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  2. Getting Started
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List of Help Center Articles

Getting Started

Notifications

Enhanced Contract Reminders
Configure Repository Contract Reminders
Send Reminders
Common Reasons for Unreceived Email Notifications
Workflow Activity Notifications Overview
Email Notification Triggers

 

Data Management
Improve Data Discoverability
Manage and Optimize Data Schemas
Clean Up Data Schema Models in Ironclad
Plan Your Data in Ironclad
Introduction to Ironclad Data: Key Concepts and Terms

 

Groups and Permissions
Ironclad Permissions Overview
User Seat Types Overview
Create Group with Limited Admin 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
Out of Office FAQs
Set Your Out of Office Status
Email Groups and Aliases in Ironclad
Train AI Custom Clauses and Ironclad AI Clauses
AI Custom Clauses Overview
AI Clauses Overview
Ironclad CLM Error Codes Troubleshooting
Ironclad CLM Translation Overview
Ironclad Glossary of Terms
AI Clauses and AI Custom Clauses Overview
Add/Remove Your Company's Logo
Ironclad AI Assist FAQs
AI Assist Overview
Set Your User Status
Ironclad AI Overview
Ironclad ID Overview
Ironclad Products Overview
Get Started with Ironclad for Contract Requestors
Advanced Dashboard and Repository Search
Reassign Workflows in Bulk
Export Workflows From Your Dashboard
Dashboard Overview
Use Turn Tracking
Migrate Content From Another CLM Provider 
Add/Remove Your Company's Logo
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
Ironclad Clickwrap Overview
Ironclad Clickwrap Terminology
Clickwrap New and Classic Experiences

 

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

 

Classic Experience - 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

 

Classic Experience - SmartPacts
SmartPacts
Creating SmartPacts

 

Classic Experience - 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

 

Classic Experience - 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)

 

Classic Experience - Signers and Activity Log
Activity log
Signers

 

Classic Experience - 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

 

Classic Experience - Clickwrap Integrations
Getting Started with PactSafe for Salesforce
Mapping Salesforce Fields to PactSafe
Salesforce mapping cheat sheet
 
 

Ironclad Signature

Ironclad Signature
Ironclad Signature Overview
Sign with Ironclad Signature
Send for Signature
Configure Ironclad Signature
Customize Your Workflow Configuration's eSignature Experience
Ironclad Signature Compliance 
View Ironclad Signature Usage
Ironclad Signature Email Notifications
Upgrade to the New Ironclad Signature
Click-to-Accept Upgrade
 
 

Workflow Designer

Workflow Configurations
Properties in Workflow Designer
Use the Dependency Visualizer
Lifecycle Preset Overview
Use the Lifecycle Preset in Workflow Designer
Workflow-Assigned Roles and Responsibilities
Workflow Designer Preview Mode Overview
Move a Workflow Configuration Between Demo and Production Environments
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
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
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
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
Rename Workflows
Use Bulk Actions on Workflows
Cancel Workflows
Best Practices: Delete Users with Pending Approvals

 

Collaboration and Negotiation - Document Editing
Manage Clause Misclassifications 
Activity Feed Search and Filters
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

 

Collaboration and Negotiation - Workflow Collaboration
Approve a Workflow by Email
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

 

Collaboration and Negotiation - 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

 

Signature Collection
Troubleshooting: Signature Tags Blocked
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
Edit Metadata
 
 

Repository

Repository
Clean Up Stored Data in the Ironclad Repository
Contract Status Actions
Restore Deleted Records
Smart Import Contracts to the Repository via Email
Tag Records with Clauses
Contract and Record Status Overview
Import Documents to the Repository with Standard Import
Use Metadata Import to Clean Up Stored Contract Data in the 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
Export Process Metrics Data
Ironclad Insights Overview
Insights Chart Settings Overview

 

 

Integrations

General
Manage Integrations

 

Netsuite
Integrate Netsuite with Ironclad

 

OneTrust
Set Up the OneTrust Integration
OneTrust Integration Data Mapping
OneTrust Integration Overview

 

API
Ironclad's Public API Overview
API Update for Multiple Documents

 

Cloud Storage
Connect to Cloud Storage Integrations

 

Coupa
Coupa Field Mapping
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
Automated Sign Reminders
Configure DocuSign Digital Signatures
Use eSignature Integrations

 

Salesforce - Basics
Connect Multiple Salesforce Organizations to a Single Ironclad Instance
Link Your Salesforce Instance to Your Ironclad Instance
Manage Ironclad Authorization Tokens
Install the Ironclad Managed Package for the First Time
Types of Salesforce Accounts
Add a Short Response Salesforce ID Question to Your Launch Form
Configure Additional Salesforce & Ironclad Workflow Permissions and Guidance (Versions 2.30+ and above)
Complete Ironclad Approvals in Salesforce
Get Started with the Ironclad Salesforce Integration
Verify Your Salesforce Managed Package Version
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
Ironclad Salesforce Integration Overview
Upgrade Your Ironclad Salesforce Integration
Manage Salesforce Permissions (Legacy Packages 2.4 and below)
Salesforce Integration Version Log

 

Salesforce - 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

 

Salesforce - Record Sync
Use Salesforce Record Sync
Recommended Fields for Record Sync

 

Salesforce - 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

 

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

 

Salesforce - 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

 

Salesforce - Legacy Salesforce Integration
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
Create a SCIM Scoped Token
Use Okta SCIM in Ironclad
Provision Users with Azure SCIM
Provision Users with OneLogin SCIM
Supported User Attributes

 

SSO/SAML
OAuth 2.0 Overview
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

 

Zapier
Zapier Integration Overview

 

Microsoft Teams
Integration with Microsoft Teams Overview

 

Microsoft Word
Word Integration Overview

 

Slack
Integration with Slack Overview
 
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