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Hi All, If anyone has a standard playbook template which we can share with client and get our requirements captured then please feel free to share it on yashnahar@kpmg.com. Regards, Yash
Posting on behalf of Kaiser Permanente For more details and to apply click here >https://www.kaiserpermanentejobs.org/job/pasadena/consultant-iv-provider-contract-management-systems/641/88263483840 Consultant IV, Provider Contract Management Systems This role is an individual contributor supporting the implementation of an…
Hi everyone! Great to see you yesterday in our office hours walking through Ironclads Workflow Designer Agent, Analytics Agent and our Contract Family Agent. ICYMI you can view the recording here: https://ironcladhq.zoom.us/rec/share/12ZMc0zefAIyZzNYqGWSIZcfG-f9xMYISkLFrKnvc3KMkPwQcBvSXDprMP5XYbRc.PUorUdJw1WhwGK-j October…
Some of the best parts of our community happen because customers take the time to share what they know, answer a question, join a conversation, or help someone else get more out of Ironclad. Today, we’re launching Ironclad Champions, a program designed to recognize and celebrate the customers who do exactly that. Champions…
I often have end users copy the workflow in emails so that we can track the email chain in Ironclad. However, I would love to know who was sent and copied on that email in the message/chatter area when my personal email was not copied in that email.
Hi All, I recently posted this question in the Ironclad Community: How can I add multiple filters in a dynamic table - Ironclad Community. Based on the feedback, I’m planning to create multiple formulas on the Salesforce side, one for each table. Table 1 Formula: SBQQ__SegmentIndex__c = 1 AND (Product_Type__c = 'Software'…
Hey there! I'm working on a project where the contract is templated, but we want to automate where the redlines are redirected from an approval standpoint based on which paragraphs contain redlines. So, the contract comes back, and the Indemnity Clause is modified (goes to Legal); the number of widgets and delivery…
Has anyone configured a custom email notification that is triggered once an agreement is fully executed and sent to the record requester, company signer, and counterparty? I’d like to include specific record properties in the email and configure the notification so that all participants associated with the record receive a…
For those who are well versed in the new AI agents in Ironclad, I would love to hear your feedback on how you are using them and what they are helping you solve.
Hello, Our client has used this property (Entity Name /smartImportProperty_entityName) for legacy migration data, and created a custom one also for net new workflows and records in the system. Now, this and the other property are acting as duplicate of each other. could you please advice how this can be resolved? Both the…
