- Access Record from the Workflow
- Add or Remove Documents to Record
- Record Preview
- Upload Record
- Link Related Record in Repository Preview Panel
A great tool for quickly and effectively searching through the metadata of all completed workflows and stored documents. Each workflow that is completed in Ironclad creates a workflow record, that record contains the document(s) and data associated with the workflow.
For information on configuring access permissions for Repository and records see our Repository Permissions and Access article.
Access Record from the Workflow
Once a workflow has been Archived, a Record is automatically created and is linked from the workflow here. Click this link will redirect you to the Repository, where you can view the Preview panel of your Record.
To Access the completed document, click the file from the Record Preview Panel to expand into the Record.
Add or Remove Documents to Record
To add Documents click Edit, +Documents or remove existing files by clicking the trash icon next to the appropriate file name.
Type in counterparty name, contract text and other information into the search bar to filter results. This is a free text search field and will look across any words included in each PDF based on your search.
- Use the Filters Panel to further narrow down your Repository search results.
- Click into the Record Type box and select the specific Record Type you are searching for. To clear this selection, click back into the search box and select 'Clear.'
Once you have your filtered panels set up, if you would like to get a quick preview into the records that show up in your results, you can do so by clicking on the name of the record. A pop-up on the right-hand side with a Preview of metadata from the record will appear.
All vital information from the record will be readily available along with a direct link to view the workflow from which it was generated. Without leaving the preview panel, you can use the up and down arrows at the top of the panel in order to move from record to record. To close out the preview, use the X and continue your search.
In order to view the full document, click the document link and the file will expand.
You can also download a Word Doc version of the completed draft from the preview panel in the Repository:
Click Upload record to upload the file of any previously created agreements to store with those generated in Ironclad. This will allow you to store and search all of your records in one place.
- After uploading your document, use the fields on the right to enter the agreement’s metadata. Use the Add Property button to add additional information. When you’re finished, click Save. Your uploaded agreement and associated metadata will then be accessible in the Repository.
Note: Documents uploaded directly in the Repository will not be pushed to your Cloud Storage Folder.
Link Related Records in Repository Preview Panel
Link Related Records directly on a record in the Repository through the Preview panel.
Note: only completed (fully Archived) workflows will be accessible to link in the Related Record panel field.
To learn more about sharing Repository information with other users, please check out this article.