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  1. Ironclad
  2. Workflow Designer

Workflow Designer

Build contracting workflows

Workflow Configurations

  • Workflow Designer Preview Mode Overview
  • Configure Workflows to Create Contract Relationships
  • Workflow Configurations Overview
  • Create a Workflow Configuration from a Template
  • Manage Workflow Configurations
  • Workflow Library Overview
See all 14 articles

Document Tab

  • Fields and Conditions Overview
  • Document Tab Overview
  • Manage Multiple Documents
  • Playbooks Overview
  • Manage Template Tagging
  • Use Dynamic Tables
See all 11 articles

Create Tab

  • Customize Form Fields in Workflow Designer
  • Create Tab Overview
  • Form Types in Workflow Designer
  • Add a Counterparty Form
  • Types of Form Fields in Workflow Designer
  • Signature Form Fields Overview
See all 11 articles

Review Tab

  • Review Tab Overview
  • Configure Approvers
  • Approval Configuration on Workflow Designer
  • Build Conditional Role Assignments
  • Manage Download and Share Document Permissions
  • Customize Default Email Templates for Shared Documents

Sign Tab

  • Configure Reply-To Name/Email on DocuSign Signature Request Emails
  • Sign Tab Settings in Workflow Designer
  • Configure Signatures
  • Configure Signature Coordinators
  • Enable Signature Reassignment
  • Add File Attachments to Signature Packets
See all 8 articles

Archive Tab

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