This article will walk you through how to view and manage obligations from within workflow or record.
When an obligation is created, it is linked to a contract within Ironclad. You can click on any workflow or record, and then click on the associated document. The document displays.
From here, you can click the Obligations tab located on the right and view a list of the obligations associated with that contract, as well as edit, delete, and add obligations. Obligations are grouped together by their obligation type. Refer to Create and Manage Obligations to learn more.
Add an Obligation
To add an obligation, click Add obligation located in the top right corner. A panel displays on the right where you can add an obligation to the contract.
Edit an Obligation
To edit an obligation, click on the obligation you want to edit and a summary window displays on the right. Click Edit located in the top right corner. The Edit obligation modal displays on the right.
Delete an Obligation
To delete an obligation, click on the obligation you want to delete and a summary window displays on the right. Click Edit located in the top right corner. The Edit obligation modal displays on the right. Scroll to the bottom and click Delete obligation.