Q3 2024 Release Notes

Error Messages in Smart Import

Expanded Functionality

Smart Import will now show descriptive errors if the file type is unsupported, the file is encrypted, or if the import was cancelled by a user.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Ironclad Signature Non-Latin Font Support

Expanded Functionality

Ironclad Signature now supports additional fonts for Chinese, Japanese and Korean characters.

•  Ironclad Signature supports a collection of fonts that are used when stamping documents for storage in repository. Signers can use any number of fonts in their browsers, which may result in a discrepancy between what the view and what is stamped on the record. To manage this, we support a number of fallback fonts that are used when stamping. These map generally to latin and non-latin characters.
• The stamped document does not impact storing the signer's attestation (signature) in the database and in the record of acceptance. However, the stamp will not render on the document.

• Once stamped, documents cannot be retroactively stamped with the new font. However, documents signed in these fonts moving forward will stamp & render properly.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Workflow Designer “Reverted to Review” Formula Field Support

Expanded Functionality

Workflow Designer now features a new Workflow Metadata formula field called ‘Reverted to Review’ which indicates whether at any point during the workflow, a user returned to the Review step from the Sign step.
This field is available anywhere formulas are available in both properties and conditions in Workflow Designer.

Reverted to Review Fallback Approver (commonly used with Public Workflows and NDAs)

Consider a workflow with no configured approvers that goes directly out for signature after launch. Previously, if the workflow returned to the review step (e.g., the signer declined to sign), the ‘fallback’ approver would automatically be the Workflow Owner.

Now, you can set a conditional approver using the Reverted to Review formula field. This approver would not be triggered at initial launch, but would be the ‘fallback’ approver if the workflow ever returns to the Review step.

No action required. Automatically enabled for all users.

• Reverted to Review Formula Documentation
• Default Workflow Properties (Reverted to Review) (Help Center)

Delete Workflows

Expanded Functionality

If you are a company administrator, you can permanently delete a workflow, removing the workflow, its metadata, and Repository record from Ironclad. The workflow must be canceled before you delete it. This action cannot be undone. You cannot recover a deleted workflow.

• If you currently use the Ironclad Salesforce Integration, the workflow object in Salesforce will not be deleted.

No action required. Automatically enabled for all users.

• Delete Workflows (Help Center)

Reassign Workflows Upon User Deletion in SCIM

Expanded Functionality

When an Ironclad user is deleted via SCIM, we now automatically reassign all of their associated workflows to your default company admin. This prevents workflows from getting stuck or lost. Your admin can then reassign and delegate workflow tasks to other team members in Ironclad.

• The default company admin will receive an email with a list of the workflows reassigned to them.

No action required. Automatically enabled for all users.

• Manage Users (Help Center)

Capture Text Signature Tags as Metadata

Expanded Functionality

Users with access to Workflow Designer can assign a signer to text properties. Once assigned, the information provided by the signer will be captured as metadata and used in Ironclad Repository, Insights, and more. This is available for Ironclad Signature, and supported 3rd party eSignature providers.

An Ironclad admin is building a workflow and wants to capture their signers’ addresses and sync them back to their CRM where they maintain their contract's record. To optimize the signer's experience, the admin wants to capture the address when the signer is signing rather than in the launch form.

• Only text field types are supported.
• The following field types are not supported: File Attachments, Related Records, Dropdowns, Radio Buttons, Addresses, Durations, Formulas.

No action required. Automatically enabled for all users.

• Capture Signature Tag Data as Metadata (Help Center)

Upload Signature

Expanded Functionality

Using Ironclad Signature, signers can now upload an image of their signature. This image will be used in place of a manually entered signature throughout the document.

• Once the image is uploaded, it is compressed to a max of 500 X 500px. Images will retain their aspect ratio.
• You cannot mix Type and Upload signatures. You must select one or the other to use throughout the document.
  

No action required. Automatically enabled for all users.

• Sign with Ironclad Signature (Help Center)

Sync Null Values from Salesforce

Expanded Functionality

The Ironclad Salesforce integration now syncs empty/missing field values from Salesforce to the mapped fields in Ironclad.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Copy Signing Links

Expanded Functionality

You can now copy a recipient's unique signature packet signing link. This is the same link Ironclad automatically emails to signers and viewers. This enables you to send the signature packet to signers through methods outside of Ironclad such as text or chat.

An Ironclad user has a workflow move into the Sign step. They want to send the first signer the signing link via text message. They copy the signer’s unique signing link and texts it to them.

