What's New in Ironclad: July 2026

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Multiple Entities in a Contract

You can now associate multiple entities with a single contract, making it easier to track agreements that involve more than one external party. This helps you capture all relevant parties in one workflow and get a more complete view of each contracting relationship across launch forms, record details, imports, bulk edits, APIs, Smart Import, and Extract Metadata.

Existing workflows will continue to work with a single entity, and when you're ready, you can add additional entity questions and mappings in Workflow Designer.

To learn more, refer to Use Multiple Entities within a Workflow.

Smart Import Improvements

We’ve made several updates to Smart Import so you can review imported data more easily and work more efficiently from the Dashboard:

• You can now use Smart Import and review imports directly from the Dashboard.
• You can now search for properties and add them as columns in the Imports table. You can also reorder columns to customize your view.
• You can now click an import property and select View in Document to open a side drawer with a snapshot of the document and the detected property highlighted.

Obligations Updates

We have made a variety of improvements to obligations in Ironclad:

Extract Obligations on a Contract

You can now extract obligations from any contract using Ironclad AI, whether it is part of a newly signed workflow or a record. Ironclad AI automatically pulls key obligation details directly from contract language, including types, rebate amounts, credits, and important dates.

You can also customize extractions by adding your own guidance and flagging which obligation types always require human review.

Recurring and Conditional Obligations

You can now track recurring obligations and conditional obligations in Ironclad. Recurring obligations help you track commitments that happen on a set schedule, such as monthly reports, quarterly reviews, or annual certifications, while conditional obligations help you track commitments that only start when a specific event happens, such as an SLA breach, a subprocessor change, or a force majeure event.

Obligation Notifications

You can now configure notifications for obligations. Obligation notifications let you send recurring email reminders for obligations that need attention. You can use the default reminder options or create a custom reminder if you need a different schedule or scope.

Default Assignee

You can now add default assignees to obligation types. You can define assignment rules across all contract types, or by specific contract type. You can assign obligations to the Workflow Owner or to a specific user. If you assign to Workflow Owner, you can also set a backup user in case the workflow does not have an owner.

Out-of-the-Box Views

We have added out-of-the-box views to filter your obligations. We’ve also added overview cards at the top of the obligations dashboard to give you a snapshot of the status of your obligations.

Summarize Obligations with AI Assistant

You can now ask AI Assistant questions about your obligations and get a response in return. This helps you find obligation details faster without manually searching through contract data.

Improved Support for Large Documents in Ironclad Editor

We’ve made targeted performance improvements in Ironclad Editor for large or complex documents. When documents exceed the optimal range for document rendering in Ironclad, users will be notified with in-product guidance to help avoid lag, failed renders, and unresponsive pages. 

Group Access Reporting

We’ve added a new Group Access tab on the Groups page that surfaces workflow assignments in a single view. This allows admins to edit or delete groups without breaking active workflows or unintentionally cutting off user access. 

The Group Access tab shows a complete, filterable list of every workflow a group is assigned to. You’ll be able to see summary counts of total workflows, active workflows, and records. We've also added a Default Users column on the Groups table.

View Technical Details

Product Area	CLM Admin
Impact of Change	Expanded Functionality, UI Change
Roles Impacted	Admins with Users and Groups Administration permissions
How to Enable	This feature is automatically enabled for all customers on July 23, 2026.
Relevant Resources	No relevant resources at this time.

 

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Extract Metadata: Overwrite and Recover 

Customers can now refresh record metadata by re-running extraction on completed workflows or imported contracts, updating outdated values with the latest results. If a run overwrites data it shouldn't, admins can revert it and restore every affected record to its pre-extraction state, so teams keep contract data accurate without putting curated values at risk.

In addition:

• Extraction options include a new Replace Existing Data choice, so teams can decide up front whether a run should overwrite current values.
• Restores run in the background, and the updated status appears the next time you refresh or navigate.
• You can choose to overwrite all data or choose specific data that matters to you.  

Customize Approver Instructions and Emails

We've enhanced our workflow page and email view for approval requests so admins can include better workflow context and clearer instructions for approvers.

What's new:

• Rich text editing in the workflow page and for emails
• Dynamic property configuration in instructions
• Add signature packet documents to emails
• Add submitter and approval history to custom emails

NetSuite Integration

The NetSuite integration is entering general availability. You can use the NetSuite integration to pull vendor information into Ironclad launch forms, and push executed contracts and metadata back into NetSuite. This means your finance and operations teams can work from the latest agreement without copy-pasting information between systems. 

SAP Integration: Create Purchase Contracts

You can use the SAP integration to automatically create a purchase contract the moment an Ironclad agreement is signed. Vendor, pricing, terms, and line-item data flow from Ironclad into matching SAP fields automatically so you don't have to manually re-enter the information. 

SAP Integration: Obligation Management

Contract commitments such as delivery milestones, minimum spend, and payment terms live in Ironclad as obligations, but the teams acting on them work in SAP Ariba.

Starting with Milestone, Minimum Purchase Commitment, and Payment types, whenever someone adds, edits, or removes an obligation in Ironclad, the corresponding part of the Ariba contract updates automatically through the existing sync flow, so nothing needs to be re-entered by hand. 

Release Summary