This article provides a basic overview of the new unified Ironclad Dashboard, which combines the Dashboard and Repository tab capabilities.
Introduction
We’re merging the Ironclad's Dashboard and Repository into one place that offers all the functionality you need to find and manage data at scale throughout the contract lifecycle.
Historically, these were separate experiences—one for pre-signature workflows and the other for signed and archived records. Despite this split, they both require similar capabilities like search, filtering, saved views, and bulk actions. In the past, some tools and features worked differently, or weren’t available at all, depending on which tab you were using. By integrating these experiences, we’re ensuring that all features work consistently across both.
Here’s what you can expect from the unified Dashboard:
- View, search, and filter all your contracts in one place
- Drill down on insights across both workflows and records data
- Set email reminders for everything
- Save your Dashboard searches
While we're integrating the Dashboard and Repository, certain capabilities will remain unchanged:
- Your views and reminders will be fully preserved
- User and group permissions will stay the same
- Workflows and records will still exist as distinct states, each with unique features and properties based on the contract’s stage
- Ironclad's public API endpoints and third-party integrations will not change with this update
This update brings efficiency and consistency, without disrupting your existing workflows.
What New Features Does the Unified Dashboard Offer?
Search and Filter Across Both Workflows and Records
By default, you’ll have access to all your contracts (both in progress and archived) in the Dashboard, allowing you to search and filter across your workflows and records. In addition, we're introducing saved searches, so you can quickly revisit your previous text searches and any filters you've configured.
Saved Views for Easy Access to Workflows and Records
Create custom views across all contract stages, or quickly access the same views you’re familiar with from both the Repository and Dashboard with just one click.
Quick Contract Previews, Right from the Dashboard
Click on any contract (both in progress and archived) in the Dashboard to instantly preview key details—such as the title, documents, properties, and more. This provides a quick summary, allowing you to dive into the documents or workflow page based on the next steps you need to take.
Seamless Bulk Actions Across Workflows and Records
Ironclad intelligently adapts to the contracts you select, allowing you to easily edit, reassign, or export data across both workflows and records.
Create Email Reminders for Any View
With views now spanning both workflows and records, you can set email reminders for both pre-signature and post-signature stages. Reminders will be in the overflow menu.
Create Insights Charts and Dive Deeper Into Your Data
With Ironclad Insights, there’s no need to create separate charts for workflows and record charts. All your data is now available in the Dashboard, allowing you to create a single chart and drill down into all of your data.