Mattermost Handbook
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0.2.1
  • Mattermost Handbook
  • Company
    • About Mattermost
      • List of terms
      • Business model
      • Mindsets
    • "How to" guides for staff
      • How to set up a 1-1 channel
      • How to update the handbook
      • How to manage Handbook notifications
      • How to change mobile device
        • How to handle a lost mobile device
      • How to do a mini-retrospective
      • How to autolink keywords in Mattermost
  • Operations
    • Company operations
      • Areas of Responsibility
      • Mattermost Leadership Team (MLT)
        • MLT cadence
      • Company measures
        • Metrics definitions
        • FY23 goals board
        • MLT metrics
      • Company cadence
      • Company policies
        • Community response policy
        • Security policy
      • Company processes
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        • Company agreements
        • Publishing
          • Public web properties
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              • Contribute to documentation
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          • Post-publication quality control process
      • Handbook processes and policies
        • Handbook onboarding
      • Fiscal year planning
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        • Delivery
        • Cloud Platform
        • Site Reliability Engineering
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        • Product Security
        • Security Operations
      • Processes
        • Feature Labels
      • Product
        • Product planning
          • Product philosophy and principles
          • Prioritization process
          • Release planning process
          • Roadmap views
          • Release plan
          • Launch plan
          • Feature requests
        • Development process
          • Mobile feature guidelines
          • Deprecation policy
          • Mattermost software requirements process
          • Jira ticket lifecycle
          • Creating new Jira bug tickets
            • Priority levels for tickets
            • Jira fix versions
        • Release process
          • Release overview
          • Feature release process
          • Dot release process
          • Security release process
          • Mobile app release process
          • Desktop app release process
          • Release tips
          • Release scorecard definitions
        • How-to guides for Product
          • How to use productboard
          • How to record a roadmap video
          • How to update integrations directory
          • How to write a feature release announcement
        • Product Management team handbook
          • Product Management Areas of Ownership
          • Product Manager onboarding
          • Product Manager levels
          • Professional development
        • Product Design team handbook
          • Product Design levels
        • Technical Writing team handbook
          • Work with us
          • User interface text guidelines
          • Documentation style guide
          • Our terminology
          • Guidelines for PMs and developers
          • Guidelines for community contributions
          • Technical Writer levels
          • Docathon 2021
            • Getting started with contributing
        • Growth
          • A/B testing methodology
          • PQL definition
        • Analytics
          • Product Analyst Engineer levels
          • Looker
            • Dashboards
            • Explores
          • Telemetry
        • Developer relations
        • Product team hangouts
      • Engineering
        • Infrastructure engineering
          • Cloud infrastructure cost KPIs
          • Cloud data export process
          • Cloud churn process
          • Reliability Manifesto
          • Production Readiness Review
          • Infrastructure Library
        • Integrations team processes
        • Plugin release process
        • Data Engineering
        • Sustained Engineering
          • On call
        • How to go to a conference
        • Public speaking
        • Core contributor expanded access policy
      • Quality Assurance
        • QA workflow
        • QA testing tips and tools
        • Rainforest process
    • Messaging and Math
      • How-to guides for M&M
        • How to create release announcements
        • How to create screenshots and GIFs
        • How to write Mattermost case studies
        • How to write guest blog posts for Mattermost apps and services
        • How to write Mattermost recipes
        • How to compose tweets
        • How to create a split test for web page
        • How to run meetups
        • How to run executive dinners
      • Checklists for M&M
        • Blog post checklist
        • Bio checklist
      • Mattermost websites
      • Demand generation reporting
      • M&M Asana guidelines
      • Content marketing
        • How to use the editorial calendar
        • Content development and distribution
        • Video content guidelines
        • How to contribute content
    • Sales
      • Deal Desk
      • Partner programs
      • Lead management
    • Deployment Engineering
      • Overview
      • Workflows
      • Frequently Asked Questions
      • Playbook for MME Sev 1 Outages
      • Status Update Template
    • Program Management
    • Customer Success
      • Customer Support
    • Legal
      • Contracts
      • Ironclad Basics
        • Company-Wide Workflows
        • Sales Contracts and Workflows
        • Signing a Contract and Contract Repository
    • Finance
      • Budget
      • How to use Airbase
        • Access Airbase
        • Navigate Airbase
        • How to submit a purchase request
        • How to submit a reimbursement request
        • How to review a reimbursement request
        • Vendor portal guide
        • Frequently asked questions
      • Onboarding
        • Vendor onboarding
        • ROW staff onboarding
      • Staff member expenses
        • How to spend company money
        • How to spend company money: Internships
        • Corporate credit card policy
        • How to access Airbase
        • Gifting policy
        • How to book airfare and travel
        • How to reimburse the company
        • How to convert currencies
        • How to get paid
      • Arrange a Bounty Program
      • Naming files and agreements
      • Risk management
        • Mattermost U.S. consulting agreements
      • Operations playbook
    • Security
      • Policies
      • Privacy
        • Data deletion requests
        • Data subject access requests
      • Product Security
        • Product Vulnerability Process
        • Working on security-sensitive pull requests
        • Secure Software Development guide
      • Security Operations
        • User guides
    • Workplace
      • PeopleOps
        • HR cadences
        • HR systems
        • HR Processes
        • Working at Mattermost
          • Onboarding
            • Things everyone must know
            • Staff onboarding
            • Engineer onboarding timeline and expectations
            • Manager onboarding
            • Frequently asked questions
          • Learning and development
          • Mattermost communication best practices
          • Paid time off
            • Out of office email example
          • Travel
            • Business travel insurance
          • Leaves of absence
            • Pregnancy leave
            • Baby bonding parental leave
            • Jury duty
          • Workplace program
          • Relocation
          • Total rewards
        • Performance reviews
          • Formal review process
          • New staff performance review
          • Informal review process
        • Transfers and promotions
        • Offboarding instructions for managers
        • People compliance
      • People policies
      • Groups
        • Staff Resource Groups
      • Approvals and iteration
      • IT
        • IT helpdesk
        • Hardware and software purchases
        • Hardware buy back policy
        • Software systems
  • Contributors
    • Contributors
      • Equity, diversity, and inclusion
      • How to contribute to Mattermost
        • Community Content program
        • Documentation contributions
        • Help Wanted tickets
        • Localization
        • Contribution events
      • Mattermost community
      • Contributor kindness
      • Community systems
      • Guidelines and playbooks
        • Social engagement guidelines
        • Contribution guidelines and code of conduct
        • Mattermost Community playbook
        • How to run a Hackathon
        • Hacktoberfest event organizer guide for Mattermost
    • MatterCon
      • Staff information privacy management
      • Mattermost events code of conduct
      • MatterCon2021
    • Join us
      • Ice-breakers
      • Help Wanted tickets
      • Localization
      • Mattermost GitHub sponsorship
      • Things candidates should know
      • Staff recruiting
      • Recruiting cadences
        • Product Manager hiring process
      • Exec recruiting
        • EA logistics
  • Help and support
    • Contact us
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On this page
  • Customer Forms & Security Questionnaires
  • Legal Ticket
  • Mattermost Templates for Services and Consultants
  • Non-Disclosure Agreements
  • Requesting review of a Third-party contract
  • Software/Tool Approval
  • Launching a Workflow in Ironclad:

