Ironclad Contract Owner

Ironclad Contract Owner

Everything you need to know to launch & manage a contract workflow. Start here.

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About this course

When you complete this course, you will be able to:

    • Describe the roles in Ironclad
    • Explain the steps in a contracting workflow
    • Login and navigate the dashboard
    • Use the Launch Form to provide key contract data
    • Submit or save a contract draft
    • Share a document and update a document
    • Describe the process of review and approval in Ironclad
    • Edit contract metadata
    • Edit a document via Ironclad Editor
    • Explain the role of the Signature Coordinator in the Workflow
    • Change the signature order

Time Commitment: 60 Minutes

Audience: Ironclad Contract Owners (Sales, Marketing, HR, Partnerships, Professionals) who are new to Ironclad

 

How do I launch a contract?

Ironclad will change your contracting process for the better. Walk through how to launch and get approval for your digital contracting process with Ironclad Workflows. After submitting your contract using the Launch Form, you’ll then review key tasks you may want to take while the contract is in the Review stage. You will also learn what tools will are available for streamlined collaboration with your team. See how Ironclad allows for shepherding the contract through the signature process once all of the approvals have been collected. Get those agreements signed, executed, and saved for later referral. Anyone who needs to launch a workflow and get an agreement signed in Ironclad will benefit from this course.

 

This course was last updated on 02/10/2022

 

Curriculum60 min

  • Introduction to Ironclad for Contract Owners
  • Launching a Workflow
  • The Review & Approval Process
  • Signing Off on Agreements
  • Archiving Agreements
  • Contract Owner Assessment
  • Wrapping it Up
  • Course Feedback
  • What's Next

About this course

When you complete this course, you will be able to:

    • Describe the roles in Ironclad
    • Explain the steps in a contracting workflow
    • Login and navigate the dashboard
    • Use the Launch Form to provide key contract data
    • Submit or save a contract draft
    • Share a document and update a document
    • Describe the process of review and approval in Ironclad
    • Edit contract metadata
    • Edit a document via Ironclad Editor
    • Explain the role of the Signature Coordinator in the Workflow
    • Change the signature order

Time Commitment: 60 Minutes

Audience: Ironclad Contract Owners (Sales, Marketing, HR, Partnerships, Professionals) who are new to Ironclad

 

How do I launch a contract?

Ironclad will change your contracting process for the better. Walk through how to launch and get approval for your digital contracting process with Ironclad Workflows. After submitting your contract using the Launch Form, you’ll then review key tasks you may want to take while the contract is in the Review stage. You will also learn what tools will are available for streamlined collaboration with your team. See how Ironclad allows for shepherding the contract through the signature process once all of the approvals have been collected. Get those agreements signed, executed, and saved for later referral. Anyone who needs to launch a workflow and get an agreement signed in Ironclad will benefit from this course.

 

This course was last updated on 02/10/2022

 

Curriculum60 min

  • Introduction to Ironclad for Contract Owners
  • Launching a Workflow
  • The Review & Approval Process
  • Signing Off on Agreements
  • Archiving Agreements
  • Contract Owner Assessment
  • Wrapping it Up
  • Course Feedback
  • What's Next

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