Getting Started
Notifications
Groups and Permissions
- Manage Users
- Manage Admin, Standard, and Requester Users
- Manage Admin, Standard, and Viewer Users
- Change Repository Group Permissions from Record Type to Per Record
- Bulk Edit Repository Permissions
- Common Repository Permission Configurations
- Repository Permissions Overview
- Manage Groups
- Administrator Role Overview
- Group Permissions Overview
- Transfer Workflow Permissions to Resulting Records
The Basics
- Set Your User Status
- Migrate Content From Another CLM Provider
- Add/Remove Your Company's Logo
- Ironclad AI Assist FAQs
- AI Assist Overview
- Ironclad AI Overview
- Ironclad ID Overview
- Ironclad Products Overview
- Getting Started: Contract Requestor
- Advanced Dashboard and Repository Search
- Reassign Workflows in Bulk
- Export Workflows From Your Dashboard
- Dashboard Overview
- Use Turn Tracking
- Launch a Workflow
- Welcome to Ironclad
- Pause and Resume Workflows
- Increase Security on Ironclad Using Email Verification
- Manage Views in the Dashboard
- How to Sign In
Platform Management
Platform Management
- Upcoming Scheduled Maintenance
- Log into Ironclad Academy
- Ironclad Account Offboarding
- Migrating from LE Builder to Workflow Designer - Product Comparison Chart
- Ironclad Help Center Migration Link Mapping
- Ironclad's Public IP Addresses
Ironclad Clickwrap
Ironclad Clickwrap Basics
Account Administration
- Update Account Settings
- Add a New Site
- Update Your Site's Properties
- Switch Sites
- Sandbox Sites
- Dashboard Overview
- Menu Overview
- Manage Clickwrap Users
- Handle an Invalid CSRF Token Error Message
Templates
- Templates Overview
- Template Versions Overview
- Create and Manage Templates
- Use the Clickwrap Editor
- Create Dynamic Templates
- Create Advanced Conditional Logic
- Create Dynamic Tables
- Troubleshoot Templates
Clickwrap Groups
- Clickwrap Groups Overview
- Create and Manage Clickwrap Groups
- Clickwrap Guides Overview
- Troubleshoot Clickwrap Groups
- Clickwrap Acceptance Confirmation Email
- Virtual Groups Overview
Snapshots
- Snapshots Overview
- Snapshot Automation Overview
- Manage Snapshot Locations
- When Should You Create A Snapshot Location?
- Manage Snapshots
- When Should I Generate a Snapshot?
- Capture Snapshots with Emulation (Command Builder)
- Capture Snapshots with the Clickwrap API
Legal Centers
- Legal Centers Overview
- Manage Legal Centers
- Customize Legal Centers
- Create Additional Legal Centers
- Tips to Configure Templates for the Legal Center
- Set Up Legal Center Custom Subdomain
Records and Evidence Management
- Bulk Export Clickwrap Activity
- CLM Record Sync Overview (Unified Repository)
- Manage CLM Record Sync (Unified Repository)
Classic Experience
Contracts
- Contracts screen
- Creating your first Contract
- Logic in Contracts
- Making a Contract Public
- Preparing a Standardized Contract
- Publishing a Contract
- Templates in The New PactSafe
- Tokens and fields
- Tokens quick start
- Versions (major versus minor)
- Assigning Signer Roles to fields in a Contract
- Adding tags and other properties to Contracts
- Adding a Signature Block to a PDF Contract
- Formatting and adding fields to Word Contracts
- Deleting a Contract draft or whole Contract
- Create Dynamic Tables (Classic Experience)
- Create Dynamic Contracts (Classic Experience)
- Create and Manage Contracts for Ironclad Clickwrap (Classic Experience)
- Create Advanced Conditional Logic (Classic Experience)
- Contract status
- Contract Admin Troubleshooting
- Cloning Contracts
Requests
- PactSafe Approvals
- Reviewing Signer activity on a Signature Request
- Revising a Contract after it's been sent
- Revising a Contract you already sent
- Sending Requests for Contract Signatures Overview
- Sending your first Contract for Signature
- Signature Request status
- Signature Request Troubleshooting
- Signature Requests screen
- Supporting Files
- Uploading Contracts as you send a Signature Request
- Assigning Fields to a Signer
- Using text messages to send Signature Requests
- What does signing order do?
- Letting Signers delegate signing responsibility to someone else
- Identity confirmation: what is it and why should I use it?
- How do I record hard-copy signatures in PactSafe?
- Finding the right Contract to send
- Copying a Request link to send your Signer
- Comments
- Collaborating on a Request with Comments
SmartPacts
Groups
- Can I disable the "I Agree" button or checkbox until the person reading the Contract has scrolled all the way to the bottom?
- What does it mean to "Force scroll"?
- Why do I need Groups?
- Is a Clickwrap or Click-through agreement legally binding?
