The dashboard is where you will navigate all of your past, current and new workflows.
- Start a New Workflow
- Assigned to Me
- Active Workflows
- Completed Workflows
- Search Feature
- (Coming Soon) Participating In Column
Start a New Workflow
- To generate a workflow, you will simply click the Start a new workflow button and select your desired contract or flow from the dropdown menu.
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.
- 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!
- A comprehensive list of all finalized workflows can be found under the Completed tab.
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.
Coming Soon... Participating In Column
- Beginning in late July, workflows that you are a part of, but that don’t require your approval or signature, 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.)
- In the past, Ironclad considered all possible workflow approvers and signers participants, even if their approval or signature was not yet needed on a particular workflow. We received feedback that this practice led to some users receiving too many email notifications. For example, a VP of Finance might be designated a participant for the workflows of all company purchases, even if their approval was only required for those that exceeded a certain amount. That VP would then receive an unmanageable number of email notifications.
- Beginning in late July, 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 the line, 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).
- We anticipate that this change will cut down on unnecessary email notifications and help Ironclad users stay focused on the tasks that require their action, but we recognize that it may affect the scope of email notifications received by some Ironclad users. If you have concerns that this change could negatively impact the way you work, please contact email@example.com, and we’d be happy to work on a solution with you.