Ironclad Clickwrap Terminology

Within Ironclad Clickwrap, there is a set of data structures to consider when interacting with the API that will help you formulate the ideal integration:

Templates / Contract

• A contract managed within Ironclad Clickwrap
• Can have many versions that are drafted and published
• Has both a latest_version and a published_version (if a version has been published)

Contract Version

• An instance of a template that is created as a draft, published, and timestamped by its publish or effective date
• Acceptances will be tied to a specific contract version and template

Clickwraps / Clickwrap Groups

• "Container" for your contracts where you can manage visual and overall settings
• Can contain one or more contracts to present to an individual for review and acceptance

Snapshot

• Screenshot of a webpage or application where a Clickwrap Group is embedded, that represents what a user was presented at time of acceptance.
• Can be captured manually or on an automated frequency

Snapshot Location

• A specific container of snapshots that corresponds to the webpage or application where a Snapshot is taken
• Snapshot Location types include:
  • Desktop Web Browser
  • Mobile Web Browser
  • Native App

Legal Centers

• A public web page to publicly host and display your legal Contracts. It maintains a version history of the Contracts that you've published and made available.

Signer

• Any person or organization identified by any unique identifier (Signer ID) to your company that is accepting documents
• Can accept contracts via clickwrap through a series of events we call Activity .

Activity

• An event that’s logged for a Signer against a given Contract Version and, optionally, a Group.
• Common types of events include:
  • Visited - An individual views a template in the Legal Center
  • Displayed - An individual viewed the full text of the clickwrap contract (usually by clicking on the link in the clickwrap)
  • Agreed - A specific Signer agreed to a clickwrap contract(s)
  • Disagreed (optional) - A specific Signer disagreed to a clickwrap contract(s).

Sites

• An instance within your Account that holds Templates, Clickwrap Groups, etc.
• Sites can be configured as a Sandbox site or a Production site.

Account

• All Signers, Contracts, and Activities live within a Site, which a Site lives within an Account
• An Account can have many Sites which act as a sub-tenant within your environment. One Site is your default, which controls how a Contract can be shared across an Account.