What's New in Ironclad: January 2026

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Workflow Activity Summary

You can generate an AI summary of your workflows and records. You can choose whether to view a summary of actions that occurred since you last viewed the contract workflow or from its creation. The summary is based on data from the Activity Feed and document revisions and is personalized to each user. You can also access previously generated summaries for reference.

Launch Renewal from Workflow

You can now launch a renewal workflow directly from the contract you’re reviewing, allowing you to efficiently start the process without navigating away or re-entering data. The new renewal workflow will be pre-filled with data from the original contract, saving you hours of wasted time and reducing manual entry errors.

Additionally, the renewal workflow is automatically connected to the contract family, ensuring all contracts are appropriately linked and organized. The entity from the original contract is also pre-filled in the renewal workflow, so all contracts roll up to the correct entity.

Sign from the Dashboard

You can now access the “Sign” button from the Dashboard when a workflow requires your signature. When you open the quick-view panel for an applicable workflow, the “Sign” button will appear. Clicking it takes you straight to your configured signing interface. The button only displays when the workflow is ready for signing.

Edit Ironclad Contracts in Google Docs or Word Online

You can open and edit Ironclad contracts in Google Docs or Microsoft Word Online. Opening a document in Google Docs or Word Online from the Ironclad Editor automatically creates a draft so you can stay synced while working in your preferred platform.

While that 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

Teams can collaborate on drafts in real-time with comments and suggestions. They can also opt to edit independently in Ironclad Editor before syncing their final edits into the document.

Autosave Launch Form for Failed Workflow Launches

A draft of the launch form will now be autosaved when a launch fails due to server, formula, or other errors. This allows you to retry the launch without re-entering your information. If the issue persists, you can update and republish your workflow configuration, then relaunch using the saved draft with the latest version.

This update applies to workflows launched through Ironclad CLM and Salesforce embedded launch. 

Configure Renaming Workflows Access

If you are an administrator, you can control whether users with workflow access can rename workflows. You can manage this setting in Company Settings.

To learn more, refer to Rename Workflows.

Improved Workflow Configuration Portability

We’ve made a few updates to improve porting workflow configurations in and out of Ironclad:

• Exported and imported workflow configurations will now include entity properties and entity relationship types.
• Entity properties are now included in the Import Summary report.
• If a user isn’t matched upon import, their email address displays instead of the “MISSING” tag. You can copy the email addresses, navigate to Company Settings > Users, click Invite Users and paste the email addresses in to invite your missing users.

Improved User Lifecycle Management

Admins can now deactivate users instantly to free up their license without triggering a forced reassignment.

This feature is in Early Access. If you interested in learning more about this feature and applying for the early access program, please reach out to your Ironclad representative.

Enhanced User Attributes

We’ve added a few new functionalities that will help admins manage users and groups more effectively:

• Admins can now see all default and custom SCIM attributes on a user’s profile.
• New filters have been added to the Users & Groups page for segmenting users:
  • User Type
  • Locale
  • Timezone
  • Employee Number
  • Cost Center
  • Organization
  • Division
• Multi-instance users now have unique profiles for each instance, which prevents their data from being overwritten.

Keep Track of User Views in Audit Logs

You can see when users view workflows, workflow documents, records, and record documents.

These audit trails help support compliance with standards and regulations such as HIPAA, SOC 2, GDPR, and ISO 27001. These logs are available in the SDP Data Export, SIEM event stream, and the Audit Log report.

Default Value Support for Coupa and OneTrust Workflow Launches

Previously, launching workflows via Coupa requisitions and OneTrust vendors did not respect the default values configured on launch forms in Workflow Designer. With this release, the integration API will populate workflow launch form questions with the configured default values in Workflow Designer, just as the workflow launch form does for missing fields.

Use Ironclad’s Records Public API to Configure Amendment Relationships

You can now use Ironclad’s Records Public API to create, update, and manage amendment records so that they stay in sync with their parent contracts. When you link an amendment to a parent contract, you can choose which terms from the amendment should displayed on (or rolled up to) the parent contract in order for users of Ironclad to understand the current effective terms of the parent.

To learn more, refer to the Developer Hub.

Assign Users to Roles in Salesforce Workflow Launch

We’ve added the ability to map users to roles on the Salesforce Workflow Launch mapping page. Workflow creators can now select which users should be assigned to a specific role from a convenient dropdown list.

These fields are available via the API endpoint, and the Salesforce integration. Learn more about setting up the API endpoint and Salesforce integration in our Help Center.

Filter Contract Renewals by Expiration and Renewal Opt Out Dates

We’ve added two new date filters to the Dashboard:

• Expiration Date
• Renewal Opt Out Date

You can use the quick filter options to filter for dates occurring within 30-, 60-, 90-, or 180-day intervals. This feature helps you spot upcoming expirations and renewals, keeping you ahead of deadlines.

Release Summary