What's New in Ironclad: November 2026

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Assign Users to Multiple Roles

You can now assign the same user to multiple roles in a workflow, including roles assigned through advanced conditions. For example, you can assign the Workflow Owner to multiple approvals or carry the Legal Review assignee into a later Final Legal Sign-off approval. If a persisted role is reassigned, the new assignee is applied to future linked roles. This reduces manual selections and reassignment, making complex workflows easier to configure and approval assignments more consistent.

Playbook Agent

You can now use the Playbook Agent to generate high-quality, review-ready playbooks from your organization’s templates, precedents, and agreements, helping your team operationalize contracting standards faster while reducing the manual effort required to get playbooks off the ground.

List Obligation Occurrences Through the Public API and MCP

You can now list occurrences for recurring and triggered obligations through the Public API and MCP. This helps you find the specific occurrence whose status you need to update.

Use GET /obligations/{id}/instances to list occurrences for a source obligation. You can also include include=occurrences when listing obligations to return the first five occurrences for each source obligation and an occurrenceCount. In MCP, list_obligations supports this option, and a new tool lets you list occurrences directly.

Ironclad for Word Add-In FedRAMP Support

The Ironclad Word Add-in supports FedRAMP (GCC High) environments, so you can work with Ironclad contracts in Microsoft Word. It uses a separate version of the add-in for GCC High. Your GCC High tenant admin deploys it through Microsoft Centralized Deployment. After deployment, you can open the add-in in Word to work with contracts in your FedRAMP environment.

Smart Import Improvements

We have made a variety of improvements to Smart Import:

• Filter AI and human flags: Filter properties on the Dashboard to include or exclude AI-flagged and human-flagged properties.
• View more imports: Select Show More in the left sidebar to see more than 20 imports.
• Delete duplicate records: Detect and delete duplicate records within an import.
• Improved import error details: Hover over an import error icon to see a description of what went wrong.

Consolidate Duplicate Conditions

When multiple local conditions use the same rules, you can now select and consolidate them into a single global condition. Ironclad updates the affected workflow configurations and shows how many workflows are impacted, so you can manage duplicates without updating each workflow individually.

Grant Contract Reminder Access

You can now give groups permission to view or manage company reminders without making their members company admins. In Company settings > Groups, turn on View Reminders to let group members see all company reminders, or Edit Reminders to let them create, edit, and delete reminders. Members without these permissions can still see their own reminders, and existing admin access stays the same.

Manage Signatures Completed Outside Ironclad

You can now mark a signer as signing outside of Ironclad while keeping signers who use Ironclad first in the signing order. When the external signing is complete, you can upload a partially or fully signed packet, select the signatures it contains, compare the current and uploaded documents using redlines or side-by-side view, and choose whether to send cancellation emails to the existing signers.

Planned Sunset of "Needs Verification" and "Updated Predictions" Views

The "Needs Verification" and "Updated predictions" views are planned for sunset in a future release. Until then, they will remain in the sidebar and behave as they do currently. We recommend using the Flagged for Review view instead.

Extract obligations with Ironclad Agent

You can now use Ironclad Agent to extract obligations from an individual contract directly from your conversation. After the job completes, it returns the results so you can continue without leaving Agent. Bulk extraction through Agent is not yet available.

Enhanced Turn Tracking

This update adds internal turn tracking, supporting reviewers, and more accurate approval duration data to help teams understand internal review ownership and timing.

Internal Turn Tracking and Supporting Reviewers

Internal turn tracking helps teams see who owns the next internal action on a workflow. It also tracks active review time, excluding time that an approver spends waiting for input from others.

To request that input without blocking workflow progress, you can add supporting reviewers. 

When you add a supporting reviewer, the original approver’s review timer pauses and the supporting reviewer’s timer starts. When the original approver resolves the supporting review, their timer resumes.

Supporting reviewers can view the workflow and provide input, but they cannot approve or reject the workflow. The original approver remains accountable and can approve at any time, even while a supporting review is open. Only the original approver can resolve a supporting review.

Approval Data Enhancements

The way Ironclad calculates approval duration now more accurately accounts for approval resets, conditional approval changes, reassignments, and time spent waiting on others. These updates help improve reports that rely on approval data in Insights.

Add Contract Text to Snowflake Data Share

Snowflake Data Share now includes approved contract text for in-scope contracts, alongside workflow, record, and related contract metadata.

Your legal, procurement, finance, and data teams can analyze agreement content in Snowflake and join it with the business data they already use. This helps teams identify contract trends, support governance and reporting, and build internal analytics or AI workflows without manual exports or a separate extraction pipeline.

For example, you can:

• Find text phrases in agreements and group the results by related contract metadata
• Combine agreement context with CRM, ERP, supplier, or finance data that your organization already maintains in Snowflake
• Build customer-managed reporting, quality checks, or other internal workflows

Coupa Integration Enhancements

We’ve added new features to the Coupa integration that are designed to support procurement managers, legal operations, and compliance teams:

• Start Ironclad workflows from existing Coupa requisitions: Users can search in Ironclad launch forms for existing Coupa requisitions by requisition ID, or description, and use the mapped data to pre-fill the workflow. 
• View contract status and executed agreements in Coupa: Coupa displays the status of linked Ironclad workflows, and receive the fully executed contract PDF after the contract reaches the supported completion status.

Auto-Place Tags

Signature Coordinators can now prepare documents for signature quicker by using AI to detect and place signature-related tags. At the Sign step of a launched workflow or in Straight to Sign, select Auto-place tags. Ironclad detects and places blank signature, name, date, title, and initials tags for each signer. You can then move, resize, delete, reassign, or change the type of any AI-placed tag, just as you would for a manually placed tag.

While it’s running, a progress bar will appear that shows the tags being placed, signer by signer. Auto-placed tags carry a small sparkle badge so you can tell them apart from manually placed signatures.

Auto-placing a tag won’t place prefilled, read-only, or workflow data fields. The agent also won’t tag a document that doesn’t contain a signature block.

An admin must enable the feature for users under Company Settings > Ironclad AI > AI Features.

Contract Family Agent Supports Larger Contract Families

The Contract Family Agent can now link and organize related contracts for entities with 500 or more contracts, up to several thousand contracts. When you run Contract Family Agent, Ironclad automatically identifies and organizes parent, child, and amendment relationships. No additional setup or workflow changes are required.

Ramp Integration Enhancements

Keep procurement and legal approvals connected with the Ironclad Ramp integration. We’ve added a few new features to help your team keep track of comments:

• Comment Source Labels: Appear alongside the Ironclad user associated with a comment. 
• External Source Links: Links Ironclad users to the related Ramp activity from within Ironclad.

Attach Static Files to Workflow Emails

You can now upload static reference files in Workflow Designer and attach them to counterparty form request emails and custom emails sent at the Create, Review, and Sign stages. For example, include an agreement that a counterparty needs to read before completing an intake form, without hosting the file at a public URL.

Upload up to five PDF, DOC, or DOCX files per email, with a maximum of 10 MB per file and 15 MB total for uploaded files. These files remain unchanged by workflow responses and are separate from signature packet documents.

Release Summary