- Accessing Ironclad Editor
- Editing Documents in Ironclad Editor
- *NEW*Track Changes
- Comparing Contract Versions
- Editing from Redlines
- Incorporating or Actioning Counterparty Changes
- Adding or Actioning Comments
Ironclad Editor helps your legal team collaborate and negotiate more efficiently by centralizing your contract revisions. In this article, we cover how you can edit documents, incorporate or action counterparty changes, and use comments and @mentions with Ironclad Editor.
Accessing Ironclad Editor
To open Ironclad Editor, navigate to the ellipses to the right of the document link on the contract workflow page and click on 'Edit Document.' Alternatively, click on the document filename and navigate to the 'Edit Document' link in the top right-hand corner of the interface.
Note: For templatized workflows, once you use 'Ironclad Editor' the document will be saved as a new version on the workflow, but will no longer be generated from the template (see below). That means you will no longer be able to use Ironclad’s ‘Edit Info’ capability to update contract metadata.
Editing Documents in Ironclad Editor
Once in 'Ironclad Editor,' you can click into the document and edit its text. This can be useful for making many types of standard changes to contract. (For extensive contract edits or contract edits requiring extensive formatting changes, we still recommend downloading the contract DOCX file, editing in Microsoft Word, and reuploading it to Ironclad.)
You can also create new lines within your existing format to create additional bullet points or numbered lists. Create a new paragraph within your numbered lists or bullet-point lists to create a new empty field to add to.
When you’re done making changes, you can click the ‘Save’ button in the top right-hand corner of the interface, which will prompt you to provide a comment on the changes that were made. This comment will be shown in the Activity Feed, along with a link to a new version of the document that was generated.
(NEW) Track Changes
Toggle on Track Changes at the top of the Editor page, and this will track and label all the edits a user made in the document:
These changes will then appear as redlines in your Document Preview:
Then, return to the editor to then 'Accept' or 'Reject' the changes that the user made. Accepting the changes will add them to the document automatically while rejecting the changes will remove the changes and actions taken by the user.
Comparing Contract Versions
The newly saved document version is also available in the document viewer of the workflow, where you can compare the two documents and view see redlines.
Editing from Redlines
After comparing contract versions, you can select 'Edit Document' while the comparison feature is on to use Editor to accept, reject, or edit any of the differences between the two files. This edit will then be saved as a new version from those redlines.
Incorporating or Actioning Counterparty Changes
Your contract counterparties will often send redlined contracts that contain comments, tracked changes, or both. When you use Ironclad’s Share Document feature to email draft contracts to counterparties, Ironclad will automatically import their email responses (and attachments) into the application, where you can select 'Add to Workflow' and use Ironclad Editor to accept or reject your counterparty’s tracked changes.
To learn more about Comments on Ironclad Editor, check out this article.