• Signing order is respected.
• Verify that you are sending the correct link to the corresponding signer. Sending one signer's signing link to a different signer is the same as one signer forwarding their unique email to another person. We recommend enabling signer verification.
• Signing links are only available after the workflow enters the "Sign" step.
• This is also available via the Ironclad API.

An admin must enable this feature. To enable this functionality, navigate to Company Settings > Settings and toggle on Allow users to copy signer links. Once enabled, you can configure access on a per-workflow basis in the Workflow Configuration’s Sign step settings.

• Send a Signature Request with Ironclad Signature (Help Center)
• Manage Signatures During the Sign Step (Help Center)

Automatic Renewal Opt-Out Dates

Expanded Functionality

In addition to maintaining the Expiration Date in the lifecycle preset, Ironclad will also maintain the Renewal Opt Out Date by using the Renewal Opt-Out Period. When the expiration date in the Repository is changed as a result of an auto-renewal, optional extension, or metadata edit, the renewal opt-out date will be recalculated using the opt-out period.

If a Renewal Opt-Out Period is not provided but an Opt-Out Date is, then the renewal term length will be used to move the Opt-Out Date forward when the contract Auto-Renews or is Extended.

• This only works if you have statuses and auto-renewals enabled in your Ironclad Instance

No action required. Automatically enabled for all users.

• Use the Lifecycle Preset in Workflow Designer
• Contract and Record Status Overview

AI Playbooks & Smart Import Clause Data Improvements

Expanded Functionality

We've updated AI Clauses’ search to prioritize clause names, followed by relevant hits in descriptions. Previously, searches only covered descriptions. We also visually improved the AI Clauses page.

No action required. Automatically enabled for all users.

• AI Clauses Overview

Workflow Designer Duration Format with Both Text and Numeral

Additional Functionality

Previously Duration tags in Workflow Designer could be formatted as either Text (“two years”) or Number (“2 years”).  Duration tags now support a third option: Both.

This allows for the common contract convention of the number written as text followed by the numeral in parentheses. For example, “two (2) years”.

Format the Initial Term Length lifecycle property on the document template as both to print it as “twelve (12) months” on the contract.

• This format is available as the “Both” option for Duration field tags on templates in Workflow Designer.

No action required. Automatically enabled for all users.

• Property Types in Workflow Designer

Workflow Designer In() Formula Support for Boolean (Yes/No) and Number Lists

Additional Functionality

Workflow Designer features an In() formula function that can determine whether a certain value exists within a list. This is commonly used alongside the GetColumn() function to determine whether a specific Text value exists within a Text column of a Table.

Ironclad now supports using the In() function with Yes/No Lists and Number Lists, meaning you can check whether a column field is true for any rows in the Table or whether any row includes the number 0.

For example, when a workflow has a Products Table, one common Column field is the Product SKU. If you want to check whether a specific product is included in this contract, you would use the In() formula to check whether “SKU-123” is in the Product SKU column of the Products table.

In(GetColumn([Products Table], [Product SKU]), “SKU-123”) This might be used as a condition to show an applicable clause in the contract when that particular product is included.

Similarly, if there is a Column field for “Requires Additional Signature” that is of type Yes/No, you can now use the In() formula to check whether that value is true for any of the rows in your Table and include an additional signer if so.

• The In() formula now supports Text lists, Yes/No lists, and Number lists.

No action required. Automatically enabled for all users.

• Formula Help Center

Improved AI Clauses UI and Search

Expanded Functionality

We've updated AI Clauses’ search to prioritize clause names, followed by relevant hits in descriptions. Previously, searches only covered descriptions. We also visually improved the AI Clauses page.

No action required. Automatically enabled for all users.

• AI Clauses Overview

Bug Fix: Clickwrap Records with Address Now Sync To Repository

Expanded Functionality

Previously, Clickwrap records did not sync to the CLM Repository if the address was part of the record sync. We have resolved this, and records with addresses will now be added to the Repository as intended.

No action required. Automatically enabled for all users.

Users Without Send Directly for Signature Permissions Can Access and Edit Groups

Expanded Functionality

Previously, users with Users & Groups Administration permissions, but without Send directly for Signature permissions could not access or edit groups. We have resolved this so users with Users & Groups Administration permissions, but without Send directly for Signature permissions can now view and edit groups.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Improved Coupa Error Text

Expanded Functionality

We have improved Coupa errors to be clear and actionable.

