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Add Additional Form feature

Jamie_Calnan

Hi,

In setting up a new workflow I was playing with the "Add Additional Form" feature and realized that this might be a good way to store meta data legal wants to track without it being on the intake form (I believe this has come up before). However, this feature appears to only be an option at the review option. Does anyone at Ironclad know if this can be added to the review or signature phase so a legal admin can be assigned to fill out certain fields we want to track before we route for signatures?

This would also be helpful so we can get all fields we want to track updated before signature and then we can set all WFs to auto-archive and they can be done after signatures.

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Comments

Joe_Nguyen

Hi @Jamie_Calnan, Nice to meet you! There is a workaround. Please take a look at this thread. Please let me know if you need anything else. 🙂

Jamie_Calnan

Sounds like in that workaround, they legal approver (attorney) has to check boxes before approving.... which in reality isn't something most attorneys are going to remember or what to have to do. I'm looking for a solution that the system admin can updated when agreement is finalized, this would take place right before signatures and be owned my system admin. This seems like a basic functionality, which it was easier to get things added and tracked in the system.

David_Wieseneck

Add the link here so we can all follow and vote!

David_Wieseneck

Wait @Joe_Nguyen this is already in the Idea Exchange... hahahaha

CleanShot 2022-05-10 at 12.19.48@2x.png

Joe_Nguyen

@David_Wieseneck I moved it over. 😀

Joe_Nguyen

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Kathleen_Gilbert

Thanks for this conversation. We want to use the "Additional Information" feature to send a request directly to the vendor during the workflow asking them to upload information needed to vet/onboard the vendor (W-9 for example). This request to the vendor can only be sent out during the Create phase. However, the entire workflow stalls and does not progress to the review phase until the vendor provides the information requested. This is a major issue because the vendor could take days/weeks to provide the information. In this case, we do not require this information before kicking off review of the contract, it is needed just before or immediately after the contract is signed. We would like this feature to be available without blocking the workflow from progressing. I heard a rumor that there is a workaround. Any ideas? Thanks, Kathleen

jaclyn_clifford

This would be a game-changer for me! I have implemented a workaround that I have seen on this forum where there is a specific section that Legal fills out post-launch form by editing the information. However, this is not ideal because the multiple choice selections aren't available and it requires Legal to remember to edit the information. I would love a form to be sent to Legal post launch form and pre signature to fill out to capture negotiated terms.