Workflow Designer

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

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Document Tab

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

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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

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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

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Archive Tab

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