• 'linkedSource/refreshFromSourceDisabled' -> 'Failed to refresh from source. Please make sure workflow is in Review step.'
• 'invalid user for subject-from-webhook attribute' -> 'The user specified in the Coupa request is not recognized in Ironclad. Please verify that the user exists in both systems.'
• 'User visible error: linkedSource/refreshFromSourceDisabled' -> 'Failed to refresh from source. Please make sure workflow is in Review step.'
• 'Cannot read properties of undefined (reading 'type')" -> 'An error occurred due to missing information. Please ensure all required fields are filled in and try again.'
• ’invalid_scope -> 'An issue occurred with the scope we used to send a request to Coupa. Please double-check the scopes in the Coupa callout and try again.'
• ’errors in the contract field of the response body -> 'Coupa encountered an error with the Contract type field, please check that you've correctly mapped the Contract type field in Coupa to a field in Ironclad.’
  

No action required. Automatically enabled for all users.

RunAI Beta - Update Repository with Custom Clauses

Expanded Functionality

If you are enrolled in the RunAI beta program, you can now refresh your Repository using AI custom clauses. If you add, delete, or modify samples in your custom clauses, you can then use RunAI to update your Repository clause records.

This feature is automatically enabled for customers enrolled in the RunAI Beta program. If you are interested in this functionality, reach out to your Ironclad representative.

No relevant resources at this time.

Contract Statuses and Auto Renewals

Expanded Functionality

We are excited to announce the release of contract statuses and auto renewals!

Contract statuses indicate whether a contract is Active or Inactive in addition to more detailed sub-statuses such as Evergreen, Auto-Renewing, or Expiring. The contract status information is presented in a status pill, which is visible across Ironclad wherever contracts are visible. This includes the Dashboard, reminders, and contract relationships search. The contract status is automatically populated and updated based on the effective date, expiration date, and auto-renewal type.

Contracts that are marked as auto-renewing are truly auto-renewing in the Ironclad system. The renewal type for an agreement will govern what happens on its expiration date if it has one. For records where the Renewal Type property has a value of Auto-Renew, their expiration date will automatically be moved forward by their renewal term, up to the maximum number of allowed auto-renewals set in the contract.

An Ironclad user has added the Lifecycle Preset to all of their existing workflow configurations. They want to know if a specific contract is Auto-Renewing. They locate the contract’s corresponding record in the Repository and can see that the record is Auto-Renewing at 180 days. They hover over the contract status pill to see the date it will auto-renew.

• You must add the Lifecycle Preset to your workflow configurations to use these features. To learn more, refer to the Restructure Your Data article and Manage Your Data Academy course.

If you were an Ironclad customer prior to September 13, 2023, an admin must enable this feature. To enable this functionality, navigate to Company Settings > Settings and toggle on Contract lifecycle. You must add the Lifecycle Preset to your workflow configurations before turning on this feature to ensure the statuses are accurate.

If you became an Ironclad customer after September 13, 2023, this feature is automatically enabled.

• Contract and Record Status Overview (Help Center)
  

Contract Status Actions

Expanded Functionality

With the launch of the contract statuses and lifecycle features, all contracts in Ironclad reflect their current status across the product.

However, contract statuses are continuously evolving through amendments, terminations, and other business decisions. In order to reflect the ever changing future of contract statuses, Ironclad now gives you the ability to change your contract statuses using status actions, which can be accessed by clicking on the status pill located in the Repository or metadata panel.

• You must enable contract statuses to use this functionality.
• Any user with edit access to a record can use status action to change the record’s status.
• Today, status actions are meant to manually reflect changes to contracts’ statuses as a result of business decisions/other contracts, rather than initiating them. This feature is based on the assumption that the event has already happened and you are now indicating the same in the product.

While this functionality is automatically available for all users, you must manually enable contract statuses to use status actions.

• Contract Status Actions (Help Center)
• Contract and Record Status Overview (Help Center)
  

Add Weak Examples to AI Custom Clauses / Add Up to 20 Examples to Each AI Custom Clause

Expanded Functionality

You can now add examples with a ‘weak’ training impact to AI custom clauses. You can add up to 20 total examples per AI custom clause.

No action required. Automatically enabled for all users.

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

Send for Signature - Share a Copy

Expanded Functionality

When you are sending a document out for signature from the Dashboard, you can share a copy of the signature request and completed signature packet to any email, Ironclad user, or Ironclad group.

• You can send a copy to up to 30 recipients.
• When you share a copy, your recipients receive a unique email and URL that allows them to view the signature packet.

No action required. Automatically enabled for all users.

