This article will provide you with all of the information you need to know about the new unified dashboard and workflow page coming. This includes: an overview, links to additional resources, instructions on how to test this for yourself, and FAQs.
Ironclad’s New Unified Dashboard
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.
Ironclad's New Workflow Page
Ironclad’s workflow features have grown over time, and as the workflow page becomes more powerful, we’ve heard your feedback on how much harder it has become to focus on what’s most important in your workflow: progressing the workflow. We want to reduce the time you spend onboarding to Ironclad and fielding day-to-day questions about how to use Ironclad. We’re also laying the foundation for new features to come.
We’ve been working with customers like you over the past two years to understand our customers’ contracting goals and how we can improve the workflow page to serve these goals. This valuable ongoing feedback has helped guide our redesigns, ensuring that we’re serving all our customers across Sales, Procurement, Legal, Legal Operations, and more.
The new workflow page design:
- Helps you quickly see the status of your contract
- Shows you what tasks are outstanding to expedite your contracts
- Gives you visibility into your teammates’s responsibilities on a contract
- Groups related content and actions so you can find them intuitively
- Reduces the time you and your team spend on training and troubleshooting in Ironclad
What New Features Does the Updated Workflow Page Offer?
The Banner: Get Your Bearings and Get Going
The banner at the top of the page empowers your team to move quickly by highlighting the current state of negotiation, like who’s responsible for what, what needs to happen next, and if you are assigned to anything today.
Workflow Details: See Who’s Working on What
The workflow details expand under the banner and help your team take the right steps at the right times, from reviewing the contract, to coordinating the signatures, to signing and archiving the documents.
On the new page, the workflow details also stay consistent from step-to-step, so that you always know where to go and what to expect.
Documents Section: All Your Documents in One Place
The Documents section consolidates previously scattered documents across the center and right side of the page. In the new design, you can find everything in one place, from drafts generated by your company to files added for reference.
Properties Section: Key Information at a Glance
The Properties section boosts your confidence in negotiating complex contracts. It displays a contract's terms at a glance and allows you to update them across all contract documents with a single action. Editing properties is now more intuitive with the Edit action directly in this section.
Activity Feed: Team Collaboration in Real-Time
The streamlined Activity Feed gives you everything you need to join the negotiation. Catch up on your team’s discussion, tag your teammate in a question, or forward a counterparty’s email to the team. You can also more easily search and filter on past activity.
View and Manage your Integrations
Underneath the Documents section, you will find the Integrations section if there is an activate integration for your workflow. When you hover over the integration, you can refresh from source, open the linked source, open the account, or unlink the integration.
Where Do I Find Some of the Existing Workflow Page Functionality in the Updated Experience?
We made it easier for you to find important features by grouping them with related features and content.
See Workflow Details
Click on the banner to gain more context about the workflow’s status. See what happened before and what’s happening next, reassign tasks to your teammates, and add new reviewers and signers into your workflow.
Share Documents
Find the sharing feature next to other document actions in the new Documents section.
Upload New Documents
Find the upload feature next to other document actions in the new Documents section.
Reasons for Approval
Showing the conditions that triggered the approval is now configured by Ironclad Admins. It defaults to hiding the approval reasons, so if you want to show them, the Ironclad Admin must go into Company Settings > Settings > and click Show reasons an approval was triggered on the workflow > Update.
Track Turns
Find the turn status next to the drafts being shared, and click on the status pill to see more detailed timelines.
Edit Info
Edit properties directly in the Properties section.
Ironclad ID
Easily grab the Ironclad ID next to the contract name in the new page header.
Forward Email to Activity Feed
Never miss a chance to forward your counterparty’s emails into the activity feed again. Find this feature quickly within the activity feed header itself.
Frequently Asked Questions (FAQs)
We understand that these changes come with many implications, and we want to ensure you're fully prepared to seamlessly navigate the new interface. To help, we've compiled a list of key questions and answers to address your concerns.
If you have any additional questions, please don’t hesitate to reach out to your Ironclad representative!
