What's New in Ironclad: February 2025

Click Follow in the 2025 Release Post section to be notified when there is a new release.

 

Run AI Suggestions on Existing Records in the Repository

Previously, you could only extract AI Suggestions by uploading executed contracts to the Repository using Smart Import. Now, you can also run AI suggestions on existing records in the Repository.

AI Suggestions in Repository, including Smart Import, are AI-powered features that simplify the process of tagging your existing and uploaded contracts by utilizing AI technology to analyze and extract data from them. Each document is also full-text searchable in the Ironclad Repository through our best-in-class OCR technology.

There are two ways to use AI to extract data from your contracts:

AI Suggestions on Uploaded Contracts (Smart Import)

You can upload executed contracts and other documents directly to the Repository. This is useful if you have historical contracts that you are migrating to Ironclad or if you have a contract that was executed outside of an Ironclad workflow.

You can upload multiple documents at a time using Smart Import.

For more information, refer to Smart Import and AI Suggestions in the Repository Overview.

 

AI Suggestions on Existing Records in the Repository

You can run AI on your existing records in the Repository. This is especially useful for analyzing contracts you've already negotiated in Ironclad and evaluating how changes to your custom AI clauses or properties affect your contracts. You can select up to 2,500 records at a time to run AI on. If a record was previously added to the Repository using metadata import, AI suggestions will not be gathered on the record. When the analysis is complete, you'll receive an email with the results in a CSV file.

For more information, refer to Smart Import and AI Suggestions in the Repository Overview.

 

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New Access Controls for Documents During Workflows

Now, Workflow Designer admins can set separate permissions for sharing PDF documents throughout workflow stages and add document permissions during the Sign step. All document permissions can now be configured based on Workflow conditions, ensuring the right people have access at the right time.

For more information on configuring download permissions, refer to Manage Download Permissions During the Sign Step.

 

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Restricted Edit for Certain Fields During the Archive Step

For multiple choice, dropdown, and multi-select fields, the available options are now limited to those defined in the workflow configuration at launch. Any edits made in the archive form will update both the workflow attributes and the record. This applies to both in progress and new workflows.

For more information on restricted edits during the Archive step, refer to Edit Metadata.

 

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Sign with Ironclad Updates

Manage Signature Coordination via API

The Signature Coordinator APIs provide tools for managing electronic signatures. You can now perform these key functions using APIs:

• Retrieve information about a workflow in the Sign step
• Send reminders
• Update and remove signers
• Send and cancel signature packets

For more information on Signing Coordinator APIs, refer to the Developer Hub.

 

 

Embed Signing

You can now embed the signing experience directly into customer-hosted applications. Businesses can eliminate unnecessary steps, reduce friction, enhance security, and keep users engaged within their own platform, leading to faster transactions and higher completion rates.

To learn more, refer to Embed Signing Overview.

 

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Download the Ironclad Connector on Mulesoft App Directly in Ironclad

You can now download the Ironclad Connector on Mulesoft app directly in Ironclad. To use the Ironclad Connector on MuleSoft, navigate to Company Settings > API > OAuth. You can then either create a new OAuth app or select an existing one to use with MuleSoft. Under Integration connectors, click Download .jar file. You can then click the Upload to Mulesoft link to gain further instructions on how to install this connector into your MuleSoft Anypoint Studio.

To learn more, refer to Ironclad Connector on Mulesoft Overview.

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Jurist: Key Product Updates

Our AI legal assistant, Jurist, now includes two major enhancements:

• Ironclad Repository Integration
• Redline Tracking