Create and Manage Entities

This article will walk you through how to create and manage entities. This includes how to create individual entities and edit existing entities.

Before You Begin

In Ironclad CLM, entities serve as a single, unified hub for all the organizations or partners you engage with, such as companies, contractors, educational institutions, and other collaborators. Entities include companies, individuals, partners, and vendors you regularly do business with. Ironclad CLM lets you store essential information to streamline future contracts and keep all contract details in one place.

Before creating entities for the first time, verify you have completed the following steps:

• Configure your entity access permissions to ensure proper visibility for any entities you create.
• Configure your relationship types. A relationship type defines how you interact with your entities.
• Configure the properties you want to include for each relationship type. Entity properties are data points you want to collect and track. These are shared with your team and can be reused throughout Ironclad.

After completing these steps, you can either create entities individually or import them in bulk.

Create an Entity

Only users in the administrator group or users in a group that is granted create entity permissions can create entities.

1. Click the Entities tab.
2. Click New entity.
3. In the Name field, enter the name of the entity. This field is required.
4. In the Relationship dropdown, select the relevant relationship type.
5. In the Business Type dropdown, select whether the entity is a Company, Individual, Nonprofit, or Other.
6. In the Status field, select whether the entity is Active or Inactive. This field is required.
7. A variety of fields display. Some of these fields may be optional or required depending on how the relationship type is configured. You can enter the entity’s Address, Point of contact name, point of contact email, Legal Name, Salesforce ID, and Alternative Names. The displayed fields depend on the selected relationship type and its configured properties.
8. Click Create.

Edit an Existing Entity

Only users in the administrator group or users in a group that is granted edit entity permissions can edit entities.

1. Click the Entities tab.

2. Click the entity you want to edit, and then click Open overview page indicated by two arrows.

3. Click the three stacked dots located next to the entity’s name, and then click Edit entity.

   

4. Edit the entity’s information. You cannot edit the entity’s category or schema.

5. Click Save (indicated by a check mark) and confirm your changes. Any changes to the entity property will be applied to all usages of it across Ironclad.

View Entity Details

Only users in the administrator group or users in a group that is granted view entity permissions can view entities.

1. Click the Entities tab.
2. Click the entity you want to edit, and then click Open overview page indicated by two arrows.
3. There are three tabs available:

   1. Details: The Details tab contains the entity’s information.

      

   2. Contracts: The Contracts tab displays all of the contracts associated with the entity.

      

   3. Obligations: This tab displays all of the obligations that are tagged on contracts associated with the entity that you can view. Obligation permissions are inherited from the associated contracts. This tab may not be available in your Ironclad instance. If you want to learn more about enabling obligations in your environment, please reach out to your Ironclad representative.

      

Delete an Existing Entity

1. Click the Entities tab.
2. Click the entity you want to delete, and then click Open overview page indicated by two arrows.
3. Click the three stacked dots located next to the entity’s name, and then click Delete entity. Confirm the deletion. This action cannot be undone.

Next Steps with Entity Management

To continue with entity management, we recommend walking through the following help center articles:

• Entities Overview
• Create and Manage Relationship Types and Entity Properties
• Configure Entities in Workflow Designer
• Use Entities in Workflows
• Connect Entities and Records
• Entity Permissions Overview
• Import Entities into Ironclad