Q2 2024 Release Notes

Connect Multiple Salesforce Organizations to a Single Ironclad Instance

Expanded Functionality

It has become increasingly common for Ironclad Salesforce integration users to have multiple Salesforce organizations that they actively use for various reasons, including acquisitions, differing product lines, and/or regions.

You can now integrate all of your Salesforce organizations within a single Ironclad instance. This provides you with the benefits of using a single Ironclad instance to manage for setup, workflow management, unified dashboard, and unified repository based on existing permissions.

Company A has two Salesforce orgs after acquiring Company B. Company A already has their original Salesforce org integrated with Ironclad and are loving the benefits of the seamless integration! Now, they want to glean the same benefits on Company B's Salesforce org. To do so, the Ironclad Admin and Salesforce Admin will work together to set this up.

During the setup, they will connect the new Salesforce org with Ironclad, select the workflows they want to use with the new Salesforce org, and set up the data mapping configurations.

After completing setup and launching their first workflow, Larry in Legal was able to see the workflows launched from both Salesforce orgs on the dashboard!

• Can I give each org a unique name?
  • Yes! During setup, you will have the opportunity to name the org. This will help you identify which org you are working with.
• Do I need to set up each organization separately?
  • Yes, you must establish a connection between your Ironclad instance and each Salesforce org. However, if you want to use a similar workflow in multiple organizations (e.g., an NDA in Org A and an NDA in Org B), you can import and export the configuration. This way, you won't have to manually set it up each time.

An admin must enable this feature. To enable this functionality, navigate to Company Settings > Settings and toggle on Enable Multiple Salesforce Orgs. You can then connect your additional orgs to Ironclad.

• Connect Multiple Salesforce Organizations to a Single Ironclad Instance (Help Center)

PactSafe Sign UpdateSigner API Security Fix

Signers who are attached to a draft or have sent signature requests can no longer have their emails or phone numbers edited (App/API).

Due to a security vulnerability discovered in the UpdateSigner API endpoint where unauthorized individuals could update the email, authorization controls were added to this endpoint that limits the change of the user’s email to only the necessary parties, such as the user themselves and an administrator.

In the event that the Signer email and/or phone number needs to be updated, this can no longer happen while assigned to Signature Requests that have not been completed. Users will need to update the Signer email and/or phone number on the Signer Details page in the Classic UI.

This is on by default for all customers who send PactSafe Signature Requests via the Classic App or the API.

No related resources at this time.

eSignature Webhook Enhancements

Expanded Functionality

We've added two new webhooks for when signers view signature packets, and added additional data points to existing webhooks

The following webhooks were added to help you listen for/take action of signature packet views. Both webhooks are only available for actions taken by signers; they are not available for viewers (i.e. CC recipients):

• The Signature Packet View (first time) packet webhook was added for all signature providers and allows you to listen for/take action on the first time a signer views a signature packet.
• The Signature Packet View (each time) packet webhook was added for Ironclad Signature and allows you to listen for/take action on every time a signer views a signature packet

The following webhooks were updated to include additional payload data points. Any existing data points were not changed. Review the developer docs to understand the new data available for each webhook:

• Signature Packet Cancellation
• Signature Packet Sent
• Signature Packet Signatures Collected
• Signature Packet fully completed
• Signature Packet Signer Added
• Signature Packet Signer Removed

No action required. Automatically enabled for all users.

• Webhooks (Dev Docs)

 Out of Office

Expanded Functionality

“Out of office” includes two features:

1. Out of office – Status: The ability to set your status to “Out of office” so that all users know your status wherever your name appears; and
2. Out of office – Reassignment: The ability to choose a designee so that new workflows are automatically reassigned when you are away, which must be enabled by a Company Admin.

Out of office status is available to all users. Company Admins must enable the reassignment capability.

For a list of frequently asked questions surrounding out of office, refer to Out of Office FAQs.

An admin must enable this feature. To enable this feature, navigate to Company Settings > Settings and toggle on Enable Out of Office Reassignment.

• Set Your Out of Office Status (Help Center)
• Out of Office FAQs (Help Center)
• Set Your User Status (Help Center)

Updated Ironclad Signature Permissions Nomenclature

UI Change

The Ironclad Signature verbiage has been updated to more closely align with Ironclad's vision.

Previously

Updated

No action required. Automatically enabled for all Ironclad Signature users.

• Configure Ironclad Signature (Help Center)
• Group Permissions Overview (Help Center)

Update Ironclad Signature Context Icons

UI Change

The icons in the Ironclad Signature Context modal have been updated to look less interactive.

No action required. Automatically enabled for all Ironclad Signature users.

No relevant resources at this time.

Default Apply Signature Everywhere to On

Minor Change

In the new Ironclad Signature UI, Apply Signatures Everywhere defaults to on. This means that unless the signer unchecks it, it will auto-populate all the signature or initial tags. Previously in the new Ironclad Signature UI, Apply Signatures Everywhere defaulted to off.

No action required. Automatically enabled for all Ironclad Signature users.

No relevant resources at this time 

Increase Tag Size on All Device Types

UI Change

The scale of Signature and Initials tags in Auto-format have been increased so they are more prominent (on all device types).

No action required. Automatically enabled for all Ironclad Signature users.

No relevant resources at this time.

AdobeSign Initials Update

Minor Change

Previously, when AdobeSign was set up as signature provider, we saw initials were not considered one of the tags that have to be required for AdobeSign. This was an issue when there was dual providers with AdobeSign or AdobeSign solo. Tooltip were also not explaining why a user could not send for signature. These have been updated.

No action required. Automatically enabled for all Ironclad Signature users.

No relevant resources at this time.

Optional Signature and Initials Tags

Expanded Functionality

You can now make initial and signature tags optional. Previously, only checkboxes and text fields could be made optional. This provides greater customization so you can tailor your signature packet to your exact use case.

• This functionality is available for all eSignature providers.
• You must have at least one required signature or initial.
• You can configure this in Workflow Designer or when you Place Tags in the signature packet.
• This is not available when you send directly for signature from the Dashboard.

No action required. Automatically enabled for all users.

• Configure Signatures (Help Center)

Translated Ironclad Signature Experience for Unauthenticated Signers

Expanded Functionality

Previously, only authenticated signers had a translated Ironclad Signature experience. Now counterparty and unauthenticated signers will default to the browser language (if supported) and fall back on the company translation experience if the browser does not support browser languages.

An admin must enable this feature. To enable this feature, navigate to Company Settings > Settings and toggle on Enable Translations.

• Ironclad CLM Translation Overview (Help Center)

Ironclad Signature Refresh

UI Change and Expanded Functionality

We have updated Ironclad Signature’s look and feel for easier signing. Signer tags, navigation, and styling have been simplified as part of this effort. In addition, these updates include exciting new functionality:

Save Signature for Future Use

You can now save your signature to use the next time you need to sign a document. This functionality will lend to a faster signing experience.
Logged-in Internal Signers: Defaults to Signer Name. In subsequent packets, the signer’s name, font, and ink are persisted.
Counterparty/Logged-out Internal Signers: Defaults to Signer Name. If you change the signer name, font or ink, it is not persisted on subsequent packets.

Apply Signature Everywhere
Now you can apply your signature everywhere in the document.

• If you select Apply Everywhere, your signature will be inserted wherever there’s a signature signer tag, whether it is required or optional.
  If you select Apply Everywhere on an initials tag, it will only populate all initials tags. The same goes for signature tags.
• This feature does not fill in other fields automatically - only initials and signatures.

Multiple Fonts
You can select one of three fonts and one of two ink colors when signing using Ironclad Signature. This allows for further personalization in your signature process.

No action required. Automatically enabled for all Ironclad Signature users.

• Sign with Ironclad Signature (Help Center)
• Ironclad Community 

Improved AI Assist Redlines

Expanded Functionality

Previously, AI Assist would take the first preferable position in all AI Playbooks and redline the document. However, AI Assist would delete the whole paragraph in the document.

Now, AI Assist will compare the paragraph in the document against the first preferable position in playbooks and redline based on the differences. This provides a more elegant redline option where only necessary redlines are applied, and to limit the frequency of crossing out whole paragraphs.

Before this update, AI Assist only redlined differences on clauses with payments terms duration and governing law state. This update applies to all clauses.

• Formatting may be lost during the redlining process.

No action required. Automatically enabled for all AI Assist users.

No relevant resources at this time.

'Learn About Ironclad Signature' Button Added to Counterparty Landing Page

Expanded Functionality

Admins and End Users

We have added links to learn more about Ironclad Signature in two places:

• Counterparties will see a Learn About Ironclad Signature button after they sign a contract. When they click this link, they will be taken to a page with more details about Ironclad Signature. This does not apply to internal signers.
• On the Utilization page in Company Settings, admins will see a Learn More link. When they click this link, they will be taken to a page with more details about Ironclad Signature.

Counterparty Landing Page

Company Settings Utilization Page

No action required. Automatically enabled for all users.

No relevant resources at this time.

Dropbox Sign Email Tag Truncated

UI Change

Previously, when a document was sent for signature from Ironclad using Dropbox Sign, email signer tags were getting truncated. This has been updated.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Updated Ironclad Signature Icons

UI Change

We have updated Ironclad's Signature's icons for both desktop and mobile. These updates will lend to a more cohesive design experience.

Desktop

Mobile

No action required. Automatically enabled for all users.

No relevant resources at this time.

Dependency Visualizer

Expanded Functionality

Admins

An Ironclad admin wants to understand why a property in Workflow Designer is functioning the way that it is. They open the Dependency Visualizer to view how the property relates to other fields, conditions, roles, and form questions in Workflow Designer.

No action required. Automatically enabled for all users.

• Use the Dependency Visualizer (Help Center)

URLs Updated to Include Company ID

Process Change

We have updated a majority of post-authentication (logged in) URLs to include your company's unique ID. This update will improve performance and stability of the application. URL paths are still unique to each customer. All existing URLs will continue to work as they will redirect to the new URLs. There will be no impact to bookmarks or saved links. 

If you use any app on top of Ironclad that relies on a specific URL path, like in-app guidance tools (e.g. Walkme, Spekit, Bento), you will likely have to update the URLs to the new format.

/dashboard → /c/:companyId/dashboard

No action required. Automatically enabled for all users.

No relevant resources at this time.

Custom Clauses Training Impact

Expanded Functionality

Admins

When training your AI clauses, you can now view real time how much of a training impact an example will have. Unique training samples will help AI accurately detect clauses that are similar to the samples. Based on this indicator, you can decide whether or not to provide the sample.

An Ironclad admin wants to train their AI model to detect a clause in specific contexts. They locate the AI clause on the AI Clauses page, click on it to edit it, and then enter an example. They refer to the Training impact beneath the example, tailoring their example until the impact is Strong.

No action required. Automatically enabled for all users.

• Train AI Custom Clauses and Ironclad AI Clauses (Help Center)

Custom Clauses Similarity Threshold

Expanded Functionality

You can now define the threshold AI should follow for AI to detect a specific clause in your documents. When you select exact match, this means AI will look for clauses in documents (when using AI Playbooks or Smart Import) that look exactly the same as the samples provided to train this specific clause. This provides you greater control over how sensitive your AI detection should be for the clause in AI Playbooks and Smart Import documents.

An Ironclad Admin wants to adjust a specific clause to only be detected when it is an exact match. They locate the AI clause on the AI Clauses page, click on it to edit it, and adjust the Detection Settings to Exact match.

No action required. Automatically enabled for all users.

• Train AI Custom Clauses and Ironclad AI Clauses (Help Center)

SCIM Scoped Tokens

Process Change

Admins

The Ironclad platform supports SCIM for user provisioning. Customers mainly integrate tools like Okta and Azure Active Directory for this purpose. These integrations need an Ironclad API token to work properly with our SCIM API. You can now create a token that can only access the specific resources needed to power that integration.

An Ironclad user wants to use SCIM for user provisioning. They generate a SCIM scoped API token and use it to integrate Okta with their Ironclad instance.

No action required. Automatically enabled for all users.

• Create a SCIM Scoped Token (Help Center)

Admin Permission Usability

UI Change

Group permissions will be grouped into "General Permissions" and "Admin Permissions”. The admin permissions section will also include a link to a Help Center article that will help you determine if the update you are making will change the group’s seat type. This update will make it easier to distinguish if the impact of updating permissions could result in the group being changed to an Admin seat type.

