Learn how to optimize and improve your existing workflows.
Are you looking to optimize your existing workflows?
This course is an intermediate session designed to help you improve your existing workflows, especially simpler workflows. You will see how you can use Ironclad Insights data to find less effective areas in your workflows to address. Then you will learn some tips to take action on those improvements, adjusting workflow launch forms for better efficiency, knowing who holds the pen with Turn Tracking, and using conditions to make your workflows all the more powerful.
When you complete this course, you will be able to:
- Leverage Insights to identify improvement opportunities in workflows.
- Add functions to your launch form to improve consistency and usability.
- Keep workflows moving with Turn Tracking.
- Incorporate conditions into your workflow to dynamically trigger language, review, and actions.
- See how Public workflows can expedite simpler, repeatable contracts.
Time Commitment: 2 hours
Audience:
