Hi Ironclad Community!
Back with another recap from this month's User Group Meetup. Special shoutout to our session leaders @Andy_Yu, @Antonio_Perez, and @Lyndsey_Cain , and thank you to all our attendees for contributing to an engaging discussion on Repository Best Practices. Recap deatils below:
Main Topic:
- Presented by Lyndsey Cain - NYTimes created a phased approach to introduce and enhance its entire legal contracting with Ironclad
- Phase 1 - Start with developing a comprehensive repository (the most finite and acute pain point)
- Familiarize users with a simple workflow to contribute to a comprehensive Repository, and expand / roll-out additional use cases later
- Optimize for simple user experience, adoption, and then use-case expansion
Other Topics:
- How to optimize for company-wide user adoption
- Creating a “Signed Contracts” workflow for contracts signed outside of Ironclad (or that pre-dated Ironclad)
- Best practices for how to migrate contracts / records into Repository
- How to add custom fields to already-executed contracts
- How to bulk relate and bulk delete records
- What to expect with upcoming release of Lifecycle Presets
Content Share
This was a very hot topic for us Ironclad users and we want to know, would you like us to revisit the Repository Best Practices topic in the future meetup? Kudos this post to let us know!
Still have questions related to the topic? Comment below and we’ll do our best to get them answered!
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