Ironclad’s New Dashboard

This article will walk you through the new Ironclad Dashboard. You will learn basic information about the various buttons and features available on the 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 contract workflows by using all available contract properties. You can then save the filtered and sorted reports as custom views so you don’t have to repeatedly search for the same criteria. You can also share these reports and custom views with your peers for collaboration.

 

New

The New button enables you to start a contract workflow. To begin a contract workflow, click New and click Start a workflow. Select the template you would like to use. The contract workflow launches and allows you to enter the information needed to initiate the agreement.

 

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Search

The search bar enables you to search for contract workflows based on their title or contract properties (excluding emails). You can search for a contract workflow across all of your contract workflows, or within a filtered view. The search bar supports partial matching and is not case sensitive. For example, if you type son, you will see results such as Johnson and Sonny.

To begin searching, type what you are looking for in the search bar and hit Enter. By default, this will search all contract workflows. If you want to perform a search within a filtered view, type what you are looking for in the search bar. In the dropdown below, select the search with the name of the filtered view you want to search within.

 

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Dashboard Filtering

The filters Dashboard provides you with a robust way to search your contract workflows for system data and properties.

 

Default Filters

There are five default filters displayed on the Dashboard: Stage, Type, Counterparty, People, and Date. You can click on one or multiple of these filters to define filtering criteria.

 

Basic Filtering

To start filtering, click All to display the filtering dropdown. Select a filter from the dropdown. You can filter by contract workflows, users, fields, clauses, and properties.

After you select a filter, you need to select a condition for that filter. Conditions are dynamic to the data type of the filter. Check out the table below for more information on each type of data:

Type of Data	Description
Strings	Is: Exact match for the filterContains: Matches the text anywhere it appears in the filter
Numerical Values	Is between: Allows you to set a rangeOther options: >, ≥, <, ≤, =
Tuples	Tuples do not have conditions. They only have filter option itself.
Dates	Is between: Allows you to set a rangeIs: Exact match for the filterIs After: All dates after the entered date (excluding the entered date)Is On or After: All dates after the entered date (including the entered date)Is Before: All dates before the entered date (excluding the entered date)If On or Before: All dates before the entered date (including the entered date)

After you select a filter condition, you can select the filter itself. Begin typing and the filter’s autocomplete helps you find a list of matching filter options along with the number of contract that each option maps to.

 

Advanced Filtering and Conditional Statements

In addition to basic filtering where you can chain together multiple filters with AND/OR statements and use the system data, you can also filter on contract properties by clicking Advance mode.

Note: If you switch a top-level statement, all of the statements below it will also be updated. 

 

Filter Groups

You can create nested groups of filters to perform complex searches of their workflows. Filter groups enable you to build queries that can chain different conditions together. For example, you can build a search to show ‘All workflows assigned to me AND that have an NDA contract type OR inbound contracts AND have ‘NDA’ in their name.’ This query will help you fetch all NDAs that are assigned to you, irrespective of whether they were generated internally or inbound agreements.

 

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Columns

Columns enable you to view the most relevant information about your workflows. By default, Ironclad’s dashboard displays the Name, Stage, Turn, Number of Turns, Assignees, Latest Activity, and Date Created columns.

 

Starred Workflows

You can add workflows to your Starred view by selecting the star located to the left of the workflow you want to add. When you star a workflow, it is only added to your view. Other users will not be impacted or see who else has starred a workflow. To learn more about views, refer to Manage Views.

 

Latest Activity Column

The Latest Activity column includes a few more details on actions that modify the workflow state. If you want to learn more about what appears in the Latest Activity column and details of the action taken, check out the table below:

Latest Activity	Details of Action
User {Name} Commented	{user} or {email} added workflow or document comment
Form Request Sent	Assigned form request sent to {assignedRole}
Document Generated	Document created
Role Rejected	{user}/Ironclad Rejected on behalf of {role}
Role Approved	{user}/Ironclad Approved or overrode Approval on behalf of {role}
Reverted to Review	{user} reverted workflow to Review
Information Edited	{user} edited contract information or updated workflow document(s)
Document(s) Updated	{user/email} updated document via email or {user} updated workflow document(s)
Approvals Collected	All Reviewers have Approved the contract
Signature(s) Requested	Signature request(s) have been sent out
Signature Collected	{signer names} signed the contract
Signature Declined	Signer declined e-Signature request
Contract Signed	All signers have signed the contract
Signature Request Canceled	Signature request was canceled
Reverted to Sign	{user} Reverted workflow back to Sign step
Contract Auto-Archived	Contract automatically archived, no approval required
Workflow Canceled	{user} canceled workflow (and mentioned users)
Email Received	Email received from {email or user}
Information Refreshed	{User}Refreshed contract information via linked source
Information Error	Ironclad was unable to pull information based on updates in {linkedSourceName}
Contract Archived	{user} Approved the contract to be archived
Form Submitted	{user}/{email} Submitted information request or {user} submitted assigned form

 

Custom Columns

You can add custom columns based on your contracts’ data to your dashboard. This enables you to look at your information at a glance without clicking into the workflow.

To add a contract’s properties to the Dashboard as a column, click the Add column icon indicated by a plus sign. Begin typing and the column’s autocomplete helps you find a list of matching property options. Select the one you want to add as a custom column. You can reorder columns by clicking and dragging them. To sort a workflow based on a column, click on the column’s name on the dashboard. Columns can be sorted in ascending or descending order.

 

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Views

Views are a combination of saved filters and columns that allow you to easily access relevant workflows without having to manually search each time.

The Views panel is located on the left. You can open or close it by clicking the Hide sidebar icon indicated by two arrows. Next to each view’s name in the view header, there is a count of workflows in that view. This number reflects the number of workflows shown in the table at that moment, including when filtered by search.

 

Preset Views

By default, the Dashboard has preset views. These views have a default state that they can always be restored to. You can apply additional filters to these preset views and either save those filters as a new view or reset the view to its predefined state.

 

Custom Views

You can save a combination of saved filters and columns that allow you to easily access relevant workflows without having to manually search each time.