View and Manage a Contract’s Associated Obligations

View a Contract’s Obligations

When an obligation is created, it is linked to a contract within Ironclad. You can click on any workflow or record, and then click on the associated document. The document displays.

From here, you can click the Obligations tab located on the right and view a list of the obligations associated with that contract, as well as edit, delete, and add obligations. Obligations are grouped together by their obligation type. 

Add an Obligation

To add an obligation, click click the plus icon in the top right corner. You have two options to add an obligation:

• Add manually: Click Add manually to manually add an obligation. A panel displays on the right where you can add an obligation to the contract.
• Extract obligations: Click Extract obligations to extract obligations from the contract using Ironclad AI. Select the obligation types you want to extract, then click Continue > Extract. Ironclad AI extracts the obligations and automatically adds them as drafts to your contract, assigning them to the correct users (according to your obligation type’s settings). You can open a draft obligation, edit its details, and then click Mark as Verified. (Obligations only become drafts if the obligation type has the ‘required review’ setting enabled.) To learn more, refer to Extract Obligations from a Contract.

Edit an Obligation

To edit an obligation, click on the obligation you want to edit and a summary window displays on the right. Click Edit located in the top right corner. The Edit obligation modal displays on the right.

Delete an Obligation

To delete an obligation, click on the checkbox next to the obligation you want to delete. Click the trash can icon located in the top right corner. Click Delete obligation.

You can also click on the obligation itself, and then click the Delete button in the top right.