Learn how to successfully build workflows in Workflow Designer for your contracts.
Where do I start?
As an Ironclad Admin, one of your responsibilities might be to design and build workflows in Workflow Designer for your end users to launch contracts in Ironclad. This course will orient new Admins to Ironclad’s Workflow Designer. You’ll learn about the steps involved in a workflow in Ironclad, how to navigate the Workflow Designer tool, how to prepare to create a workflow, and all the steps necessary to successfully build a workflow.
When you complete this course, you will be able to:
- Explain the foundations and purpose of Workflow Designer
- Navigate the Workflow Designer tool
- Prepare to create a workflow
- Build a workflow in Workflow Designer
• Build user friendly launch forms and tag documents
• Build and apply conditions
• Configure the Create step
• Configure the Review step
• Configure the Sign step
• Configure the Archive step
- Test your workflows
Time Commitment: 2 hours
Audience: New Ironclad Admins
*Please note: there is highly recommended pre-work associated with this course. Click Start Course to access this pre-work and return to the lesson on the session time and date to join the session you signed up for.
What is live training?
Our live training courses are small group, interactive sessions led by a live instructor. Live courses include the ability for learners to ask questions throughout the session, allowing them to learn from the instructor and their peers.
