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- Introduction to Ironclad Data: Key Concepts and Terms: This article will provide you with definitions of some key Ironclad data concepts and terms related to Data Manager.
- Plan Your Data in Ironclad: This article will walk you through how to create a data schema plan before you begin using Data Manager. This will help you create a solid foundation for you to build your future workflow configurations around.
- Clean Up Data Schema Models in Ironclad: This article will walk you through how to clean up your data schema models in Ironclad. This includes how to merge new and existing data, remove invalid data, and manage default data.
- Improve Data Discoverability: This article will walk you through how to improve your data’s discoverability.
- AI Clauses Overview: This article will provide an overview of AI clauses. This includes a list of preconfigured clauses and how to manage them.
- Ironclad Insights Overview: This article will walk you through Ironclad Insights. This include prebuilt charts and custom charts.
- Advanced Dashboard and Repository Search: This article will walk you through how to search the Dashboard and Repository using search connectors.
- Lifecycle Preset Overview: This article will provide you with an overview of Ironclad’s Lifecycle preset.
- Use Bulk Actions in the Repository: This article will walk you through how to use bulk actions in the Repository. If you are an admin, you can carry out bulk actions to manage all of your contracts in the Repository. By selecting records via checkboxes or using a custom saved view, you can update the properties and permissions of those records, as well as download the attachments, or delete them altogether.
- Use Metadata Import to Clean Up Stored Contract Data in the Repository: This article will provide you with best practices on how to use metadata import to clean up your stored contract data in the Repository.
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We highly recommend taking our Manage Data in Ironclad course in Ironclad Academy. After you complete this course, you will be able to:
- Explain Ironclad’s data structure and its relationships to your contracts.
- Identify system-generated properties within the Lifecycle Preset.
- Define and manage the data you track in Ironclad with Data Manager and Workflow Designer.
- Add and configure the Lifecycle Preset in your workflows.
- Align your data structure to Ironclad’s standard, system-generated properties.
This article will provide an overview of data schema management and provide a list of relevant resources for further data management.
Ironclad Data Manager is a centralized suite of tools designed to help define, manage, and optimize your data schemas within the Ironclad platform. Building a comprehensive and well-structured data schema is crucial for maximizing the value of Ironclad for your team.
Define Your Data Schema
Ironclad Data offers a powerful set of tools to help you define your data schema from the beginning:
- Define your contract data events, properties, and taxonomy standards directly within Ironclad.
- Events represent specific actions or occurrences related to your contracts, such as "Workflow Owner" or "Average Approval Time."
- Properties are attributes associated with your events, such as "Total Contract Value" or "Agreement Date."
- Taxonomy standards ensure consistent naming conventions and hierarchies across your data schema.
TIP
If you're new to using Ironclad data, review our best practices guide to start planning your data schema.
Data Schema Management Tools
Ironclad Data Manager provides a robust set of tools to help you manage and optimize your data schema:
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Shared Definitions: Ensure your company has a shared understanding of your data schema. Improve data discoverability by enriching the metadata on your entities and attributes.
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Schema Evolution: Manage changes to your data schema over time with tools to modify existing data properties and attributes, deprecate unused or outdated elements, and introduce new contract properties to track as your data schema model evolves.
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Custom Properties: Enhance your data schema by creating new custom attribute properties based on your existing events and properties, allowing you to derive additional insights and metrics.
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Real-Time Schema Monitoring: Monitor your data schema usage in real-time, ensuring that your schema evolves in line with your business needs.
These tools empower your organization to maintain a well-defined, structured, and easily understandable data schema within Ironclad. By leveraging the Data Manager, you can ensure that your team has a clear and consistent framework for capturing and analyzing contract data, driving better decision-making and operational efficiency.