- Hosting Options for Your Contract
- Groups Troubleshooting
- Group styles
- Displaying Contracts on your website
- Creating and managing Groups
- Configure your Group to get started
Legal Centers
- Legal Centers Overview (Classic Experience)
- Manage Legal Centers (Classic Experience)
- Set Up a Legal Center Custom Subdomain (Classic Experience)
- Customize Legal Centers (Classic Experience)
- Create Additional Legal Centers (Classic Experience)
- Tips to Configure Contracts for the Legal Center (Classic Experience)
Signers and Activity Log
Account, Sites, and Users
- Profile & Settings menu
- Adding a new Site
- Setting up development environments in PactSafe
- FAQs: The New PactSafe
- Switching Sites in PactSafe
- Updating your Account Settings
- What are all these {{{things}}} in my Email Templates?
- What is a Site?
- Why customize PactSafe emails
- Invalid CSRF token error message
- How to update your Site properties
- How to invite Users to your Site
- Emails from PactSafe
- Emails Explained: Signer Activity Notification
- Emails Explained: Signature Request Expired
- Emails Explained: Signature Request Complete
- Emails Explained: Send Signature Request
- Customizing the email address your PactSafe emails come from
- Customizing Email Templates
- Changing Sites
Clickwrap Integrations
- Getting Started with PactSafe for Salesforce
- Mapping Salesforce Fields to PactSafe
- Salesforce mapping cheat sheet
Ironclad Signature
Ironclad Signature
- Ironclad Signature Compliance
- View Ironclad Signature Usage
- Ironclad Signature Email Notifications
- Ironclad Signature's Sign Experience
- Configure Ironclad Signature
- Upgrade to the New Ironclad Signature
Workflow Designer
Workflow Configurations
- Workflow Designer Preview Mode Overview
- Use the Lifecycle Preset in Workflow Designer
- Workflow-Assigned Roles and Responsibilities
- Move a Workflow Configuration Between Demo and Production Environments
- Workflow Library Overview
- Configure Workflows to Create Contract Relationships
- Workflow Configurations Overview
- Create a Workflow Configuration from a Template
- Manage Workflow Configurations
- Workflow Library Overview
- Paper Source Overview
- Format Microsoft Word Documents
- Manage Version History
- Use Sandbox Mode
- Manage Renewals in Ironclad
- How to Build a Workflow Using Workflow Designer
- Workflow Designer Preview Mode
- Custom Email Configuration on Workflow Designer
Document Tab
- Common Formula Use Cases
- Default Workflow Properties
- Fields and Conditions Overview
- Document Tab Overview
- Manage Multiple Documents
- Playbooks Overview
- Manage Template Tagging
- Tables in Workflow Designer
- Formulas Overview
- Manage Formulas
- Handle Formula Errors
- Create a Conditional Clause in Workflow Designer
- Searchable Workflow Designer Record Properties
Create Tab
- Customize Form Fields in Workflow Designer
- Create Tab Overview
- Form Types in Workflow Designer
- Configure Workflow and Record Access in Workflow Designer
- Add a Counterparty Form
- Types of Form Fields in Workflow Designer
- Signature Form Fields Overview
- Enable Autocomplete for Launch Form Questions
- Lock Fields in Workflow Designer
- Use Hyperlinks in Your Launch and Counterparty Forms
- Advanced Conditions Use Case
- Manage Related Records in Workflow Designer
Review Tab
- Review Tab Overview
- Configure Approvers
- Build Conditional Role Assignments
- Manage Download and Share Document Permissions
- Customize Default Email Templates for Shared Documents
Sign Tab
- Sign Tab Settings in Workflow Designer
- Configure Signatures
- Signature Coordination Overview
- Configure Signature Coordinators
- Enable Signature Reassignment
- Configure Reply-To Name/Email on DocuSign Signature Request Emails
- Add File Attachments to Signature Packets
- Link CLM and Clickwrap to Utilize Public Workflows and Click-to-Accept
- Use Public Workflows
- Use Click-to-Accept
- Customize Emails for Public Workflows and Workflows with Click-to-Accept
- Troubleshoot Sign Step Issues
Archive Tab
- Understanding Archive
- Record Type Overview
- Manage Archive Record Properties
- Manage File Names and Paths
- Enable Auto-Archive in Workflow Designer
Workflows
Dashboard
Collaboration and Negotiation
Document Editing
- Merge Document Versions
- Customize Track Changes Colors in Ironclad Editor
- Use Ironclad Editor
- Manage Ironclad Editor Permissions
- Manage Internal and External Comments on Ironclad Editor
- Update a Workflow's Metadata and Documents
- Compare Document Versions
- Convert a PDF Document to DOCX
- Cancel Signature Collection and Make Additional Edits
