Autogenerating template fields using Juro AI

Contents 🚀

Introduction
Autogenerating your smartfields
Managing your smartfields

Introduction 👋

Take back the time spent manually adding fields to your templates one by one, template by template: now, Juro's sophisticated AI can do this for you.

💡 NOTE: AI is not always 100% accurate, so generated fields should be reviewed before using your template.

Juro's AI may not identify all fields in the document. All generated smartfields should be checked and matched to your organization's standards (e.g. if your document references an 'effective date' rather than a 'start date', the name of the relevant field should reflect this.)

Autogenerating your smartfields 🤖

Before uploading your template, you should put your key datapoints in square brackets (e.g. [Effective Date]) to help the AI Agent identify which smartfields it should create.

💡NOTE: For signatory fields, square brackets must be removed.

When this is done and you're ready to upload your template:

1. Open the Templates section (visible to Workspace Admins only) and click All.

2. Click + Add template in the top-right-hand corner.

3. Name your template and select Next.

4. Drag and drop a document from your desktop into the upload portal, or click Select it from your computer to see a list of the documents on your device.

If you want to build your template from scratch, click Skip.

5. Next, you'll be redirected to your template. A prompt to autogenerate your smartfields will show. Click Generate.

You can skip the autogeneration by clicking Do it manually. Please note that you won't be able to autogenerate smartfields after this stage.

In just a few seconds, Juro AI will generate the smartfields for the data points it can identify from the body of your document.

Next, we'll take a look at how to manage your smartfields post-generation.

Managing your smartfields 🔘

Below is a quick summary of what you can do with your smartfields after Juro AI applies them to your template:

1. Adding fields to your document body

Remove the relevant placeholder text, click and hold on the 6 dots that appear when you hover over the smartfield and drag and drop it into the space.

2. Reordering fields in the SMARTFIELDS tab

Click and hold on the 6 dots that appear when you hover over the smartfield, and drag and drop the field to your preferred position.

3. Renaming fields in the SMARTFIELDS tab

Click the title of the field and enter the new name. Then, click out of the field or press Enter to save your changes

4. Changing field types in the SMARTFIELDS tab

Click the icon to the right of the field and select a new smartfield type. You can also learn more about these here.

5. Adding and deleting smartfields in the SMARTFIELDS tab

Click the icon to the right of the field and select a new smartfield type. You can also learn more about these here.