Edit in Google Docs

Enable the Google Docs Integration

To enable the Google Docs integration:

1. In Ironclad, click your profile in the top right corner and select Company Settings.
2. Click Integrations in the left sidebar menu.

3. Under the Document Editing section, click Google Docs.

   

4. Click Sign in with Google.

   

5. Select your Google Account and click Continue.

6. Click Allow to let your Ironclad instance to connect with your Google Account.

   Your Ironclad instance should now be connected. You’ll be sent to your Integrations page in Ironclad, where you’ll see the file path of the Ironclad Drafts folder in your Google Drive.

   

Open and Edit Ironclad Documents in Google Docs

To open an Ironclad document in Google Docs:

1. In Ironclad, create a new workflow or click an existing one in your Dashboard.

2. Open the overview page by clicking the Open overview page icon located in the top left corner of the summary panel. You can also open the overview page by clicking the workflow name.

   

    

3. Click the Manage Drafts icon (pencil) in the Documents panel.
4. Under Create New Draft, select Google Docs from the dropdown menu.
5. Select access permissions for your draft:
   • Only me: You’ll be the only one editing to start. Others can request to join.

   • Anyone with edit access: You and others with permission can edit together in Google Docs.

     

6. Click Open in Google Docs.

   

Once your Ironclad document is open in Google Docs, you must continue editing the draft in the platform where it was created. You can’t save unpublished drafts in Ironclad Editor or upload unpublished drafts from the workflow’s page.

Edit and Publish Drafts in Google Docs

While the draft is open, Ironclad shows you:

• Who’s editing
• When they opened the draft
• Where they’re editing
• Which version of the document they’re editing

You and anyone you invite can collaborate on drafts in real-time with comments and suggestions. They can also opt to independently edit the draft in Ironclad Editor before syncing their final edits into the document.
To see who’s editing, click the button that displays the number of people editing:

To publish your Google Docs draft as a new version:

1. In Ironclad, create a new workflow or click an existing one in your Dashboard.
2. In the summary panel, click the workflow name to open the overview page.
3. Click the Manage drafts icon (pencil) in the Documents panel.
4. Click Publish as new version from the dropdown menu.
5. Add a comment, and select from the following options to decide what should happen after publishing:
   • Change turn to [Example Counterparty]
   • Allow approvals to reset 
     • Note: Resetting approvals excludes clause approvals. This option is only visible to users with Workflow Management permissions enabled
6. Click Publish now.

To view the version history, you can return to the Documents panel for your workflow and click the button displaying the number of document versions. This will open the Versions page, where you can see the changes made in each version.