Structuring Signature Blocks
We recommend building signature blocks within a table.
Create separate columns for cell title and input (i.e. “Date” and “11/7/2019” are in separate columns)
Add a row at the top to label which side of the signature block: your company and counterparty
Merge first two cells in the top row so the title cell covers two columns (highlight two cells, right-click, select “Merge Cells”)
Make sure there are no underlines in the formatting of the cells (if you’d like to add block lines, please see the “advanced formatting tips” section)
Align all of the values to the bottom left of the cell (click anywhere in the table, then click on the “+” sign in the top left corner, click the blue “Layout” tab in the top bar, then click the dropdown arrow next to the “Alignment” tab, and make sure “Align Bottom Left” is selected)
Remove all borders (click anywhere in the table, then click on the “+” sign in the top left corner, then click the dropdown arrow next to the borders icon in the formatting toolbar, then select “No Border”)
Basic signature block (including borders to guide your building)
Final version of basic signature block (with borders removed)
Advanced Signature Block Formatting
Please reference the images above and refer to the best practices below:
Creating a buffer column: This will act as a buffer between where the line ends and where the value of the next cell starts. Add a column in between the company and counterparty sides (right click in the second column, click “Insert,” then click “Columns to the right”). Minimize the size of the column to around ¼”.
Adding underlining to the signature fields: Select an input cell, and then click the dropdown arrow next to the borders icon in the formatting toolbar, then select “Bottom Border”
Adding labels below the line: For each row where you want to add labels like “(Signature),” add extra rows below that cell (right click the cell, click “Insert,” then click “Rows Below”). Make sure those cells are aligned top left (Select each of the cells where you’ll add a label, then click on the blue “layout tab” in the top bar, then click the dropdown arrow next to the “Alignment” tab, and make sure “Align Top Left” is selected)
Advanced signature block (including borders to guide your building)
Final version of advanced signature block (with borders removed)
Advanced signature block with labels below the lines (including borders to guide your building)
Final version of advanced signature block with labels below the lines (with borders removed)
Whitespace Between Conditions
When there are multiple conditional clauses embedded within one template, white spacing gaps often occur. To remove unwanted white space, start by downloading the template from Workflow Designer. There are a few ways to solve for the white space, and below are a few tips and tricks:
Solution 1: Move conditions next to each other
Go into Edit mode
Cut and paste the start of the condition next to the [endif] of the previous condition
What it looks like in Workflow Designer:
What the Word Document looks like when you Download from Workflow Designer:
Please reach out to your CSM or Legal Engineer if you encounter unwanted white space in your contracts.
Stripping formatting For Font and Size
Sometimes conditional language shows up with a font and/or size different from the rest of the template.
Conditions can sometimes cause this behavior which is frustrating but there’s a pretty easy fix:
1. Download the document
2. Find the condition tag that inserts the affected language. Tip: Tags are always surrounded by square brackets i.e.  and condition tags in particular start with [if:condition
3. Highlight the tags before and after the affected language i.e. [if:condition…] and [endif]
5. After you’re done, it may look something like this:
6. Save the document and Upload into your workflow.
Note: If a field isn't working, this is a good workaround to try and troubleshoot.
Ironclad’s text replacements can cause unwanted formatting changes because they sometimes trigger Word’s global styles—which are often different than the desired formatting in the document. (e.g., global style might be Times New Roman font and you want Arial)
Here’s how you can change the document’s global style:
Headers and Footers
Headers and Footers can cause formatting issues, especially if they vary across templates in the same workflow (e.g. your MSA and SOW have different headers). Our recommended solution is to remove them from your templates entirely before uploading them into Workflow Designer. If you must have them, make them consistent across templates and that should keep formatting cleanup to a minimum! If you have Footers and Headers, make sure that you do NOT “Link to Previous.”
Page Breaks and Sections Breaks
To view Spaces, Paragraphs, Page Breaks and Section Breaks: Click the Show / Hide Paragraphs option in the “Home” tab.
We recommend inserting a Section Break all the way at the top of the template to ensure that the first-page header remains consistent.
To insert a Page Break or Section Break, go to “Insert” → “Break”
or “Layout” → “Breaks”
To maintain different formatting (or different Headers and Footers) in the document, use 'Continous Section Breaks. You'll notice in the example below that a Workflow might be in English or Spanish. In this case, the English are in (1) column, while the Spanish are in (2) column. Notice also that the [if: condition...] begins with a 'Continous Section Break.'