What's New in Ironclad: November 2025

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Improved Workflow Configuration Portability

We’ve added features that make importing workflow configurations from one environment to the next clearer, easier, and faster. Here’s what’s new: 

• Configuration Import Summary: When you successfully import a workflow configuration, the import summary confirms completion and shows which objects were Created, Needs Attention, or were Not Created. You can use import summaries to quickly spot missing items or resolve conflicts that prevent you from publishing your imported workflow configuration. 
• Users and groups auto-map when they match: If users and groups are in the target instance and can be matched to their respective user or group in the import, they’re matched automatically. 
• Auto-create missing groups: If groups in the imported configuration aren’t in the target instance, the workflow configuration owner has the option to automatically create them upon import. Admins can turn this option on for users in Company Settings > General > Allow workflow configuration import to create groups. 
• Identify missing users: If users in the imported configuration aren’t in the target instance, the import summary shows the workflow configuration owner who’s missing so they can be invited. 
• Property metadata carries over: If a property is missing in the target instance and must be created during import, all property metadata will be carried over to the new property. Your created property will retain the same visibility, description, etc., as what was exported.

Persisted Sidebar Position in Workflow Designer

Previously, when editing complex configurations in Workflow Designer, admins sometimes lost their place in the Attributes sidebar after saving or exiting an object.

Now, the sidebar will remember your scroll position when editing properties, conditions, and other objects. This improvement makes it easier to stay oriented and work more efficiently in Workflow Designer.

Attach Signature Packets to Custom Emails

The attachment picker for custom emails sent after the Create and Review stages of a workflow now points to your signature packets. Whether notifying recipients that a workflow has been launched or fully approved, this update ensures that recipients receive all signature packet documents. Simply attach signature packet documents in Workflow Designer, under Custom Emails at the Create or Review stage, and those attachments will be sent with the custom email.

This change only impacts workflows where the signature packet includes attachments.

For workflows without a Sign step, Workflow Designer admins can toggle whether main documents are still included in the signature packet for the workflow page, custom emails, and APIs.

When you open the Custom Emails tab in either stage, you’ll notice that the paperclip icon now references signature packet documents instead of draft documents.

Edit in Google Docs and Edit in Microsoft Word Online

You can open and edit Ironclad contracts in Google Docs or Microsoft Word Online. Opening a document in Google Docs or Word Online from the Ironclad Editor automatically creates a draft so you can stay synced while working in your preferred platform.

While that draft is open, Ironclad shows you:

• Who’s editing
• When they opened the draft
• Where they’re editing
• Which version of the document they’re editing

Teams can collaborate on drafts in real-time with comments and suggestions. They can also opt to edit independently in Ironclad Editor before syncing their final edits into the document.

Improved Role Dropdown Copy and Order

We have updated the copy and order of options for the role drop downs within workflows.

Update Parent Contract Terms with Amendments

You can now update key contract properties when linking an amendment to a parent record. When you link an amendment, a side-by-side comparison shows all new and updated properties, allowing you to select which values should roll up to the parent.

Once selected, the key properties will be automatically updated on the parent record, establishing it as your single source of truth. You no longer need to read through every amendment, just view the parent record to instantly access the most current terms. You can still view the original values at any time in the record’s Properties section.

This enhancement streamlines contract management by reducing manual updates and ensuring all contracts reflect the latest terms.

Snippets in Search for Records

If you search in the Dashboard, any view that contains records (i.e. All, All records, or a custom view) you’ll get matching text snippets showing a sample with highlighting of the matching text.

Multi-Line Text Editing in Records

If you edit any text property on a record, you can now add multiple lines including paragraph breaks.

Automatically Detect Contract Types with AI

When you upload contracts via Smart Import or Run AI, Ironclad will automatically detect contract types in the document. Contract types are essentially labels used to classify or categorize contracts based on their purpose or structure. This means you won’t need to manually search and tag contracts after importing them.

There are 16 types available OOTB that make it easier for you to filter, search, and organize your repository:

• Amendment
• Business Associate Agreement (BAA)
• Change Order
• Data Processing Addendum (DPA)
• Invoice
• Non-Disclosure Agreement (NDA)
• Order Form
• Privacy Policy
• Reseller Agreement
• Sales Order
• Service Agreement
• Software License Agreement
• Statement of Work (SOW)
• Subscription Agreement
• Supplier Agreement
• Terms and Conditions

New Group Admin Permissions

We’ve added the following key admin features individually assignable via group permissions:

• Assign access to the Data Manager Tool
• Ability to delete workflow
• Assign access to AI Clauses tool
• Assign access to the Metadata Import Tool
• Ability to manage Company Settings

To learn more, refer to Configure Group Admin Permissions.

Improved User Details Panel

When you click on a user on the Users page, the User Detail panel displays on the right. This new and improved panel provides a comprehensive view of the user's profile and permissions. This allows admins to confidently audit and edit user access.  

Signer Name Override

With this update, when ‘Use typed signature value as signer name’ is enabled, if a signer signs with a different typed signature value than the current signer name in the request, the signer name will be updated to match the typed signature value.

