Improve Data Discoverability

This article will walk you through how to improve your data’s discoverability.

Ironclad Data Display Names

A display name in Ironclad Data is a user-friendly label assigned to a data event or property, making it easier to read, understand, and incorporate into your analyses. By default, display names are defined when a new data [event] is created, but they may not always be clear or descriptive.

To improve clarity, you can give custom data events and properties new display names that offer an easy-to-read description of their purpose and content across Ironclad.

When you save changes to display names, they will automatically update across the Ironclad product, including:

• Workflow configurations
• In-progress workflows
• Existing contract records in the repository

Change the Display Name for a Data Property

You can update a data property's display name directly from Data Manager.

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Data Manager.
2. Select the relevant data type from the Data Manager dropdown menu.
3. Click edit for the specific data property you want to modify.
4. Edit the Name field.
5. Click the checkmark icon in the top left of the panel to save changes.
6. Review where the property is used and confirm the data name changes are accurate.

Add/Edit Data Descriptions

You can add and change the description for any record type or property to help other members of your organization understand what an event or property represents.

Changes saved to data descriptions will be automatically updated across the entire Ironclad product. This includes workflow configurations, ongoing workflows, and existing contract records in the Repository.