This article will provide you with an overview of the Ironclad for Word Add-in. The Ironclad for Word Add-in is still in early access and going through Microsoft review. Ironclad is targeting a GA date of April 10th, 2025.
The Ironclad for Word Add-In allows users of Microsoft Word to search for Ironclad documents from within Microsoft Word, providing easy access to documents without needing to enter Ironclad. In addition, the add-in:
- automatically detects Ironclad documents when downloaded from Ironclad, connecting the document to the correct workflow and version history.
- provides the ability to save back to Ironclad at any time, allowing legal team members to complete extensive review and then save a single version back to Ironclad when complete.
The Ironclad for Word Add-In is compatible with both Word Desktop and Word Online.
Install the Ironclad for Word Add-In
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Open Word.
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Click on the Add-ins button.
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Search for Ironclad.
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Click Add.
Sign In to the Ironclad for Word Add-In
After installing and opening the add-in, you will be prompted to sign into your Ironclad account.
If your company uses Ironclad’s North America domain - ironcladapp.com - then sign in with your preferred method. If your company uses another domain - e.g. eu1.ironcladapp.com - then select your workspace first and, once selected, log in with your preferred method. Once you’ve selected your stack your preference will be remembered in future logins.
Use the Ironclad for Word Add-In to Find a workflow
The Ironclad for Word Add-In automatically detects and connects documents that originated in Ironclad to their correct workflows. Sometimes third-party systems may remove the metadata that enables this detection. You may also want to edit a document's latest version in Word without visiting ironcladapp.com. In either case, the Add-in lets you connect to the correct workflow and document directly within Word.
To begin, search for your document's associated workflow using free text search or filters for properties such as counterparty.
Next, select the document you are working on, or add a new document.
Upload Back to Ironclad
After connecting your Word document to the correct Ironclad workflow and document, you can save it back to Ironclad directly from Word.
This feature works independently of Word's regular save function. You can complete extensive editing sessions without worrying about losing work or creating too many versions in Ironclad. When you're finished, simply click Upload to Ironclad to create a new version that matches your latest Word document.