This will not constitute a reassignment in the activity feed of the workflow. This only applies to typed signature values, not uploaded signature image values, and is only for signature tags, not initials.

On the Ironclad Signature signing page, updating a signature tag with a typed value will update the signer name both where the signer name tag appears on the document and in the UI context panel.

To learn more about configuring this, refer to Use Typed Signature Value as Signer Name in Ironclad Signature.

Ironclad Signature Support for Digital Signatures and Advanced Electronic Signatures (AES)

Ironclad now supports digital signatures using digital certificates, providing an extra layer of security and trust for your signed documents. Digital certificates verify that a contract has been signed and has not been tampered with since execution. Issued by DigiCert, this unique digital certificate is visible in the PDF's metadata and authenticates the document's integrity and provenance, giving you and your counterparties confidence that the signed document remains authentic.

Digital certificates can be used to create AES-compliant signatures when Require signer verification for all signers is turned on.

To learn more about configuring signer verification, refer to Configure Signer Verification for Ironclad Signature.

Use Jurist in Workflows

Jurist now integrates seamlessly into your Ironclad CLM workflows, eliminating the need to switch between platforms during contract review. Open, review, and redline any contract, then save changes back to active workflows with a single click, streamlining your entire contract management experience. To learn more, refer to Use Jurist in Workflows.

Comments in Jurist

You can view, add, reply to, edit, and remove comments directly within Jurist. Comments display alongside the document. If the contract you are editing is from a workflow, any updates you make to comments in Jurist, including additions or deletions, are automatically reflected in the document within the workflow once you save your changes. At this time, you cannot @ mention another user within Jurist. To learn more, refer to Comments in Jurist.

Ironclad Salesforce Integration

Duplicate Object Prevention with Salesforce

Ironclad automatically reinstates a deleted record sync configuration when it’s re-added with the same Company ID, Org ID, and Record Type. If someone unlinks or deletes a configuration and then sets it back up, Ironclad will restore the previous mapping so you don’t need to manually rebuild it. This feature improves data continuity and avoids creating orphaned or duplicate objects in Salesforce.

Ironclad Salesforce Integration Managed Package Update (v 3.58)

The following features are included in the new Salesforce managed package and were released November 5, 2025. To access these features, you must update your Salesforce managed package to the latest version (v3.58).

Add Idempotency Key to Ironclad Contract Object

To improve data accuracy and consistency, we have added an idempotency key to the Ironclad_Contract__c object. Previously, network retries could cause Ironclad to send multiple create requests to Salesforce, resulting in duplicate Ironclad_Contract__c records and reporting discrepancies. 

With this enhancement, Ironclad now prevents duplicate record creation and enforces a 1:1 relationship between Ironclad contracts and their corresponding Salesforce records.

Preview and Download Documents Returned by Counterparties

We have improved the experience for users handling redlined agreements returned via email. Previously, when a counterparty emailed a redlined document into a workflow, users encountered an error when trying to preview the file due to a malformed document link.

With this update, you can now successfully view and download emailed documents directly from the workflow in Salesforce. The enhanced flow also guides users to add the document to a workflow before previewing it, displaying a clear error message when necessary. To learn more, refer to Set Up The Ironclad Messages Lightning Component.

Allow Revert to Review for All Users

All Salesforce users with access to the ‘Next Steps’ component can now view the Revert to Review button.

View Email Status in Salesforce Workflow Object

Salesforce users can now view the email open status directly within the Ironclad Workflow object. Previously, users had to navigate to Ironclad to check whether an email had been opened, creating extra steps and slowing down visibility into workflow activity.

With this update, the email open status, powered by Ironclad’s Public API (emailOpenedTimestamps), is now displayed in Salesforce. To learn more, refer to Set Up The Ironclad Messages Lightning Component.

SAP Ariba Integration

We’ve added an SAP Ariba integration that pulls data from Ariba into Ironclad to prefill launch forms. While drafting, you can manually refresh in Ariba to bring in the latest data. After the contract is signed in Ironclad, it is published back to the related Ariba Contract Workspace with the signed PDF attached or as a link. Admins can link Ironclad to the SAP Ariba integration for users in Company Settings > Admin > Integrations. 

Customer Managed Keys: Default and HYOK (SDP)

We’ve developed an internal key management solution to replace our third-party encryption provider. You can now choose to hold your own encryption key (HYOK) or use Ironclad’s default key management to encrypt contract documents. You can always revoke your key to render your documents unreadable. 

‘Ask Ironclad’ AI Help Agent

On November 17th, we’re introducing Ask Ironclad: a faster, smarter way to get answers and guidance whenever you need it. The agent draws directly from Ironclad sources, giving you instant, product-accurate support.

With Ask Ironclad, you can:

• Get step-by-step guidance on configuring workflows, approvals, and more.
• Quickly troubleshoot common questions with answers based on verified documentation.
• Explore related features and best practices to get even more value from Ironclad.
• Access help at any time and get an answer right away.
• Create a Support ticket with the AI help agent’s assistance.

You can access the AI help agent from the Help Center, Academy, and Community sub-sites. To open it, click Ask Ironclad at the top of any page.

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!

Intake Agent

Amendment and Contract Family Features

Jurist AI