• Send a Signature Request with Ironclad Signature (Help Center)

Separate Upload Step When Sending Directly for Signature

UI/UX Change

When you send a document directly for signature from the Dashboard, the Upload step is now split from the Add Signers step.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Clear Signature Inputs in Ironclad Signature

Expanded Functionality

When using Ironclad Signature to sign a contract, if a signature or initial signer tag is populated, you can clear it by deleting the text field and applying your signature in the modal, or by selecting the trash icon.

• You can only clear a populated tag, making it empty.

No action required. Automatically enabled for all users.

• Sign with Ironclad Signature (Help Center)

Click-to-Accept Upgrade

Process Change

We’re upgrading Click-to-Accept! This release brings the classic Click-to-accept experience into Ironclad Signature, introducing new functionality to simplify administration and improve the signing experience.

These features include:

• One Click to Sign: Expedite contract completion with a single click, labeled “Click to Sign.”
• Automated Sign Reminders: Ensure faster contract execution with configurable automated reminders in the Workflow Designer's Sign Settings.
• Contract Context Viewing: Enhance transparency by allowing signers to understand key terms and approvers before signing.
• Translation Support: Sign contracts in multiple languages for global reach.
• Mobile and Tablet Compatibility: Enjoy a user-friendly experience on the go with auto-formatting for mobile and tablet views.
• Enhanced Security: Benefit from one-time password verification and unique signing URLs for added security.

• Custom email branding is not yet available in the upgraded experience.

No action required. If you are currently using custom email branding, your account will not be upgraded.

• Click-to-Accept Upgrade (Help Center)

Security and Data Pro

Expanded Functionality

Ironclad is offering a new add-on to the CLM platform. The Security & Data Pro add-on provides advanced security and data solutions, enabling you to add extra layers of trust, compliance, and governance to your mission-critical apps. The Security and Data Pro package includes the following features:

• Per Tenant Encryption with Bring Your Own Key (BYOK) and Hold Your Own Key (HYOK): Take more control over your data security with customizable data encryption management options.
• User Entitlement Audit Log API: Export logs of 10+ key user entitlement activities, such as login attempts and user group management, which can then be ingested into SIEMs and monitoring tools.
• Workflow Activities API: Export logs of 50+ contract workflow activities, such as turn tracking, comments, and document downloads, which can then be ingested into data visualization tools.

This package requires a technical admin to implement it.

Reach out to your Ironclad representative to learn more about enabling this functionality.

• Per Tenant Encryption Overview (Help Center)
• Export Data in Bulk Using APIs (Help Center)

Enable API User to Use POST/Workflow in Multipart Format

Expanded Functionality

Developers using the API can now use the 'data' field to include existing JSON data and use 'form-data' to include file information in the POST /workflow API request.

No action required. Automatically enabled for all API users.

• Launch a Workflow (Dev Docs)

Autosave Activity Feed Comments

Expanded Functionality

When you are drafting a comment in the Activity Feed, it will periodically be saved to ensure that you do not lose the entire message if you accidentally close your tab.

No action required. Automatically enabled for all users.

No related resources at this time.

Clause Approvers Display in the Approvals Section of a Workflow

Expanded Functionality

When you request exceptions for non standard terms, you can now check the approval status at any time in the Approvals section of the workflow. This includes ad-hoc clause approvals and clause approver configurations at the Playbook position level. Similar to document approvers, you can modify the approver and send reminders. To view the specific clause assigned to the approver, click Go to Clause.

This feature is being rolled out incrementally. It will be available to all users early August. If you would like to enable this feature prior to it being generally available, please reach out to your Ironclad contact.

• Does this update remove the need to select an individual to route clause approvals to for approval?
  • No, these changes do not impact how clause approvals are routed. The option to request an exception still needs to be selected.
• Can I reassign clause approvals in bulk?
  • Yes! To reassign approvals in bulk, refer to Reassign Workflows in Bulk.
• Can I reassign clause approvals using APIs?
  • Yes! To reassign clause approvals using APIs, refer to Update Approval on a Workflow.

This feature is being rolled out incrementally. It will be available to all users early August. If you would like to enable this feature prior to it being generally available, please reach out to our Support team.

• Request Exceptions for Non Standard Playbook Terms (Help Center)
• Manage Approvals (Help Center)

Lifecycle Preset

Expanded Functionality

The Lifecycle Preset is a collection of properties, conditions, and launch form questions to help you easily track key contract lifecycle data in your workflows, such as effective date, expiration date, and auto-renewal information. The library of properties, conditions, and launch form questions in the Lifecycle Preset can be added to any workflow configuration with a single click.

