Q1 2024 Release Notes

AI Playbooks users can now configure positions to include internal reviewer notes and to quickly add or automate external doc comments. This reduces review time and back-and-forth while providing context as to why certain changes have been made.

This feature is being rolled out incrementally over the next few weeks. If you are interested in enabling this feature, please reach out to your Ironclad representative.

In Ironclad Editor, you can now use AI Assist to summarize content.

If you are a signer, you will be able to see signing IDs in the Acceptance App for every other signer's signature or initial tags. The signer ID will be displayed along with “Signed with Ironclad”. You will not see a signer ID on your own tags.

If you use Ironclad Signature, you will notice minor button enhancements in both emails and the app.

Ironclad Signature emails will now be sent to/from a new domain: sign.ironcladapp.com.

Admins will have the ability to view a list of deleted records and individually restore them. This will be located on the new Trash page in your Company Settings.

This feature is being rolled out incrementally. If you are interested in enabling this feature, please reach out to your Ironclad representative.

To learn more about this feature, refer to Restore Deleted Records.

Previously, if you were using AdobeSign and your email address' capitalization in Ironclad did not match AdobeSign's, the signed document would not be pulled into Ironclad. This has been updated to pull in the signed document, regardless of your email address' capitalization.

You can now schedule a template to publish at a specified date and time.

To learn more about this feature, refer to Create and Manage Templates.

We have made a variety of small UI improvements to the OneTrust integration mapping experience.

• Portuguese (Brazil)
• French
• Japanese
• Spanish
• German

This feature is currently available to select customers. If you are interested in using a translated version of the contract requestor experience, please reach out to your Ironclad contact.

To learn more about the translated experience, refer to Ironclad CLM Translation Overview.

We have updated the Clickwrap API Documentation to OpenAPI standard.

You can now preview Clickwrap templates before publishing them.

To learn more about this functionality, refer to Create and Manage Templates.

• Show API page in Company Settings (requires purchase of API package)
• Show the Errors page in Company Settings
• Ability to create and delete webhooks
• Ability to create and delete API tokens
• Ability to create and delete client applications

We have added more digital certification options for DocuSign. Previously, we supported IDNow and QES. Now, we support multiple digital certification frameworks, and we have enabled them for more trusted service providers.

You can now use a PDF template with embedded clickwrap agreements. For groups using the "Checkbox per Template" or "Combined checkboxes for all Templates" presentation styles, you can choose to display the document in your legal center, or download the PDF to the end user's local device.

You can only view API keys at the time of generation. Afterwards, it remains obfuscated. 

The Generate Report button has been removed for those that have not used the feature within the last 150 days. The metrics found in this report can be found elsewhere in Ironclad CLM.

To learn more, refer to Export Process Metrics Data.

The search bar in the Activity Feed is now represented by a magnifying glass.

To learn more, refer to Activity Feed Search and Filters. 

Admins can now cancel completed workflows.

Playbooks have been improved to identify and suggest clause position labels for document data that spans multiple paragraphs of text. This only applies to contiguous paragraphs.

Previously, DocuSign errors displayed as standard errors. Now, DocuSign errors include more details on how to resolve the error.

You can now edit your signers in-flight with AdobeSign.

The signer confirmation email now includes the signer's name, email, title, and phone number as well as the default legal center as new properties to further customize your email communication.

To learn more, refer to Clickwrap Acceptance Confirmation Email.

You can now use REST API to delete all activity associated with a signer.

For more information, refer to the Ironclad API Changelog.

Each action includes a 'jurisdiction' property, initially aligned with the browser's locale. Now, you have the flexibility to specify the jurisdiction yourself. It's particularly useful if you operate a single Clickwrap group across various jurisdictions. This functionality enables you to link downstream acceptances to a specific jurisdiction in Classic search or in activity exports. 

For more information, refer to the Ironclad API Changelog.

• Return Information About Authenticated User
• GET Workflow Comments
• GET Workflow Emails
• Pause and Resume Workflows
• Cancel Workflows
• Upload Documents to Workflows
  • Upload Documents to Existing Workflow
  • Upload Multiple Documents at Workflow Launch
  • Upload Signed Documents to a Workflow at Sign Step

For more information about the new endpoints, refer to the Ironclad API Changelog.

You can now grant permissions for managing in-flight workflows outside of the Admin group using a new permission.

This permission enables users to:

• Cancel completed workflows
• Revoke counterparty invites
• Send counterparty invites
• Force share documents
• Force allow document downloads
• Reset approvals
• Override workflow approvals via Edit Info/Update Document during a workflow’s Sign step
• Change signers during the Sign step
• Removing in-flight workflows’ participants
• Add, remove, and reassign role assignments

To learn more about admin permissions, refer to Grant Admin Level Permissions to a Group.

There are a variety of general Playbook improvements:

• Improved Playbook position recommendations for document text formatted in lists or bullet points.
• Workflow Designer Preview UI no longer includes clause tags.
• Fixed duplicative instances of clause usage data captured using AI Playbooks. 

There are a variety of minor Playbook UI improvements this week:

• Improved clause approver flow.
• Improved granular contract fields:
  • Governing Law > Jurisdiction
  • Payment > Term Duration
  • Termination > Notice Period

When you upload a DOCX template to Clickwrap, more styling is now maintained when it is converted to HTML. To learn more about this update, refer to Use the Clickwrap Editor.

You can now change a workflow's name from the preconfigured name assigned by Workflow Designer to a custom name. Anyone with workflow access can rename their workflows.

To learn more about renaming workflows, refer to Rename Workflows.

NOTE: Dynamic naming will be turned off if you rename a workflow.