This article will walk you through how to view and manage obligations from within an entity.
In Ironclad CLM, entities serve as a single, unified hub for all the organizations or partners you engage with, such as companies, contractors, educational institutions, and other collaborators. This enables quick contract creation and provides insights about your counterparties. You can easily understand your overall relationship with a company and find recently signed contracts.
When creating an obligation, it is linked to a workflow/record within Ironclad. If the workflow/record has an entity assigned to it, the obligation is automatically associated with that entity. In the Entities Dashboard, you can select an entity and navigate to the Obligations tab to view all obligations tied to contracts linked to that entity. Obligation permissions follow the associated contract’s permissions. Obligation permissions are inherited from the associated workflows/records. This tab may not be available in your Ironclad instance.
If you click on an obligation, the document the obligation is associated with displays. From here, you can click the Obligations tab located on the right and view a list of the obligations associated with that document, as well as edit, delete, and add obligations. Refer to Create and Manage Obligations to learn more.