Summary
This article walks you through how to create a new record type in Data Manager.
Use Case
At Classics Inc., an administrator wants to upload previously executed Master Services Agreements to the Repository and categorize them using a new Master Services Agreement record type.
Permissions
| Features | Data Manager |
What is a record type?
The record type of your workflow designer template specifies how your workflow will be saved and searched for on the Dashboard. Before you publish, the record type needs to be identified for new workflow templates.
Record types are used to determine:
- The type of record the workflow will export to the Repository view on the Dashboard when the workflow is completed.
- The title of your workflow on the dashboard. For example, [Record Type] with [Counterparty Name].
- The subject and body of the eSignature emails. For example, [Record Type] [Counterparty Name] and [Your Company Name].
In the Archive tab of your workflow, there are two record type options: Static or Dynamic. The ability to view existing record types is based on Repository permissions in Company Settings.
Create a Record Type
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Data Manager.
- From the dropdown at the top, select Record Types.
- Click Create New Record Type.
- Enter a name for the record type.
- Enter a description to explain when the record type should be used.
- Click Save.
The new record type is available for use across Ironclad.
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