automatically show in the Legal Center and within any Clickwrap agreements you have in your environment as part of a Clickwrap Group.
Note: Once you publish a template version, it cannot be unpublished.
Font Types and Sizes
Using the recommended upload process will preserve your font family (if you used any of the supported fonts), your font size, your text color, and highlights. If you didn’t use the recommended process, the font may revert to the default set in the editor.
To adjust the font to your organization’s requirements, follow the steps below:
- Highlight the text you wish to format.
- Click the font family button and select your desired font family.
- Click the font size button and select your desired font size.
You can also assign a heading style to your text with the paragraph format button.
Ordered and Unordered Lists
Depending on your upload process, your ordered and unordered lists’ formats may be slightly altered. The editor offers a variety of list styles you can choose from.
The following ordered list formats are available with the editor:
You can also style individual list items. For example, the following list is the Default style, except the third subitem was individually edited to be the Lower Roman style, and the fourth subitem was individually edited to be the Upper Alpha style:
If your contract document contains decimal ordered lists (e.g. 1.1, 1.2, 1.2.1, …), consider the following options:
- Change the format to one of the options provided by the editor, listed above.
- Manually number the list items in the decimal format.
- Use the downgraded Clickwrap editor. Follow the steps below:
- Hover over the three dots next to the Publish button, then select Use Classic Editor.
- Highlight the list you wish to format.
- In the right hand panel, click the formatting icon. Select Decimal as the Numbering Style, then click Apply Outline Formatting.
- Save your changes. Note: In order to maintain the decimal list format, you must publish your template version while in the downgraded editor. If you return to the upgraded editor, the decimal format will revert to the original.
The following unordered list formats are available with the editor:
If your document contains tables, table borders and other stylistic elements must be re-applied in the editor after upload.
Click an individual cell in the table to style it. To apply styling to multiple cells, or the entire table, select one cell, hold the shift key, and select the remaining cells. The table formatting menu will appear.
Refer below to learn more about each table formatting option.
1. Table Header
|Add a heading row to the table.
2. Alignment (horizontal)
|Set text alignment (horizontal) to left, center, right, or justify.
|3. Alignment (vertical)
|Set text alignment (vertical) to top, middle, or bottom.
|4. Cell Background
|Apply a cell background color. Select one of the default options or enter a HEX code, and click OK.
|5. Border Styles
Apply a border style, width, and color to cell or table borders. You can choose to apply the formatting to one, multiple, or all borders (top, bottom, left, and right).
Tip: To hide all of your table and cell borders, select Cell borders, ensure all of the borders are selected, select Hidden as the border style, and click OK.
|6. Remove Table
|Delete the table from the template.
|7. Table Style
|Apply dashed borders or alternate rows to your table.
|Merge cells, or split cells vertically or horizontally.
|Insert row above or below, delete a row, or duplicate a row.
|Insert column before or after, delete a column, or duplicate a column.
|11. Repeat Row
|Add an “each” statement to the table to make it dynamic. To learn more, refer to Create Dynamic Tables.
Table of Contents and Anchored Lists
A Table of Contents at the top of your template with links to corresponding sections can make your terms more accessible to your counterparties when they view them in the Legal Center. This is accomplished with anchors in the editor.
Anchors are like bookmarks in a document. When they are applied to a line in the Table of Contents, upon clicking that line, counterparties will be automatically routed to the associated section in the template.
Create and Format the Table of Contents
- Using the editor, add a Table of Contents heading at the top of the template.
- Beneath the Tables of Contents heading, add the names of the template’s sections in your desired style and hierarchy.
Create and Apply Anchors to the Table of Contents
- Scroll down to and highlight the first section of the template.
- Click Set Block Anchor.
- Enter a name for the section’s anchor in your desired naming convention, then select OK.
Note: The anchor name must be completely unique across all templates in your site.
- Scroll up to the Table of Contents and highlight the corresponding section’s name.
- Click Insert Link.
- In the URL field, enter a pound sign/hashtag, then the anchor name. Click Insert.
- Repeat steps 1-6 for the remaining sections in the template.