This article will walk you through the updated Repository View on the Dashboard. This includes all functionality previously found in the Repository Tab at the top-level navigation of Ironclad, moved into the main dashboard to enhance your ability to leverage all contracts and workflows where relevant.
On Aprril 10th, 2025, the Repository functionality of Ironclad was integrated into the existing dashboard. 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.
It is important to note that the Repository is NOT going away and functionality is not significantly changing - It is being moved into the Dashboard because of overlapping functionality that will allow you to unlock more in your contract process.
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.
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.
Preset Repository Views
| Preset View | Description |
|---|---|
| Active | Records that have not expired or been terminated, based on the renewal date in the record properties |
| Upcoming Deadlines | Records that have an upcoming renewal based on their Executed Date property |
| Updated Predictions | Records that have new AI predictions applied to them. NOTE: If this view contains records, it will be visible to users with edit access to records. |
| Duplicates | Automatically detected duplicate records based on the document. NOTE: If this view contains records, it will be visible to users with edit access to records. |
Dashboard FAQs
Please refer to the Unified Dashboard FAQs found here.