Skip to main content
Ironclad Help Center home page
Community Academy See What's New Ask Ironclad Help AI
  • Sign in
  • Sign in
  • Community
  • Academy
  1. Ironclad
  2. Workflows

Workflows

Start and manage workflows from creation to archive

Start a Workflow

  • Launch Form Notification Setting in Sandbox Mode
  • Invite a User to Join an Active Workflow
  • Populate a Dynamic Table on a Launch Form with Spreadsheet Data
  • Start a Renewal Workflow from a Record
  • Summarize Activity with Workflow Activity Summary
  • Ironclad Signature: Upload a Contract for Signature
See all 14 articles

Review and Approve

  • AI Playbooks
  • Ironclad Editor
  • Manage Documents
  • Manage Approvals

Sign

  • Upload a Signed Document
  • Update/Reassign a Signer
  • View and Download Signature Packet Documents
  • Add/Remove Signers
  • Reorder Signers
  • Add CC Recipients to a Signer's Signature Email
See all 19 articles

Archive

  • Summarize Activity with Workflow Activity Summary
  • Edit a Workflow’s Properties (Metadata)

Clickwrap Workflows

  • Create and Launch Clickwrap Workflow Configurations in Workflow Designer
  • Clickwrap Workflows Overview

The World’s Most Advanced Contract Management Software

Ironclad is a Digital Contracting platform that helps business and legal teams manage every aspect of contracting process.

© 2023 Ironclad, Inc. All rights reserved.

Legal
Terms of Service Privacy Policy Cookies