Records (Repository)

Records

• Manage Records
• Best Practices: Record Property Names
• The Repository Dashboard Views
• Delete Duplicate Records
• Clean Up Record Data
• Contract Status Actions

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Migrate/Import Records

• Import Data to Ironclad Repository Using Metadata Import
• Smart Import Contracts via Email
• Import Documents to the Repository with Standard Import
• Use Metadata Import to Clean Up Stored Contract Data
• Migrating Your Repository to Ironclad
• Smart Import and AI Suggestions Overview

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Contract Relationships

• Contract Relationships Overview
• Create and Edit Contract Relationships
• Common Contract Relationship Use Cases