Build Ironclad Workflows

New to Ironclad Workflow Designer? This course will give you the overview you need to understand all of the core functionality that will drive your contract automation process. We'll review each major step in the Workflow process - from building contract requestor intake forms, to document preparation and upload, tagging and conditions, and approval and signature flows. This course is a must take for all Ironclad Admins.

Time Commitment: 60 Minutes

By the end of this course, you’ll be able to:

• Identify key decisions to be made before configuring a Workflow
• Prepare contract templates using best practices
• Upload and Edit your contract template
• Tag the contract template using best practices
• Understand contract meta data and reporting implications
• Set up approval and signature flows

Note: The content in this course applies to customers who are using Workflow Designer. This content does not apply to customers using LE Builder.