Use the Clickwrap Editor

Prepare Document

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.

1. In your Word document, copy the entire document body to your clipboard. 
2. In the top navigation bar, click Templates.
3. Click Create New located in the top right.
4. 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.

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: 

1. Highlight the text you wish to format. 
2. Click the font family button and select your desired font family.
   
3. 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.

Ordered Lists

The following ordered list formats are available with the editor:

List Format	Example
Default
Lower Alpha
Lower Greek
Lower Roman
Upper Alpha
Upper Roman

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: 

1. Change the format to one of the options provided by the editor, listed above. 
2. Manually number the list items in the decimal format. 
3. Use the downgraded Clickwrap editor. Follow the steps below: 
   1. Hover over the three dots next to the Publish button, then select Use Classic Editor. 
   2. Highlight the list you wish to format. 
   3. In the right hand panel, click the formatting icon. Select Decimal as the Numbering Style, then click Apply Outline Formatting.
      
   4. 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.

Unordered Lists

The following unordered list formats are available with the editor:

List Format	Example
Default
Circle
Disc
Square

Tables 

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. 

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

1. Using the editor, add a Table of Contents heading at the top of the template.
2. 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

1. Scroll down to and highlight the first section of the template.
2. Click Set Block Anchor.
   
3. 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.
   
4. Scroll up to the Table of Contents and highlight the corresponding section’s name.
   
5. Click Insert Link.
6. In the URL field, enter a pound sign/hashtag, then the anchor name. Click Insert.
   
7. Repeat steps 1-6 for the remaining sections in the template.