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Ironclad / Integration design guide

Keep your Ironclad record. Scope the governed vendor round.

Plan a customer-specific exchange: bring the current Ironclad document into a governed vendor round, then return the agreed package and decision evidence. Validate the connection before live use.

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The proposed operating boundary

A defined exchange. Clear ownership on each side.

Contract-record and document-version handoff. These are the fields and outcomes to scope—not a confirmation of active synchronisation.

Agreed input
Record identity, current document, workflow state and permitted metadata
DataHalt scope
Connected terms, authority evaluation and the governed vendor round
Intended return
The authorised document package and agreed completion evidence
  1. 01 / Receive

    Map the source record

    Agree how the customer’s Ironclad record and version become the source of the negotiation. Validate the gateway payload and the allowed record scope.

  2. 02 / Govern

    Keep the round connected

    Preserve the source version while DataHalt evaluates vendor counters, current evidence and named approvals under the customer’s policy.

  3. 03 / Return

    Reconcile before returning

    Check the source record has not changed, confirm the exact final package and validate the destination before a governed handoff.

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
    Endpoint and access

    Validate the customer-configured gateway, credentials, read/write scopes, expiry and permitted records.

  2. 02
    Payload and version mapping

    Test record identity, current document, workflow state and package-response mappings against the customer’s tenant. A received field or workflow status is not approval; validate any separately approved authority condition that consumes it.

  3. 03
    Conflict and recovery policy

    Agree how changed versions, duplicate requests and failed responses are reconciled before retrying.

  4. 04
    Customer acceptance

    Demonstrate the import and return path with the operating owner before treating the connection as production-ready.

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.

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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.