Hi Ironclad Community - Thank you to everyone who joined the User Group Meetup this week, and special shoutout to @Angela_Mendenhall and @Andrew_Smith for leading an amazing session. The meetup was packed with content, questions, best practices, and of course a few laughs along the way.
To share a quick recap, our topic on August 16th was Ironclad Workflow Designer Best Practices - Document and Create Steps. A few of the highlights we discussed during the session included:
- Best practices for your contract templates in the document step
- Formatting a signature block with a table
- Multiple conditioned templates or one template with conditioned sections, how it impacts the counterparty experience
- Best practices with Launch Forum(s)
- Using sections to make an easily digestible forum
- When to use additional forms to optimize instead of stall workflows
- Best practice with contracts including different languages
- Using tables and templates with columns to detail translations
- Best practices for newly updated features
- Benefit of using dynamic tables in your agreements
- A look into the complexity of formulas and advanced conditions
Helpful Links
Format Microsoft Word Documents
Advanced Conditions: How to Get the Most Out of Workflow Designer
Formulas Help Center
Formulas Overview
Still have questions related to the topic? Comment below and we’ll do our best to get them answered!
User Group Feedback Forum
