This article will walk you through how to rename a workflow in Ironclad.
The default workflow name is generated based on settings in the Workflow Designer configurations. Anyone with workflow access can edit the name.
NOTE
Once you rename a workflow’s name, the workflow name will no longer update automatically to sync with workflow metadata updates.
- Click the Dashboard tab and select the workflow you want to rename.
- Click the three stacked dots located next to the workflow name at the top > Rename Contract.
- Type the new name.
- Click Save. An Activity Feed event will document the name change.