Entities

Entities Basics

• Introduction to Entities
• Configure Entity Permissions

Entities Configuration

• Create and Manage Relationship Types
• Create and Manage Entity Properties
• Migrate Entities to Ironclad
• Create and Edit Entities from the Entities Dashboard

Existing Entities Management

• View an Entity’s Contract Hierarchy
• Update Entity Data In Bulk Using Entity Export and Import
• View Entity Details
• Delete Entities

Entity Families

• Create and Edit Entity Families
• Manage Entity Families In Bulk
• Filter Contracts By Subsidiary

Entities in Workflow Designer

• Add Entity Question to Existing Workflow Configurations
• Customize Entity Launch Form Questions
• Configure Entities Search in Launch Forms
• Create Conditions Using Entity Properties

Entities in Workflows and Records

• Connect Entities and Contracts
• Use Entities to Populate Information on Launch Forms
• Add, Remove, and Replace Entities on Active Workflows
• Create New Entities from Active Workflows
• Refresh Entity Data in Active Workflows
• Use AI Suggestions to Tag Entities on Records