Working with Ironclad CLM

With the exception of a small handful of agreements that were put into Ironclad CLM during our soft launch phase, only agreements received in ORSP on or after February 3, 2025 will be negotiated through Ironclad CLM.

Starting February 24, 2025, you will be able to access your agreement record directly from a link in the eRPM record on the main page of your PAF, or UFA, or on the ACR/MOD tab in AWD

From the CLM dashboard, click on "Participating In" under the "Views" list on the left-hand side of the screen.

To respond to a comment from the Officer or add a comment to the Officer in an agreement in CLM, see the steps outlined in the Respond to and Add Comments in Ironclad job aid. You can also contact the Officer via the Activity Feed in CLM. This is done by @ mentioning the name of the person you want to send your message to:

Select the name of the person you want to message, type your message, then click “Send message.” The person you @ mentioned will receive an email with your message.

Cancelled workflows cannot be reinstated. If you have accidentally cancelled your contract in CLM please contact your Contract Officer or Award Management Officer immediately so that ORSP can create a new record for your agreement. Any approvals that were completed on the cancelled workflow will have to be re-obtained.

Once the agreement has been fully executed a copy is uploded by ORSP to the eRPM AWD or UFA record and can be found in the record's documents. For AWD records they will be located in the AWD Docs tab, and for UFAs they will be located in the documents section on the Main tab. 

AWD Docs Tab:

UFA Documents:

If you will be out of the office for two weeks or longer, plase update the Primary Research Administrator on the eRPM record and contact the Contract Officer/Award Management Officer assigned to the CLM record to let them know who will be covering your workload. In those instances, ORSP will provide access to the coverage RA to the CLM record. If you will be out of the office for less than two weeks, follow the instrauctions below to add a rule to your email so that messages from CLM will be automatically forwarded to your coverage person:

Emails that come from Ironclad

• Come from: *@mg.ironcladdapp.com

  • When establishing your filter - use the above to capture all emails that originate from Ironclad regardless of the specific workflow or eRPM record

    • from: (@mg.ironcladapp.com)

Emails that come from AdobeSign, the eSignature software

• Come from: ORSP Integration via Adobe Acrobat Sign <[email protected]>

  • When establishing your filter - be sure to include “ORSP Integration via Adobe Acrobat Sign” to ensure you’re not inadvertently forwarding other AdobeSign emails

• Some email subject lines:

  • If you are CC’d on the request for signature:

    • ORSP Integration has copied you on…

  • If you are asked to sign an agreement:

    • Signature requested on “[eRPM Record ID…]”

  • If you were CC’d on the request for signature and the agreement is fully executed:

    • Completed: You’re copied on [record info

• How to set Forward Rules:

• MS Outlook - Use Rules to Automatically Forward Messages in MS Outlook

  • Video - How to use Outlook rules to automatically forward emails

• Gmail - Automatically Forward Gmail Messages to Another Account

  • Video - Gmail: How to Automatically Move Emails to a Folder