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  1. Operations
  2. Legal
  3. Ironclad Basics

Company-Wide Workflows

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Last updated 1 year ago

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Here are the workflows that are not specific to the Sales team and a brief description of each.

Customer Forms & Security Questionnaires

  • Use the Customer Forms & Security Questionnaires workflow if you need to get a form or questionnaire from your customer completed and approved.

  • You can find more information about the Customer Forms & Security Questionnaires workflow, including a video .

Legal Ticket

  • You can use the Legal Ticket to submit a question you have to Legal. This is not for submitting a contract for review.

  • Legal will reach out to you with any questions about your ticket and then will provide the resolution via Ironclad, which will email you a copy for your records.

  • You can find more information about the Legal Ticket workflow, including a video .

Mattermost Templates for Services and Consultants

  • Whenever you need to bring on a vendor or consultant, please use the Mattermost template. All the applicable versions are included in 1 easy to launch workflow.

  • If you’re not sure which version to submit, complete the form as it makes sense to you and Legal will review the agreement and make any tweaks as needed.

  • You can find more information about the Services and Consultants workflow, including information about how to submit for spending approval and a video .

Non-Disclosure Agreements

  • Whenever possible you should always be using the Mattermost template. A Counterparty may send you their NDA automatically but as the Workflow Owner, you should push back, at least once but preferably twice, to use Mattermost’s template. If you must use the Counterparty’s paper, please see the section Requesting Review of a Third-Party Contract.

Requesting review of a Third-party contract

  • Whenever possible you should always be using the applicable Mattermost template. A Counterparty may send you their template but as the Workflow Owner, you should push back, at least once but preferably twice, to use Mattermost’s template.

Software/Tool Approval

  • If you are looking to bring on a new software tool that you are not sure will pass Security/Legal/IT approval (think AI tools), you can use the Software/Tool Approval before going through the steps of spend approval in Airbase.

Launching a Workflow in Ironclad:

In Ironclad, select the green +Start workflow button on your Dashboard, select the [Workflow Name] on the left of the pop-up windows, and then select the green Start Workflow button on the bottom right.

You can find more information about the NDA workflow, including a video .

For any Procurement related contracts, please submit via Airbase which now includes Legal’s review automatically within Ironclad. For more information please see .

You can find more information about the 3rd Party Paper workflow, including a video .

You can find more information about the Software/Tool workflow .

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How to submit a purchase request
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Example of an Ironclad contract workflow