Migrate Contracts & Build a Workflow in 1 Hour

When do you start seeing value from Ironclad?

If you take this course, you'll see it that day! All software takes a little bit of time to set up, but when its time to do the useful stuff - in this case sending agreements for sign-off and getting data from your existing contracts to help you manage them - it can be hard to know where to start.

Migrate Contracts & Build a Workflow in 1 Hour helps you to take things one step at a time, starting with getting contracts moved from your filing cabinet or old CLM into Ironclad. That makes the contracts and the data in them actionable, so you can search them, group them with views, or even set reminders for when they are set to expire. You'll then see how to create a workflow to send your NDAs to counterparties for signing, something just about every customer needs to do. You'll learn these foundational skills while creating a functional deliverable, and you can use those skills to create other workflows to account for other, more valuable contracting work. 

If you want to start getting value from Ironclad right now, this is the course for you.

• • A practice run at migrating contracts with Smart Import
  • A working NDA workflow that you can use as-is or customize later
  • A workbook to walk through the processes shown as well as the slides and a recording of the session to continue working as needed

This course is delivered using example documents produced by Ironclad, but you can also use your own existing contract records and NDA document (in PDF or DOCX format) to upload as records or tag for your workflow as you follow along. Note that in this case, your contract language and properties to tag may be slightly different.

This course was last updated on 05/02/2024