Simplifying How You Work: Streamlined Workflows and Guided Actions for Faster Results

Multiple agreements in flight. Stakeholders waiting for updates. Clauses that need reviewing. Deadlines looming.

Sound familiar?

For contract and business teams, this isn't just a busy day - it is an everyday reality. And as if the work itself wasn’t demanding enough, traditional contract management technology adds friction to every step. Too many clicks. Scattered workflows. Limited visibility into what matters most.

The latest Icertis 8.7 enhancement experience changes that.

The latest UX enhancements take usability to the next level.
With intuitive design, guided workflows, and smarter collaboration tools, the experience is built to turn complexity into clarity, making contract operations faster, more transparent, and highly efficient.

What makes these updates stand out? They go beyond adding features; they elevate the way you work. From modern themes to a streamlined dashboard, every improvement is designed to reduce friction and help you focus on what matters most: driving business outcomes.

Here is how 8.7 UX Improvements Help Simplify Your Work

To make contract operations seamless across the entire lifecycle, Icertis 8.7 introduces enhancements that elevate how you create, manage, and collaborate on agreements.

Guided workflows That Keep Work Moving

This is how Icertis 8.7 streamlines contracting by reducing steps, surfacing the right actions, and improving document clarity.

Faster Decision-Making with Guided workflows

Icertis guides users through drafting, review, and approval with clearer, more intuitive workflows. In addition, the system now highlights high-priority tasks like approvals or reviews using visually distinct guided workflow banners. New iconography, such as refresh and export, replaces text labels, making navigation cleaner and quicker. By placing critical actions front and center, users immediately know what needs attention, reducing turnaround time and keeping momentum intact.

Quick action controls in preview panels enable approvals, reviews, and rejections directly from the My Work or Agreements Index page. This eliminates unnecessary clicks and minimizes context switching, especially valuable when processing a large volume of agreements during peak cycles.

Guided Workflows with Quick Actions in document Previews

Endnotes are now automatically assembled in Icertis, ensuring disclosures, references, and other key details are included without cluttering the main document. You can add endnotes from templates, clauses, or agreements using Icertis Experience for Microsoft Word or the online editor and compare them using advanced compare. This enhancement improves clarity and keeps supporting information organized and accessible.

Visibility to Maintain Complete Control

Learn how enhancements across themes, navigation, and dashboards (My Work page) give users a clearer, more efficient workspace.

Modern Themes and Consistent Branding

Icertis has introduced a modern, refreshed look designed for clarity and ease of use. Updated colors, spacing, icons, and fonts create a cleaner, more engaging interface that reduces cognitive load during daily work.

Organizations can customize the new modern themes to align with corporate branding by adjusting background images and colors, allowing for a more cohesive and personalized user experience. For global consistency, administrators can also apply themes across all user accounts, ensuring that every team member experiences the same cohesive environment.

Modern themes and brand-aligned customization.

New enhancements also help users create a tailored experience, with user preferences such as column widths, the expansion or collapse state of the left navigation pane on the Agreement Details page, and homepage tile display settings, all automatically saved. This personalization makes the interface more user-friendly and enables users to resume tasks more easily.

UI labels, dashboard text, entity indexes, and search filters have been updated for clearer alignment and readability.

The Editable toggle is now labelled as “Editable from UI” making it clear which attribute fields users can modify in the Icertis Platform, helping ensure transparency around data integrity and compliance.

Editable from UI toggle to edit values in Icertis Platform

Streamlined Agreement Management with the My Work Page

The new My Work page brings all your important tasks together in one place, offering an integrated way to manage agreements. It’s designed to make routine work easier by centralizing everything related to agreements and amendments. With quick previews, you can take action without jumping to another screen, while ownership views let you easily track your agreements. This streamlined setup saves your valuable time by cutting down on searching, navigating, and switching between different modules.

Streamline Agreement Management with the new My Work page.

Connected Collaboration That Accelerate Progress

Let us now dive into the improvements that simplify communication, reduce noise, and accelerate collaborative reviews.

 Smarter Collaboration and Review Workflows

The platform enhancements ensure that only relevant users receive notifications by limiting topic updates to participants actively involved in the discussion. Reply-all messages are restricted to those engaged in the thread, which helps maintain focused communication and reduces unnecessary email clutter.

For reviews, users can complete approval or review tasks directly within the online editor. This integrated experience allows reviewers to evaluate content, annotate, and complete tasks in one place, streamlining workflows. It also provides real-time updates on task status and enables participants to be added without disrupting ongoing collaboration.

Online Editor with a dedicated panel displaying review status.

Add reviewers directly within an online editing session.

Flexible reviewer capabilities such as rule-based selection, sequential review steps, mid-process reviewer addition, simplified external reviewer onboarding, and reviewer retention ensure workflows adapt to business needs without delays.

Add internal or external reviewers and define their review step number.

Secure Access for External Stakeholders

When collaborating with partners, vendors, or outside counsel, external reviewers can access agreements through secure, time-bound links without requiring full platform credentials. Reviewers receive an AES-encrypted link and generate a one-time passcode (valid for 10 minutes, with a maximum of three attempts per day) access the agreement. These encrypted access links, combined with OTP authentication, ensure enterprise-grade security while enabling seamless collaboration with non-Icertis users.

Benefits of These Improvements

Each improvement in 8.7 ladders up to a tangible improvement in daily productivity.

Faster Turnaround

Quick actions with guided workflows reduce time spent navigating screens and completing tasks, accelerating contract cycle times.

Improved Usability

Modern themes, clear UI messages, and retained preferences make the platform more intuitive, allowing teams to work comfortably and consistently.

Enhanced Collaboration

Tailored notifications, Rule-based reviewer selection, and integrated online-editor approvals help teams coordinate more effectively and avoid bottlenecks.

Unified Experience

Custom themes and enforced global branding ensure every user experiences a unified, professional interface aligned with their organization’s identity.

Greater Transparency

Improved messaging, and consolidated work dashboards with My Work page provide better visibility into status, ownership, and next steps, strengthening accountability.

What Are We Trying to Achieve?

Our aim is to simplify your work. The Icertis 8.7 release streamlines processes and improves usability, so teams can focus on key priorities instead of routine tasks.

Next Steps

Want to learn more? Visit our resources page to explore more from this blog series:

•  “The New Icertis Experience: Redefining Contracting with Seamless and Intuitive Design.”
• “Find What You Need Faster: Quick Search and Smart Navigation for Better Decisions.”

Dive into detailed insights and feature demonstrations that showcase the power of the new Icertis experience.