Configure Ironclad Signature

Configure Ironclad Signature

Ironclad Signature is an electronic signature (eSignature) provider. Configure Ironclad Signature in your company to allow users to upload and send documents for signature directly from their Dashboard or as part of workflows using Workflow Designer. 

To set Ironclad Signature as your default eSignature provider:

1. Click on your profile icon located in the top right corner of Ironclad. 
2. Navigate to Company Settings > Integrations > Manage eSignature accounts.
3. Select Ironclad Signature from the table of eSignature providers.
4. Click Set as default.

Manage Access at a Group Level

Company administrators can control who can send documents for signature with user level permissions and workflow configurations. For most customers, documents will be sent for signature as part of a workflow. Documents can be immediately sent for signature once all approvals are received, or when manually triggered by a Signature Coordinator.

To manage access at a group level:

1. Click on your profile icon located in the top right corner of Ironclad. 
2. Navigate to Company Settings > Users and Groups > Groups.
3. Click on the group you want to give access to, and then click Configure Group.
4. Update access for the Send Directly for Signature permission:
   • Cannot send directly for signature. This is the default selection. Users cannot send for signature outside of a workflow.
   • Can send directly for signature for any record (current and future). Users can send documents directly for signature. Documents can be stored as any record type available in your company.
   • Can send directly for signature for specific record types. Users can send documents directly for signature. Specify the record types users can store documents as.
5. Click Save.

To confirm, check that users in the group now have two options on their Dashboard: Start a workflow and Upload for Signature. 

• Select Start a workflow to launch a workflow from a workflow configuration. 
• Select Upload for Signature to upload, stamp, and send a document out for signature.

Manage Access at a Company Level

To manage access at a company level:

1. Click on your profile icon located in the top right corner of Ironclad. 
2. Navigate to Company Settings > Settings.
3. Locate the Ironclad Signature section.
4. Toggle on Allow users to upload a contract directly for signature.
5. Click Save.

Use Multiple Signature Providers in One Company Instance

You can use our supported signature provider integrations in addition to Ironclad Signature in one company. You can connect up to 20 external providers and manage them from the Manage eSignature accounts page, where admins can connect, rename, relink, and unlink providers, and set a default provider.

The signature provider used for a signature packet is determined by the workflow configuration. In Workflow Designer, the Sign step lists all connected providers plus Ironclad Signature, and defaults to the company default provider.

To enable an additional signature provider:

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Select the signature provider you want to enable and select Link Account.

Learn more about setting up eSignature providers.

Disable Multiple Signature Providers

You can do this for all signature providers except Ironclad Signature.

1. Sign in to Ironclad.
2. Click your profile icon in the top right corner.
3. Click Integrations.
4. Under Signature & Acceptance, click Manage eSignature accounts.
5. Select the signature provider you want to disable and select Unlink Account.

Signature requests will only be sent from the remaining signature provider.