This article outlines the fast follow improvements we're making in response to your feedback on our recent UI redesign on April 10th, 2025.
At Ironclad, we're committed to continuously improving our platform based on your feedback. Since our recent UI update, many of you have shared valuable insights about your experience. We've been listening carefully, and we're excited to announce a series of fast follow changes designed to address your most common concerns and suggestions.
Enhancements That Are Live Today
1. Workflow and Record View Counts
Starting 5/12, we will begin rolling out an update over the following two weeks to restore workflow and record counts in the left-hand view sidebar of your Ironclad Dashboard. No action is needed—this fix will apply automatically and has no downtime.
To optimize performance, counts will now be displayed for your first 25 custom views under “My views.” To see counts for other views, click Reorder views to move them up, and counts will be instantly available. Default views will continue to show full counts.
2. All Records Dashboard View
A new "All Records" view is now available in the Repository section of the Dashboard. This view displays all records visible to you, including both completed workflows and imported records.
3. Quick Document Access on Workflow Page
On the Workflow page, we've enhanced the Document tile by making it fully clickable, providing you with immediate access to your documents.
Note: turn tracking button within the document tile still functions as before and will display turn tracking information when clicked.
4. "Assign to Yourself" Option Now Available for Integration Approvals on Workflow Page
We've added a convenient new "Assign to yourself" option for integration approvals. This feature allows you to quickly take ownership of approval requests and proceed with your review process.
Coming Soon On May 15th
1. Edit Record Properties from Dashboard Preview Pane
Users with the necessary permissions can now edit record properties directly from the Unified Dashboard using the preview pane.
2. View and Manage Access from Dashboard Preview Pane
On the Dashboard, you can now view who can access a particular record or workflow, and (if you have the necessary permissions) configure permissions on a workflow or record from the preview pane.
3. Edit Button for Main Documents on Workflow Page
You’ll see a new Edit button on the Workflow Page for documents generated from a template or uploaded as counterparty paper. If there’s only one main document, it opens in the editor automatically. If there are multiple documents, you can select which one to edit from a dropdown. This doesn’t apply to attachments or other non-main documents.
4. Improved Clause and Playbook Error Visibility
Clause error pills now appear in red. When you select a document, the Doc Preview shows a banner with clause error details. The message adapts based on your edit permissions.
5. Updated Company Settings Page
We’ve made technical and design updates to the Company Settings > Settings page to support future improvements and simplify maintenance.
You’ll see a refreshed layout, and settings now save automatically when toggled—no need to click an Update button. Existing functionality remains unchanged.
6. Updated Group Details Page
The Group Details page has been redesigned to improve user access management. Admins can now search by user name or email, bulk delete users, and filter users by seat type. The interface also allows you to easily see which seat types are granted through each group, making it easier to understand and manage seat assignments.
Additional Feedback We’re Addressing
We’ve heard your feedback on other important aspects of the platform that we’re actively working on. While we don’t have specific release dates for these items yet, we want you to know that they are on our radar and in development. We appreciate your patience as we work to get these right.
Skip Dashboard Preview Pane to Get Direct Access to Workflow or Record
We recognize that the new navigation design now requires an extra click to get to your workflow and records. We’re exploring options for a shortcut to get you direct access to your workflow and records. To ensure this shortcut is intuitive and easy to use, we’re refining our approach and conducting usability tests before we roll out a solution.
Your Feedback Matters
These changes are a direct result of your thoughtful feedback, and we're deeply grateful for your patience and partnership as we refine the platform.
Have more feedback? Please continue to share them with your account team or reach out to our Support team here.
Frequently Asked Questions (FAQs)
| Question | Answer |
|---|---|
| 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. |