ICM enables teams to manage contracts within structured workspaces, improving organization, collaboration, and visibility across shared document workflows.
What’s Supported in Phase 1
Workspace Support
Documents are now workspace-aware across the app:
View the workspace associated with each document directly from the listing screen
Filter documents by workspace from the home screen for easier navigation and organization
Request Signature with Workspace Selection
When creating a signature request:
Users can select a workspace
The document is automatically associated with the selected workspace, ensuring proper organization within team workflows
Non-ICM Users
There is no impact on non-ICM users:
All existing features and workflows continue to function as before
No changes are required for users not using ICM
Known Caveats
In-Person Signing
The in-person signing flow currently uses the non-ICM workflow
This is due to pending web support at the time of mobile implementation
A fully ICM-compatible in-person signing experience will be introduced in a future phase
Template Preview for Non-Owners (iOS only)
Template downloads currently rely on the v1 DocOps API (migration to v3 is planned)
Users who have access to templates via shared workspaces—but are not the owner—will not be able to preview those templates
Draft Rename
Renaming draft documents currently uses the v1 API
The v3 API for this operation is not yet stable
Migration to v3 will happen once stability issues are resolved
What’s Next
Future phases of ICM will continue to expand support across mobile, including:
Full ICM support for in-person signing
API migrations to improve performance and consistency
Enhanced template handling and permissions