- Ironclad AI Playbooks Overview
- Use Ironclad AI Playbooks
- Ironclad Playbooks FAQ
Workflow Collaboration
- Build a Playbook
- Upload Multiple Documents in the Review Step
- Troubleshooting: Unable to Share Workflow Documents
- Add Turn Tracking Tags to Document Versions
- Activity Feed Overview
- Smart Detect Overview
- Share Documents
- Reassign/Add Approvers to In Progress Workflow
- Leave Comments in the Activity Feed
Counterparty Collaboration
- Ironclad Connect Overview
- Ironclad Connect FAQs
- Invite Counterparties to Ironclad
- Configure Counterparty Invitation Permissions in Workflow Designer
- Best Practices: Collaborate with Counterparties in Ironclad
- Welcome to Ironclad for Counterparty Invitees
Reporting
Signature Collection
- Revert a Workflow to the Review Step
- White Ink in eSignature Contracts
- Manage Signatures During the Sign Step
- Reassign Signers for eSignature Integrations
- Sequential Signatures Overview
- Collect Signatures Online
- Upload Signed Documents
- Send Private Messages and Add CC Recipients
Archive
Repository
Repository
- Repository Metadata Naming Best Practices
- Manage Repository Records
- Smart Import Contracts to the Repository via Email
- Tag Records with Clauses
- Contract Status and Contract Lifecycle Overview
- Import Documents to the Repository with Standard Import
- Updating Repository Metadata Externally
- Migrating your Repository to Ironclad
- Search Repository Records
- Delete Duplicate Records
- Use Bulk Actions in the Repository
- Share Repository Information
- Contract Relationships Overview
- Create and Edit Contract Relationships
- Common Contract Relationship Use Cases
- Smart Import Overview
- Use Smart Import
Insights
Insights
Integrations
Netsuite
OneTrust
API
Cloud Storage
Coupa
- Set Up Mappings for Coupa Integration
- Ironclad Coupa Configuration Example
- Set Up Workflows for Coupa Integration
- Coupa Integration Overview
- Set Up Coupa Contract Sync
- Use Custom Fields and Easy Forms in Coupa Integration
- Set Up Your Coupa Instance
- Manage Purchase Order Changes with Requisition Sync
eSignature
Salesforce
Basics
- Manage Salesforce Permissions (Version 3.0 and Above)
- Set Up The Ironclad Documents Lightning Component
- Set Up The Ironclad Messages Lightning Component
- Modifying an Existing Authorization Token in Salesforce
- Salesforce Integration Overview
- Salesforce New Installation Guide
- Manage Salesforce Permissions (Legacy Packages 2.4 and below)
- Salesforce Integration FAQ and Troubleshooting Guide
- Troubleshoot Ironclad Integration Errors
Salesforce Best Practices & Recipes
- Troubleshooting: Unblock Ironclad OAuth Requests in Salesforce
- Salesforce CPQ Product Mapping Overview
- Salesforce CPQ Product Mapping Examples
- Salesforce CPQ Product Mapping FAQs
Upgrade Salesforce Integration
Record Sync
Workflow Launch and Workflow Sync
- Configure Additional Workflow Launch Permissions
- Configure Workflow Status Path Component
- Configure Salesforce Lookup Relationship
- Enable Salesforce Workflow Sync
- Launch Workflows from Salesforce
- Set Up a New Workflow Launch from Salesforce
- Embed a Workflow Launch in Salesforce
Refresh Mapped Salesforce Data in Ironclad
- Refresh Mapped Data in an Ironclad Workflow Overview
- Add the Flow Action to Your Salesforce Flow
- Manually Refresh Salesforce-Mapped Data in an Ironclad Workflow
- Create an Automated Sync Based on Opportunity Stage Change
- Create an Automated Sync Based on CPQ Quote Update
Configure Ironclad Workflow Object's Page
- Configure Additional Salesforce & Ironclad Workflow Permissions and Guidance (Versions 2.30+ and above)
- Add an Ironclad Authorization Token to Salesforce
- Complete Ironclad Approvals in Salesforce
Legacy Salesforce Integration
- Upgrade from the Early Access Salesforce Package to the Official Release
- Salesforce Integration Overview (Legacy)
- Upgrade the Ironclad Salesforce Integration
- Connect a Workflow to Salesforce (Legacy)
- Configure Salesforce Workflow Sync (Legacy)
- Launch Workflows from Salesforce (Legacy)
- Use Salesforce Record Sync (Legacy)
- View Multiple Ironclad Workflow Records Tied to a Common SFDC Source Record (Legacy)
SCIM
- Use Okta SCIM in Ironclad
- Provision Users with Azure SCIM
- Provision Users with OneLogin SCIM
- Supported User Attributes
SSO/SAML
- Set Up ADFS SSO/SAML Integration
- Set Up Azure SSO/SAML Integration
- Set Up Generic SSO/SAML Integration
- Set Up Okta SSO/SAML Integration
- Set Up OneLogin SSO/SAML Integration
- User Reference Chains Overview
- Troubleshoot SSO/SAML Integrations