Reviewing your templates

Smartfields in templates can be used to:

1. Open the SMARTFIELDS tab.

​2. To rename the smartfield, click on the name and type over it/edit it.
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To check/adjust the smartfield type, hover over the field, click the icon to the right of the field and select the relevant option (see below for further guidance on smartfield types)

It's possible to populate smartfields (with text or an option from a dropdown) with a default value in your template. This will show on all contracts generated from the template.

​3. Finally, check that the smartfield has been dragged and dropped into your document where necessary.
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Drag and drop fields into your template by hovering over them and clicking and holding the 6 dots as you drop the field into the template.

Any fields used for reporting purposes or to trigger rules do not need to be dragged and dropped into the document.

Type

Description

For shorter text, e.g. a contact name, the purpose of the agreement.

For longer text, e.g. a full address or service inclusions. Text area fields allow users to add line spacing between their inputs.

For entering numerical values (e.g. fees, pricing, term length)

💡 NOTE: Number strings cannot begin with a 0, so a Text field is more appropriate for items such as phone or bank account numbers.

For capturing email addresses (e.g. a billing contact email). Juro will ensure a valid email format is entered into this field, i.e. abc@domain.com.

A single-select field with custom dropdown options (e.g. London, New York, Madrid, etc.)

For dates. You can set the date/time settings for your workspace so it can follow, e.g. a US date format.
You can also set reminders on calendar fields by setting this field type first, then clicking the arrow and setting the reminder frequency and recipient.
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Reminders are then automatically added when contracts are created from this template and the date is filled out.
Reminders can be adjusted on a contract-by-contract basis as needed.

For UK-based company names, numbers and addresses. This field type queries Companies House and dynamically pulls through company legal names, numbers and addresses. Removing the need for manual entry for UK counterparties.

1. Highlight the portion of text or a few characters and click the RULES icon to check which rule has been applied to the text.

💡 NOTE: Click the X next to the rule's name to remove it from a portion of text.

2. Open the RULES tab from the Actions bar, find the rule and confirm that the correct field criteria have been set. It's possible to rename rules as needed.
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One rule can be applied to multiple items of text throughout the template.
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When a rule doesn't trigger as expected, it means the required conditions haven't been met.

It's possible to have tiered rules (i.e. where conditions across several fields must be met for the rule to trigger), you should ensure all field criteria are correct.

3. External parties will not see the dashed green/red highlighting; they will only see the finalised version. To preview the finalised version and test your rules, copy the template's review link to your clipboard and paste this into another browser tab.

You'll be shown an external view of your template, where you can confirm that rules are triggering correctly.

The review link is dynamic; it's possible to revert to the internal Juro template URL, adjust smartfields and then refresh the review link in your second tab to see the updated document.
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You can test all your rules using this template review link or by creating test contracts from your template.
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If the full text is showing or being hidden incorrectly:

Go back to the internal view of your template and review the rules in the RULES tab. Confirm if the input on your smartfield matches the conditions to trigger the rule.

If the rule has correctly hidden text, but a clause number is still showing on the external view:

Confirm that the rule has been applied to the text correctly.
For full paragraphs of text, the best way to do this is to drop the entire rule onto the relevant section (see here).
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For sections of text, it's best to highlight the text (including any spaces and punctuation) and click the Rules icon in the top formatting bar to apply the rule.

You can assign smartfields to be filled out internally or externally using Forms: an upfront Q&A flow will be shown for internal/external stakeholders to fill out before they land on the contract view. Each question corresponds to a smartfield, and any inputs will fill out the smartfield and populate the contract where needed.

1. Ensure your placeholder blocks are in place on your template.

Document members > SIGNATORIES > + Add new signatory (if not already done).

2. Create a test contract and click the counterparty's Signature link. Paste this into a separate browser window.
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Alternatively, 'Assign to' your personal email and share the contract with yourself to test the signing flow.
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To test the internal signature flow, click 'Assign to' and select yourself/your colleague (only members added to Juro and added to a group with access to this template can be selected). The view for internal signatories is the same as yours, except they will see a button to Sign in the top-right of their screen.

3. Open the document and sign as the counterparty (see video below).

Approvers can accept or reject documents before they are shared externally for signature. It's possible to have standard approvers who will approve every document created from this template, or have conditional approvers who only need to approve when certain criteria are met.
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If the document is approved and changes are made (e.g. to a smartfield or the document's text), the document will need to be re-approved.

1. Add the relevant approver(s). It's possible to add an approval order (please see below).

2. Publish your template and create a contract.

3. If you are the approver, you will see the TO APPROVE status and the option to approve or reject the document.

Where you are not the approver, click Prepare approval request. The contract status will change to SENT FOR APPROVAL, and then APPROVED once all approvers have approved the document.

1. Add your approver.

2. Click the approver's name > Add rules and set up the rule triggers.

3. Modify the linked smartfield to meet the criteria to trigger the rule.

Synchronous

Asynchronous ("Create new versions")

1. Publish your template and create a contract

2. In the created contract, copy the relevant link and paste it into a new browser window. Once in the contract, make suggested edits and click Send back new version when these are done.