This article will provide you with a glossary of Ironclad product terms.
Dashboard: The Ironclad dashboard is where you navigate, manage, and prioritize your contract workflows. The dashboard is highly customizable and allows you to search, filter, and sort your workflows by using all available contract properties.
Workflow: A contract type and the business processes and approvals that need to happen for the contract to be executed.
Launch Form: A form that the Workflow Owner fills out to generate the initial workflow. Their input will determine what the generated contract looks like and what information it will include. 
Roles: Roles designate which workflow responsibilities belong to you, as well as your permissions within Ironclad.
Turn Tracking: Allows you to signal and filter which party – Internal or Counterparty – is reviewing the draft document.
Ironclad Editor: Helps your legal team collaborate and negotiate by providing a central place for contract revisions.
Version Merge: You can merge document versions in your workflow to facilitate collaboration across your team and minimize errors in versioning.
Ironclad Connect: A suite of counterparty collaboration features.
Workflow Designer: A self-serve tool that works right out of the box, without long implementation times or the need for technical expertise. With a straightforward drag-and-drop user interface, users can build and launch contract generation and approval processes in minutes.
Workflow Library: A library of pre-built contract workflow configurations, based on industry best practices, allowing you to get a head start on your contracting journey without having to build your own contracts or workflows.
Document Preview: You can test your workflow configurations directly in Workflow Designer using Preview mode. To enter preview mode, click Preview located in the top right corner of Workflow Designer.
In Preview mode, you can enter form inputs to simulate different contract scenarios and ensure you have the correct logic setup for your documents, roles, and data.
In Preview mode, you can enter form inputs to simulate different contract scenarios and ensure you have the correct logic setup for your documents, roles, and data.
Paper Source: You can create workflow configurations that support your company’s paper, the counterparty’s paper, or both.
Counterparty Form: A counterparty form can be sent to your counterparty to proactively collect information from them. To learn more about the different types of forms in Workflow Designer, refer to Form Types in Workflow Designer.
Tags: Tagging enables you to select areas of the template text that you want Ironclad to replace with a tag, such as the agreement date and the parties' names. When a party fills out the launch form, the information they provide will replace the corresponding tags.
Conditions: Conditions in Ironclad can be thought of as rules to help guide a specific outcome. Within Workflow Designer, you can leverage conditions to automate different parts of the contracting process. .
Dynamic Table: A table that changes its number of rows based on the input received in your Launch Form. As business users fill out the Launch Form, their responses generate the appropriate number of rows in the table.
Formulas: Workflow Designer formulas enable you to build complex logic calculations directly into your workflow configurations. This reduces manual data entry in Launch Forms and gives legal teams confidence that their contract data is calculated correctly.
Playbooks: Ironclad Playbooks, powered by Ironclad AI, enables Legal teams to turn static documents into dynamic tools that assist users directly in Ironclad as they read, analyze, and edit documents during the contract review and negotiation process.
Ironclad AI: Ironclad AI currently powers Ironclad Editor, the Repository, Smart Import, Playbooks, and Insights.
AI Assist™: AI Assist™ lets you instantly generate redlines to an entire document. Those redlines – made using generative AI – appear as tracked changes, which allow you to quickly scan and accept, or reject, those redlines in just a single click. 
Repository: When you complete a workflow, Ironclad creates a Repository record for that workflow. This record contains the document(s) and properties from the workflow.
Records:When you complete a workflow, Ironclad creates a Repository record for that workflow. This record contains the document(s) and properties from the workflow.
Ironclad ID: Every workflow and corresponding record has an associated Ironclad ID. The Ironclad ID acts as a contract’s unique identifier throughout its entire lifecycle. When you archive a workflow, the resulting record shares the workflow’s Ironclad ID. If you upload a record directly to the Repository it will be assigned a unique Ironclad ID. The format of an Ironclad ID is a standard prefix (IC) and a number that increases sequentially based on the the creation or upload date of the workflow or record. . For example, “IC-1”. The standard prefix is “IC” for all companies. If you want to customize the prefix, reach out to Ironclad Support.
Properties: Data that summarizes basic information about your contract. In the active workflow, this information is called properties. These properties are stored in the Repository when the contract is archived and is easily searchable. For example, your contract's name, the record type, the agreement date, and much more.
Bulk Actions: Allows admins to delete records, download record attachments, and edit/update properties in bulk.
Smart Import: A self-serve tool that enables you to bulk upload contracts to the Repository. Smart Import simplifies the process of tagging your uploaded contracts by utilizing AI technology to analyze and extract data in them automatically. Each upload is also passed through Google’s industry-leading OCR technology.
Contract Relationships:There are different types of contract relationships. The most general is a related record - a simple one-to-one relationship between two contracts. Parent and child records represent a more specific type of contract relationship where the contracts directly reference or modify each other and must be evaluated as a group.
Repository Advanced Search: You can run complex search queries on the Repository. This is accessible through a combination of Westlaw and LexisNexis search query syntax. The advanced search features include:
- Boolean search (and, or, not)
- Proximity search
- Fuzzy search
- Exact search
Insights: A contract analytics tool that enables you to visualize, understand, and analyze your contracts and contracting processes in real-time, without needing to export data or rely on data analysts. Insights helps you monitor performance, identify bottlenecks, and predict demand by combining contracting process metrics with the properties contained in your contracts.
Clickwrap: A "Clickwrap agreement" is a button or checkbox on a website or in an app that a website visitor has to click to agree to the privacy policy, terms and conditions, or other contract before using the website.
Public Workflows: Public workflows allow your team to create self service, publicly shared contracts triggered via a launch form filled in by your counterparty.
Legal Center: Web pages that Clickwrap generates automatically to contain your legal contracts. It maintains a version history of the contracts that you've published and made public through Clickwrap.
SSO: An authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.
API: Application Programming Interface — APIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols.