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Workflow Designer

Build contracting workflows

Workflow Configurations

  • Workflow Designer Preview Mode Overview
  • Configure Archivers
  • Configure Workflow Roles in Workflow Designer
  • Best Practices: Simple Tips for Better Workflows
  • Create a Pre-filled Launch Form
  • Create Ironclad AI Playbooks in Workflow Designer
See all 25 articles

Document Tab

  • Common Formula Use Cases
  • Default Workflow Properties
  • Properties and Conditions Overview
  • Document Tab Overview
  • Manage Multiple Documents
  • Manage Template Tagging
See all 12 articles

Create Tab

  • Use Clauses in Workflow Designer
  • Customize Launch Forms in Workflow Designer
  • Create Tab Overview
  • Form Types in Workflow Designer
  • Configure Workflow and Record Access in Workflow Designer
  • Add a Counterparty Form
See all 13 articles

Review Tab

  • Review Tab Overview
  • Configure Approvers
  • Build Conditional Role Assignments
  • Manage Download and Share Document Permissions During the Review Step
  • Customize Default Email Templates for Shared Documents

Sign Tab

  • Manage Download Permissions During the Sign Step
  • Sign Tab Settings in Workflow Designer
  • Configure Signatures
  • Signature Coordination Overview
  • Configure Signature Coordinators
  • Enable Signature Reassignment
See all 12 articles

Archive Tab

  • Archive Step Overview
  • Record Type Overview
  • Manage Archive Record Properties
  • Manage File Names and Paths
  • Enable Auto-Archive in Workflow Designer

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