Manage Entities on the Dashboard

Filter by Entity

You can filter by entity. To do this, click on the Dashboard tab at the top of Ironclad, and then click the All filter. In the filter dropdown, select Entity from the list of properties. You can then select an entity to filter contracts by.

Add an Entities Column

You can add an Entity column to the Dashboard. This can be useful to understand which contracts are assigned entities or which contracts are associated with the same entity. To add an entities column, click Add column indicated by a plus sign. A dropdown list of all of your record properties from your completed workflows display. Click Entity.

Tag Contracts with Entities in Bulk

You can bulk edit contracts on the Dashboard and tag them with entities. This is especially useful when you need to quickly associate multiple existing contracts with a single entity.

1. Click on the Dashboard tab.
2. Select the workflows you want to take action on. A menu bar displays at the bottom of the screen.
3. Click Edit > Edit contracts.
4. In the Select a property dropdown, select Entity.
5. In the Enter a new value dropdown, select an entity.
6. Click Update.