Q4 2023 Release Notes

• Comments and emails
• Documents
• Properties
• Approvals

This feature is currently available to select customers. If you are interested in using this feature, please reach out to your Ironclad representative.

You can restore a previously published version of a template.

To learn more about restoring a previous published version of a template, refer to Create and Manage Templates.

Currently, when you add an ad-hoc approver, the default name is "New Approver". You can now name, edit, reassign, and reuse the same approver for multiple ad-hoc approvals.

To learn more about ad-hoc name customization, refer to Reassign/Add Approvers to an In Progress Workflow.

This feature is currently available to select customers. If you are interested in using this feature, please reach out to your Ironclad representative.

In the new Clickwrap experience, you can now archive templates. This means that they will no longer be available to use in groups, access through search, or display in legal centers.

To learn more about archiving a Clickwrap template, refer to Create and Manage Templates.

You can download a PDF version of your Clickwrap template. 

A few default settings in Workflow Designer have been updated. The updates include:

• A default company signer is automatically added.
• On the Launch Form, the signer name fields come before the signers email fields.
• A default counterparty section with counterparty questions is added by default to the Launch Form.

You can now configure Playbooks to target specific document templates or allow Playbook positions to be displayed when a Workflow Designer condition is met.

To learn more about conditional Playbooks, refer to Use Ironclad AI Playbooks.

You can create or train a new clause to use in AI-powered features by simply creating a clause and adding a name, description, and providing a few examples of clause text to start training a new clause. You can start with 1-2 examples to get started and add/delete examples at any point in time.  

To learn more about creating custom clauses, refer to Custom AI Features Overview.

This feature is being rolled out incrementally. You may see changes to your environment in the coming weeks. No action is required.

Is Ironclad AI not accurately detecting your clause? You can manually train Ironclad AI to detect your contract language by providing a few examples of each clause.

To learn more about training existing clauses, refer to Custom AI Features Overview.

This feature is being rolled out incrementally. You may see changes to your environment in the coming weeks. No action is required.

This feature is currently available to select customers. If you are interested in using this feature, please reach out to your Ironclad representative.

There is a new default Insights template under “Productivity” that enables you to analyze median execution time for your contracts by signature provider.

The company switcher has been moved to the top right corner. Your user dropdown will now be solely represented by your icon instead of both your name and icon.

The OneTrust integration enables you to easily pull details on existing vendors from OneTrust and into Ironclad. You can then create a new contract in Ironclad based on the information you pulled over.

The errors for Snapshots in Command Builder have been improved to include more granularity.

The company switcher has been moved to the top right corner. Your user dropdown will now be solely represented by your icon instead of both your name and icon.

You can star a workflow on the Dashboard or directly on the workflow. The workflow is then added to the Starred tab located on the left sidebar of the Dashboard.

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

The "onChecked" and "onUnchecked" events are now available via the ReactSDK. Previously, they were only available if you were leveraging the JavaScript snippet.

You can now add subsidiary information as you verify your Smart Import records. This teaches the AI to instantly recognize those subsidiaries and disregard them from the counterparty name. When you add a subsidiary during Smart Import, all predictions in the current import are updated and all future imports will also respect the learned rule.

You can also add addresses to these subsidiaries to keep the counterparty addresses accurate.

To learn more about this feature, refer to Use Smart Import.

You can use filters on the Dashboard to find workflows that have not been updated in X or more days. For example, you can filter to find all of the workflows that have not had an update in the past year so you can use bulk actions to cancel them.

You can select all of the workflows on the Dashboard by clicking the checkbox located next to the Workflow Name column at the top.