An administrator wants to adjust a group's permissions. When editing the group's permissions, they can easily discern which permissions may result in upgrading the group's seat types to admin.

No action required. Automatically enabled for all users.

• Group Permissions Overview (Help Center)
• Create Group with Limited Admin Permissions (Help Center)
• Manage Admin, Standard, and Requester Users (Help Center)

Signed Signature/Initial Tags Sizing

UI Change

Previously, completed signature/initials tags were occasionally rendering smaller and would then jump to a larger size upon click. This has been updated so that completed signature/initial tags display as their true size.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Checkbox Signature Tag Too Long

UI Change

Previously, in Ironclad Signature, the checkbox signer tag was too long, causing it to overflow to the next line. This was particularly noticeable in mobile format. This has been updated to so that checkbox signer tags display correctly.

No action required. Automatically enabled for all users.

No relevant resources at this time.

AI Playbooks Term Duration Detected

Expanded Functionality

In AI Playbooks, if we detect term duration as "30 calendar days", then we will display "30 days" as the term duration.

This will help you standardize the jurisdiction data across your contracts, creating tidier and more detailed records with less effort.

An Ironclad user uploads a document using Smart Import. Ironclad detects the words "30 calendar days" as the term duration. "30 days" is recorded as the term duration.

No action required. Automatically enabled for all users.

No relevant resources at this time.

In AI Playbooks and Smart Import, if we detect a jurisdiction as "State of ___", then we will display the state's name as the jurisdiction to the end user.

This will help you standardize the jurisdiction data across your contracts and records, creating tidier and more detailed records with less effort.

No relevant resources at this time.

Workflow Launch Improvements

UI Change

We have made a variety of small improvements to the workflow launch experience. These changes include:

• The Views button now reads: Add view.
• The Launch Form preview modal has been improved.
• There is a new fixed footer within the Launch Form experience that allows you to save or submit your form at any time.

These improvements will:

• provide visual enhancements to your workflow launch experience
• provide an improved preview experience when you select a contract workflow to reduce confusion
• minimize the amount of time it takes to save and submit your form by providing the fixed footer instead of requiring you to scroll to the bottom

No action required. Automatically enabled for all users.

• Manage Views in the Dashboard (Help Center)
• Launch a Workflow (Help Center)

You can now upload a document in CLM and place tags to send it out for signature without having to configure a workflow.

This functionality provides even more application possibilities for Ironclad Signature, saving you time when a workflow is not the best path for your contract.

If you have this functionality enabled, on your Dashboard, you will see a New button with a dropdown to start a workflow.

• Send for Signature (Help Center)
• Configure Ironclad Signature (Help Center)

AI Playbooks Reviewer Notes and Automated Comments

AI Playbooks users can now configure positions to include internal reviewer notes and quickly add or automate external document comments.

This reduces review time and back-and-forth communication while providing context as to why certain changes have been made.

• Use Ironclad AI Playbooks (Help Center)

Run AI (Beta Release)

The Run AI button enables you to use bulk actions to gather Ironclad's Smart Import suggestions on any existing records in your Repository.

This functionality provides the following benefits:

• Easily Refresh Suggestions: Leverage the "Run AI" functionality to update suggestions for unverified properties and clauses in your imported records, ensuring your data remains current without manual reentry.
• Broaden AI Insights: Utilize "Run AI" to apply AI suggestions to records previously untouched by AI, including those from workflows or standard imports, expanding the intelligence across your dataset.

Ironclad Signature In-App Guides

You will see in-app guides when you are nearing and have reached your Ironclad Signature free trial threshold. 

These in-app guides will provide you with next steps to continue using Ironclad Signature.

• In-App Guide Triggers: The in-app notification will display when you have 20 sends and 0 sends remaining.

"Generate Report"  Button Removed

The Generate Report button has been removed. The metrics found in this report can be found elsewhere in Ironclad CLM using Dashboard Export.

Dashboard Export provides more granular filtering on workflows, as well as faster downloads of the data.

• Export Process Metrics Data (Help Center)