We highly recommend that you use the Lifecycle Preset in most, if not all, of your workflow configurations. To learn more, refer to the Restructure Your Data article and Manage Your Data Academy course.

An admin wants to create a standard data model for all of their workflow configurations. They want to ensure that they collect the most important information from their contracts. They apply the lifecycle preset to all of their existing workflow configurations, published and unpublished, and follow the steps outlined in the Manage Your Data course and Restructure Your Data article to restructure their data. Moving forward, their workflows collect consistent and detailed information as defined by the lifecycle preset and their custom properties.

• You must add the preset to any existing workflow configurations, published and unpublished, in your account. New internal configurations will contain the preset automatically. To learn more, refer to the Restructure Your Data article and Manage Data Academy course.
• The Lifecycle Preset powers upcoming lifecycle features such as contract statuses and auto-renewals. You must add the Lifecycle Preset to your workflow configurations to use these features in the future.
  

While this functionality is automatically available for all users, you must manually add the preset to any existing workflow configurations, published and unpublished.

• Manage Data (Academy)
• Lifecycle Preset Overview (Help Center)
• Use the Lifecycle Preset in Workflow Designer (Help Center)
• Restructure Your Data (Help Center) 

Data Manager

Expanded Functionality

Data Manager serves as a central location to view and manage all of your contract properties and record types across workflows and records. Admins can create, merge, rename, and delete properties, and create and delete record types in Company Settings. Ironclad Data Manager provides the following tools to help you manage and optimize your data:

1. Define and Discover: You can improve the discoverability of your properties and record types by refining their names and descriptions. This also ensures that users share the same understanding of what the property or record type is intended for.
2. Manage Data: As your organization evolves, you can easily manage changes to your data with tools to modify existing data properties and record types, deprecate unused or outdated elements, and create new properties to track.
3. Custom and Standard Properties: You can create and control custom contract properties, pertaining to your unique contract and business needs. For example, you may create and use properties like Region, Billing Contact Email, and Product Name - all of which are custom. Additionally, Ironclad provides a number of system-generated ("standard") contract properties in your account to support consistent data structures and usability.
4. Real-Time Monitoring: At any time, you can view all of your properties and record types and see where they are being used throughout Ironclad. These tools enable your organization to maintain a clear, structured, and easily understandable data model within Ironclad. Using Data Manager, you can provide your team with a consistent framework for capturing and analyzing contract data, leading to improved decision-making and operational efficiency.

An admin wants to create a standard data model for all of their workflow configurations. They want to ensure that they collect the most important information from their contracts. They apply the lifecycle preset to all of their existing workflow configurations, published and unpublished, and follow the steps outlined in the Manage Your Data course and Restructure Your Data article to restructure their data using Data Manager. Moving forward, their workflows collect consistent and detailed information as defined by the lifecycle preset and their custom properties. If they want to edit their properties or record types in the future, they use Data Manager to do so in a central location.

We highly recommend taking the Manage Data Academy course and then walking through the Restructure Your Data article. These resources will help you understand the big picture of how data is now structure within Ironclad, and how to use Data Manger to support this new model.

This functionality is automatically enabled for all admins. To access Data Manager, navigate to Company Settings > Data Manager.

• Data Manager Overview (Help Center)
• Restructure Your Lifecycle Data (Help Center)
• Introduction to Ironclad Data: Key Concepts and Terms (Help Center)
• Plan Your Data in Ironclad (Help Center)
• Clean Up Your Data Schema Models in Ironclad (Help Center)
• Manage and Optimize Data (Help Center)
• Improve Data Discoverability (Help Center)
• Manage Data (Academy)
  

Connected Properties

Expanded Functionality

Properties now span your workflow configurations, workflows, and records (hence, “Connected Properties”). If you edit the property in one location of the product, that change will be reflected in all other places where that property is present. Additional safeguards in Workflow Designer now prevent duplicate properties, and changes to property names and descriptions are limited to Administrators.

• Admins can edit a property’s Display Name, Description, and Visibility. A property’s type cannot be updated after creation. When you make an update to a property, that update will impact all usages of the property. Usages include any other workflow configurations, inflight workflows, records it is used in, along with filters and columns on the Dashboard, Repository, and Insights.
• Non-admins with Workflow Designer access cannot make updates to a property after it is created. You can only create new properties and add existing properties. Contact your admin to upgrade your role to an Ironclad Administrator if you need property edit rights.

