Release: The following functionality will be live on November 5th. To learn more about the features included in our November release, refer to What's New in Ironclad: November 2026.
Summary
This article walks you through how to import signed contracts from docusign.
Use Case
Classics Inc. stores completed contracts in DocuSign. They use the DocuSign source in Ironclad to find and import signed contracts without downloading the files and uploading them manually.
Permissions
| Features | Integrations |
| Permissions | To configure role assignments, you need access to Workflow Designer. |
Before you begin
- Ironclad must enable DocuSign import for your company. There is no installation, configuration, or data migration required.
- Each user connects their own DocuSign account the first time they use the DocuSign source.
- Only completed, signed envelopes are available to import.
Import contracts from DocuSign
- On the Ironclad Dashboard, click New > Upload contracts.
-
Select DocuSign.
- Sign in to DocuSign and authorize access. You only need to complete this step the first time you use the source or after their session expires.
- Browse the completed envelopes available in the account. Use search and paging to find specific contracts.
- Select the contracts to import, then confirm the import.
- Wait for the contracts to import. The import is added to the Imports section of the left-hand sidebar.
- When using Smart Import, AI extraction starts automatically after the contracts are imported.
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