With Ironclad Workflow Designer, it’s quick and easy to automate contract templates at your company.
Note: Workflow Designer needs to be enabled by your Customer Success Manager. If you haven’t done so already, reach out to your CSM or email firstname.lastname@example.org to learn more about Workflow Designer pricing and support packages.
Once enabled, Workflow Designer is only accessible to Ironclad admin users. For more information on user permissions please reference the Understanding Permissions article.
Start by clicking the Workflow Designer tab. Then upload and name your template.
Tag Your Template
Once you’ve uploaded your template you’ll be taken to the screen where you’ll tag the document. Tagging is the process of identifying areas of the template text that Ironclad will need to replace, such as the agreement date and parties’ names.
As you highlight a section of the text, you’ll see a list of fields pop-up. Select the appropriate field to insert a tag.
Can’t find the field you’re looking for? No problem. Just type the field name you need and select Create New Field. Also, be sure to select the appropriate field type for what you are creating for.
Don’t forget to add signature fields to your templates! Your eSignature provider will recognize these tags automatically without you or someone on your team having to prepare the document manually each time the workflow is used.
Organize Your Launch Form
Once you've finished tagging the template, you're ready to prepare the Launch Form. Fields that were tagged in the template are automatically added to the Launch Form.
Hover over questions (or sections) to reorder them by drag and drop.
You can also edit the label, add descriptor text, and edit the field type.
Questions of text field types can be represented in multiple ways. For example, if you tagged a Venue clause in your template, you can provide a dropdown list of options to select from or have your business users respond as a short response.
Workflow Designer lets you configure three types of roles:
- Approvers: Assigned to review and approve contracts on the Review step of the Workflow.
- Signers: Sign on behalf of your company.
- Archivers: If a document has been manually uploaded during a workflow, the Archiver will be assigned to review and approve the final metadata.
For more information, please visit the article on Modifying Roles in Workflow Designer.
Document File Paths
Ironclad allows you to customize your file paths for saving. One of the last steps of building your workflow is to review and customize the document file paths. Under the Archive tab you can change the file paths for your document.
- click inside the file path to edit the folder titles (from "Agreements" to NDA)
Note: The forward slash designates subsequent folders
Ready to publish? First, check your guardrails if there are any errors that will prevent you from publishing your workflow for use. Warnings won’t prevent you from publishing your workflow, but it’s worth looking into what is causing that warning.
If you don’t have any errors or warnings, you’ll see a green checkmark that signals your workflow is ready for publishing. Now hit that green Publish button!
Congratulations! Once published, new workflows will appear immediately under the Start Workflow dropdown list on the Dashboard.
Need to make changes to your template?
If you need to make changes to the template of your Workflow, you can Download the current version from Workflow Designer, make your edits, then Upload the template back into the workflow.
To increase engagement with your new workflow, consider integrating the workflow with Salesforce, if applicable, or send an email to your business users to let them know it’s available!
You can also control who has access to the workflow by utilizing Ironclad's advanced permissions settings.