This functionality is automatically enabled for all admins. To access Data Manager, navigate to Company Settings > Data Manager.

• Property Types in Workflow Designer (Help Center)
• Properties in Workflow Designer (Help Center)
• Customize Launch Forms in Workflow Designer (Help Center)
• Restructure Your Lifecycle Data (Help Center)
• Manage Data (Academy)

Signature Tag Size Rendering Consistently

Expanded Functionality

Previously, signature tags would occasionally render at a smaller size than intended. This has been resolved, and signature tags now appear at a consistent medium size.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Remove Ironclad Signature (Legacy) from Integrations Options

Process Change

“Ironclad Signature (Legacy)” is no longer an available signature provider integration to link under “Other eSignature Providers” on the Integrations tab in Company Settings. It will only appear under Integrations if you are already linked to Ironclad Signature (Legacy).

• Most companies no longer have “Ironclad Signature (Legacy)” integrated and have been upgraded to the native Ironclad Signature.
• While no action is required on your part, we recommend reviewing Upgrade to the New Ironclad Signature for more information.

No action required. Automatically enabled for all users.

• Upgrade to the New Ironclad Signature (Help Center)

Send for Signature in Sandbox Mode Requires Ironclad Signature

Process Change

Sending a workflow for signature in Sandbox Mode requires having "Ironclad Signature" enabled in your instance. If you use Sandbox Mode without Ironclad Signature enabled, the contract will fail to send for signature, and the end user will see an error at the Sign Step.

No action is required for this change. However, if this update blocks your necessary actions, reach out to your Ironclad contact.

• Upgrade to the New Ironclad Signature (Help Center)

Configure Send for Signature in Company Settings

Expanded Functionality

If you are an administrator, you can now control whether or not anyone at your company can send contracts directly for signature, including other administrators. This provides you with greater control over Send for Signature functionality.

An admin must enable this feature. To enable this functionality, navigate to Company Settings > Settings and toggle on Allow users to upload contracts directly for signature.

• Send for Signature (Help Center)

Signature Tag Size Rendering Consistently

Expanded Functionality

Previously, signature tags would occasionally render at a smaller size than intended. This has been resolved, and signature tags now appear at a consistent medium size.

No action required. Automatically enabled for all users.

No related resources at this time.

Customize Signer Date Format

Expanded Functionality

Wf you are an admin, you can configure the signer date format for your company and your counterparty to best meet your needs. The following formats are available:

• M-D-YYY
• MM-DD-YYYY
• DD-MM-YYYY
• YYYY-MM-DD
• Day Month Year
• Month Day, Year 
• Day of Week, Month Day, Year

Your company prefers international date formats or a different date format for clarity.

Translations are not supported for “Day” or “Month” for these formats:

• Day Month Year
• Month Day, Year
• Day of Week, Month Day, Year
  

An admin must enable this feature. To enable this functionality, navigate to Company Settings > Settings and select a date format. 

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

Alphabetically Sort Salesforce String Fields

Expanded Functionality

Currently, only numeric fields (int and double) are supported for sorting array data in the Salesforce integration mapping. This update will introduce support for alphabetical or lexicographic sorting of string fields.

A seller using Ironclad presents a table of subscriptions in their Order Form contract template. These subscriptions appear on the Salesforce Quote as individual Quote Lines and each have a specific start date. The seller might leverage Ironclad’s enhanced sorting ability to ensure that the subscriptions appear in the table in order of when they are scheduled to begin.

Similarly, if the agreement involves shipping products and we want product line items going to the same destination city to appear together in the product table, the seller might sort the Quote Lines by the name of the destination city.

• Upon selecting Ascending By or Descending By all Text and Date fields on the target Object will appear in the sort field dropdown to choose from.
• Date sorting uses standard chronological ordering, while string sorting uses a case-insensitive ‘alphabetical’-like sort. Note that numbers come before letters in the sorting. Certain stylized/accented characters can have unexpected results.

No action required. Automatically enabled for all users.

No relevant resources at this time.

Microsoft Teams Integration

Expanded Functionality

Ironclad’s Microsoft Teams integration allows users to launch workflows, review workflow details, and be notified when an approval is needed. Threads and replies will be synced between the two systems, allowing for seamless conversations, helping you close contracts faster - all without leaving teams.

For a list of frequently asked questions, please refer to Integration with Microsoft Teams.

An admin must enable this feature. To enable this feature, navigate to Company Settings > Integrations and connect Microsoft Teams.

• Integration with Microsoft Teams Overview (Help Center)