What's New in Ironclad: October 2025

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Display Form Sections Exclusively During Archive Step

You can now configure form sections to only display at the Archive step.

If a section is configured to display only at the Archive step, it will not display on the Launch Form. To access and complete this section, click View and edit properties during the Archive step.

To review some Frequently Asked Questions (FAQs) related to this feature, refer to the FAQ section at the bottom of this article.

Include Checkboxes with Click-to-Accept

You can now include checkboxes with Click-to-Accept. This enhancement helps you stay compliant with the FTC’s recently amended Negative Option Rule (16 CFR § 425, effective May 2025), which requires stricter standards for obtaining express informed consent to recurring billing terms.

Add Your Company Logo to the Signing Experience

You can now include your company logo in the Ironclad Signing UI. This enhancement allows you to brand the signing experience, creating a more familiar look for counterparties.

Focus on a Single Property in a Record

When reviewing records in the Imports tab, you can now isolate a single prediction even if multiple highlights appear in the same sentence. Click a property in the metadata panel to temporarily focus on its highlight, reducing visual clutter. Once you remove the focus, all highlights reappear.

Automatic Cleanup of Comments and Tracked Changes When Uploading Template

When you upload a template in Workflow Designer, comments and tracked changes are now automatically removed from the template. This eliminates the need to return to Word to manually accept or reject changes before using the template.

You will receive a warning if the template has been modified during upload. You can then choose to proceed with the automatically cleaned version or revert and handle the changes in Word yourself.

New AI Custom Properties Columns

You can now enable two new columns in the Data Manager to display the current state of a property:

• AI Configuration Types displays the type of AI configured for that property (e.g., Standard AI, Not supported, or Not configured).
• AI Enabled displays which properties have AI enabled or disabled.

Imports Sorted By Creation Date

Import projects on the Imports page are now organized by creation date. Previously, editing an import project’s name could disrupt the order, but with this update, projects remain sorted by their original creation date.

Entities

The following functionality has been added to entities:

Connect Entities to Contracts Using Readable ID During Import

You can now use an entity’s readable Ironclad ID (for example, ENTITY-11) when linking entities to records through metadata import. Previously, this process could only be done using the entity UUID (Record ID).

Manage Entity Families In Bulk

You can manage entity families in bulk via entity import or API.

Enhanced Obligations Management

We’ve improved the user experience when editing obligations in Ironclad to make it more intuitive, consistent, and error-resistant:

• The Obligations Edit panel has been redesigned for better clarity and visual consistency.
• The Entity field is now automatically derived from the parent contract, and is uneditable to maintain data integrity.
• The None obligation type has been renamed to Other. A corresponding data migration has been performed to update existing records, making it easier to search, filter, and stay consistent.

Multi-Organization Support in Salesforce

You can now integrate multiple Salesforce organizations into a single Ironclad instance. This means you’ll be able to:

• Manage all workflows, setup, and contracts in one centralized location
• Maintain separate data mappings for each organization
• Preserve existing permission structures for different organizations
• Import and export workflow configurations across organizations for consistency
• View everything through a single dashboard and contract repository

Salesforce Bulk API Support in Ironclad

We now support Salesforce Bulk API for faster, large-scale data transfers. You can now asynchronously insert, update, upsert, or delete thousands of records at once. Once you’ve submitted your request, the operation is processed in the background, freeing you up to continue working while reducing the load on real-time API limits.

The Bulk API is ideal for operations involving more than 2,000 records, such as:

• Migrating historical contract data
• Performing mass updates or synchronizations
• Exporting large datasets into a data warehouse for reporting and analytics

Salesforce Email Notification Links

We’ve added an Open in Salesforce button to Ironclad system-generated email notifications for Salesforce-integrated workflows. Clicking this button directs Sales users to view active workflows or executed contracts in Salesforce instead of Ironclad. This allows users to stay fully connected to the contract process without leaving their native environment.

The Open in Salesforce button is supported in email notifications for:

• @mentions
• Adding comments
• Adding Participants to a workflow
• Pausing workflows
• Reminders
• Resuming workflows
• Reviewing notifications

The Open in Salesforce button is not yet supported in email notifications for:

• Archive
• Bulk reassignments from the Dashboard
• Importing records
• Setting OOO status emails to delegates
• Signatures
• Slack
• Microsoft Teams
• Workflow creation

Manage Webhooks in Ironclad

You can now deactivate and reactivate webhooks directly in Ironclad. You can also subscribe to notifications for webhook failures.

Ironclad will automatically deactivate webhooks that fail consistently, helping keep your workflows running smoothly without manual intervention. Webhooks will be deactivated (but not deleted) when recipients reject them at least 100 times over 7 consecutive days without any successes. Existing webhooks are subject to these new deactivation rules. If you have questions about deactivated webhooks, please contact Support.

Security and Data Pro (SDP) Audit Log Reports

You can now access and run the Audit Log Report to generate records of auditable events. Audit logs are filterable within the platform, allowing you to pinpoint specific users, actions, and when events took place. Reports can be exported as CSV files.

The Audit Log Report contains log data starting from May 24, 2025. If you need to retrieve logs prior to that date, you can export them via our API, which provides access to data going back to August 14, 2023.

Release Summary

Frequently Asked Questions (FAQs)

We've compiled a list of key questions and answers to address some frequently asked questions

If you have any additional questions, please don’t hesitate to reach out to your Ironclad representative!

Display Form Sections Exclusively During Archive Step