The dashboard is where you will navigate all of your past, current, and new workflows.
Skip To:
- Start Workflow
- Assigned to Me
- Participating In
- Active
- Completed
- Search
- Last Update
- More
- Repository
- Workflow Designer
- User
1. Start Workflow
- To generate a workflow, click the Start Workflow button and select your desired contract or flow from the dropdown menu.
2. Assigned to Me
- Workflows assigned to your user name and email can be found under the Assigned to Me tab. This is an easy way to narrow down the list and quickly access the workflows you are working on.
3. Participating In
- Workflows that you are a part of will be shown to you in the Participating In tab.
- This tab lets you keep an eye on workflows that are not blocking on you. It also keeps the Assigned to Me tab easier to navigate. (All workflows in the Assigned to Me tab will also show up in the Participating In tab, so once you approve a workflow, you will no longer see it in Assigned to Me, but it will remain in Participating In.)
Participants
- Only users whose action is required on a workflow will count as workflow participants. Even if a VP of Finance could become involved in a contract down based on the conditionality of your template, they won’t be considered a participant until they are looped in by a colleague or a specific contract condition triggers their approval (e.g., the contract meets a certain spend threshold).
- For example, if a workflow has 3 Approvers and 1 Owner, only 4 total Participants will appear in your workflow like so:
4. Active Workflows
- The Active tab will show all of your in-progress workflows. If a workflow is waiting on approvals, signatures, or information from a counterparty, it can be found here!
5. Completed Workflows
- A comprehensive list of all finalized workflows can be found under the Completed tab.
6. Search Feature
- If wading through an extensive list of workflows, make sure to make use of the Search feature! For information on how to use the filters, please see our Understanding Dashboard Search article.
Note: The search function cannot search partial words, and so you must enter an entire word or title into the search engine.
7. Last Update Details
The Last Update Column will include a few more details on actions that modify the Workflow state. The following table shows what will appear in the Last Updated Column, as well as details of the action that was taken.
|
Last Update Column |
Details of Action |
|
User {Name} Commented |
{user} or {email} added workflow or document comment |
|
Form Request Sent |
Assigned form request sent to {assignedRole} |
|
Document Generated |
Document created |
|
Role Rejected |
{user}/Ironclad Rejected on behalf of {role} |
|
Role Approved |
{user}/Ironclad Approved or overrode Approval on behalf of {role} |
|
Reverted to Review |
{user} reverted workflow to Review |
|
Information Edited |
{user} edited contract information or updated workflow document(s) |
|
Document(s) Updated |
{user/email} updated document via email or {user} updated workflow document(s) |
|
Approvals Collected |
All Reviewers have Approved the contract |
|
Signature(s) Requested |
Signature request(s) have been sent out |
|
Signature Collected |
{signer names} signed the contract |
|
Signature Declined |
Signer declined e-Signature request |
|
Contract Signed |
All Signers have signed the contract |
|
Signature Request Canceled |
Signature Request was Canceled |
|
Reverted to Sign |
{user} Reverted workflow back to Sign step |
|
Contract Auto-Archived |
Contract automatically Archived, no approval required |
|
Workflow Canceled |
{user} canceled workflow (and mentioned users) |
|
Email Received |
Email received from {email or user} |
|
Information Refreshed |
{User}Refreshed Contract Information via linked source |
|
Information Error |
Ironclad was unable to pull information based on updates in {linkedSourceName} |
|
Contract Archived |
{user} Approved the contract to be Archived |
|
Form Submitted |
{user}/{email} submitted Information Request or {user} submitted Assigned Form |
8. More
- Only Ironclad Admins can see this button and it is where the Process Metrics reporting feature can be accessed.
9. Repository
- Access your Ironclad Repository here. Your access will depend on the permissions that have been set by your Admin.
10. Workflow Designer
- Access your Workflow Designer templates here and create new ones!
11. User
- Click on your name to access your User Settings (including your Notification settings)
- If you are an Admin you can access Company Settings here as well (e.g. Groups, Integrations, etc.)