General Transition and Usability
| Question | Answer |
|---|---|
| Will users be required to use the new unified dashboard, or can they continue using the current version? | All Ironclad instances will be migrated to the new interface starting April 10th, after which the previous UI will not be generally available. |
| Can users customize the layout, such as reordering sections and adjusting settings? | Users can customize the order of all their custom views. In the future, we are considering more customization, such as hiding or reordering all views, including the defaults. |
| Will historical data and previous configurations remain intact after the update? | Yes! There are no changes to the workflows, records, insights charts, or reminders that were created prior to this update. |
| How frequently will updates or bug fixes be released moving forward? | New features will be released several times each quarter as part of standard Ironclad releases. Bug fixes will be deployed to customers as soon as fixes are identified and tested. |
| Will there be a rollback option if we experience major issues after updating? | If you encounter issues, you should reach out to Ironclad Support. If there are major issues they will be fixed as part of our standard incident response and bug triage. |
| How can we test the new system before fully committing to the transition? | Reach out to your customer success team for early access. |
| Does the new Workflow Page or Unified Dashboard impact my Salesforce integration or any APIs? | No, there is no impact to the Salesforce page layout. There are also no changes to the APIs are coming with this update. |
| Does the new Workflow Page or Unified Dashboard impact my eSignature integrations? | No, we have maintained the same eSignature functionality in this new UI. |
| How can users easily distinguish between which docs get included in the signature packet and which ones do not? | We have not changed any functionality around that, so documents that would show up under main document continue to do so. We will next be working on a clearer view of which documents are in your signature packet. |
| How do we differentiate which document was generated from a template within the workflow configuration vs. uploaded via launch form questions as supporting documents? | Documents uploaded via the launch form are found in Documents under a subheader “Mapped to a property”. |
| Can Properties still be organized through Workflow Designer as we can today? | Yes, properties ordering and categorizing in sections are honored. We are no longer highlighting starred properties, however. |
| Are instructions auto generated or does that need to be configured in Workflow Designer? | Instructions need to be configured per Approver in Workflow Designer. |
| Are there any changes coming to the Activity Feed, such as threading discussions? | How you engage actions in the Activity Feed has changed, but we have not changed the organization of the activity in the feed itself. We are looking into enhancements like threading. |
| Why is the focus on approvers and reviewers and not the documents on the new workflow page? | We have focused on making it clear what where the contract is currently at, and what its' next steps are, side by side with the Document information. We understand how important the document itself is, and there is more functionality on the horizon to make it easier to visualize and control your documents that are part of the contract/signature packet, and those that are just for reference. |
| Has anything changed with Edit Properties? | The location of the action has changed, but the Edit Properties modal and functionality remains the same. Any updates to properties will sync to the document, unless a new document version has been uploaded that breaks the sync, which is current behavior. |
Technical and Functional Changes
| Question | Answer |
|---|---|
| How does the system determine and handle duplicate entries? | The unified Dashboard will only show either the workflow or record version of a single contract. Ironclad identifies duplicate records by comparing a hash of the uploaded document against the uploaded document in other records. |
| Will there be changes to user roles, permissions, and access levels? | No. |
| How will data migration work for existing users, and will there be any downtime? | There will be zero downtime for this update. |
| What improvements are being made to search functionality and filtering? | To help narrow your results, the unified Dashboard will now allow you to search document text or properties within a saved view that contains workflows or records. Additionally, you can now save your search text as part of a custom view. |
| Will there be changes to the way notifications or alerts work? | No. |
| Are there improvements in reporting, analytics, or data visualization? | Yes! You can now drill down on Insights charts that contain records. Clicking on any element chart can link back to a view that lists the associated records displayed within a chart’s data. |
| Will automation capabilities be expanded or modified? | No. |
| How will tagging, categorization, or metadata management be improved? | This update does not aim to improve metadata management, but how you find and act on contracts within Ironclad. |
| Are there any changes to integration capabilities with third-party tools? | No, API and first class integrations remain unchanged. |
| How does the new system handle version control or audit tracking? | There are no changes to our tools for version control and auditing with this update. |
| Are there any enhancements to collaboration features, such as commenting or sharing? | There are no updates to collaboration features - commenting and sharing documents work the same as they do today. |
Performance, Security, and Compliance
| Question | Answer |
|---|---|
| Will performance and speed be affected by these changes? | No. |
| How does this update impact security, data privacy, and compliance requirements? | There are no changes to Ironclad’s security posture, privacy policy or regulatory compliance. |
Support and User Assistance
| Question | Answer |
|---|---|
| Where can users provide feedback, request additional features, or report issues? | Reach out to Ironclad Support or your account team. |
Pricing and Subscription Changes
| Question | Answer |
|---|---|
| Will there be changes to pricing, licensing, or subscription plans with this update? | No, these are included. |