Reading a Workflow Configuration

Workflows in Ironclad are the main way to collect data, collaborate on agreements, and get them reviewed and executed. When you are unfamiliar with which workflows are doing what for your organization, it can make it difficult to use them effectively. This video explains how to identify what workflows are doing in your Ironclad instance and the data and people needed to get an agreement completed.

Time Commitment: 7 Minutes

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

• Identify the type of workflows being used in your environment
• Describe what data is being collected in a workflow and how it is being used
• Explain the roles assigned to users in a workflow

This course was last updated on 10/18/2022