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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…
Curious how other teams structure and tag their clause libraries for reuse across templates. Any recommended taxonomy?
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
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…
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…
There’s a lot of conversation about how AI can make contract review faster, but I’m curious where teams are actually feeling the biggest time drain today. Is it: Getting through the first-pass review? Finding the right playbook guidance or precedent? Drafting and explaining redlines? Getting the right people involved when…
I’m trying to delete a variable/property in my Ironclad template, but I can see that it has many references in the document I generated. Is there a way to safely delete the variable even though it has existing references? Or is there a way to identify and remove all references to the variable before deleting it? Any…
Hi everyone, I wanted to throw an idea out to the community and see if anyone else is facing a similar challenge, or if anyone knows if something like this is on the product roadmap. Right now, we love using Ironclad's turn tracking, but we frequently run into a visibility bottleneck during the internal review stages.…
Is there a way to use the same table variable in two different tables, but hide one of the six columns in one table while displaying all six columns in the other? As shown in the below screenshot, both tables would contain exactly the same data, except that the Discount column would be excluded from the second table.
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'…
