Skip to content
DataHalt
Book a workflow review(opens in a new tab)

Icertis / Integration design guide

Keep your Icertis workflow. Define the authority handoff.

Agree which Icertis documents and context enter the review and which approved documents and decisions return. The customer-specific connection must be configured and validated before live use.

Review the proposed exchange Book a workflow review

The proposed operating boundary

A defined exchange. Clear ownership on each side.

Customer-defined record and lifecycle-context mapping. These are the fields and outcomes to scope—not a confirmation of active synchronisation.

Agreed input
Record identity, current version, ownership and permitted lifecycle metadata
DataHalt scope
Negotiated terms, evidence conditions and accountable owner decisions
Intended return
The exact authorised package and customer-agreed status mapping
  1. 01 / Receive

    Define the gateway contract

    Agree the provider endpoint and payload mapping for the relevant Icertis records, document versions and customer entity.

  2. 02 / Govern

    Evaluate inside the agreed scope

    Use the workspace’s approved positions, connected-package conditions, current evidence and decision rights for the vendor round.

  3. 03 / Return

    Return a reconciled package

    Validate the final document set and lifecycle-state mapping before the handoff. Record the provider response and any unresolved conflict.

Before a final-agreement handoff, DataHalt must establish authority for the exact document set. A named human controls acceptance; the destination does not inherit permission to sign from a readiness record. Live vendor responses require a human-approved exact response and destination; neither a mapped provider status nor a valid permit substitutes for that approval. A historical decision record, including a separately configured signed record, does not grant the receiving system current approval or permission to execute.

See how the package becomes ready

Authority stays with the exact package

Ready for signature is not permission to sign.

DataHalt evaluates contractual acceptability. The customer retains corporate signing authority and the signing workflow in its configured CLM or e-signature environment.

  1. Document integrity

    Bind the document set

    The handoff must match the authorised package, including the evaluated versions and required attachments.

  2. Current decision

    Recheck before handoff

    Policy, evidence, approvals and destination remain subject to a fresh authority check. A changed package needs re-evaluation.

  3. Delivery evidence

    Reconcile the outcome

    A prepared permit is not delivery confirmation. Record the provider response and route failures through governed recovery.

The connection does not enable autonomous signing, renewal, amendment or termination. Unsupported actions remain blocked.

Inspect the authority record

Customer-specific production validation

What must be demonstrated before go-live.

These are review requirements, not completed checks. Agree the evidence with the people who will operate the connection.

  1. 01
    Tenant and gateway access

    Confirm the endpoint, customer tenant permissions and permitted record operations.

  2. 02
    Record and lifecycle semantics

    Map metadata, ownership, document versions and lifecycle states; do not infer approval from a status label alone. Agree the rule, represented entity and exact action for any authority condition that consumes mapped facts.

  3. 03
    Reconciliation and retries

    Test changed records, conflicting updates, repeat requests and recoverable failures under the agreed gateway contract.

  4. 04
    Operating sign-off

    Have the customer approve the import, final-package return and exception-handling path before production use.

All connection types Security and customer control

Scope the connection before connecting

One workflow. One validated path.

In a 15-minute workflow review, discuss the systems you use and the connection your first workflow would need. No contract upload needed for this conversation.

Book a workflow review

Deployment scope. These workflows are available for pilot validation, not presented as verified live capabilities. Confirm the enabled scope and current release evidence before live use. Examples are illustrative, not customer outcomes or permissions. Live vendor responses require human approval and a fresh check of current authority, exact content and destination. A permit or wording approval alone is not permission to send.