This article covers the second stage of building a Juro template: adding the people involved in your contract workflow — signatories, approvers, and recipients — and publishing the template to your workspace. If you haven't yet set up your template content, smartfields, forms, or rules, start with the companion article — Creating & building templates — before continuing here.
💡 NOTE: Only Admin users can add and edit templates. The information below is relevant to Workspace Admins.
Managing stakeholders
For contracts where internal signatories or approvers will always be the same, you can add their information to your template. When you don't know the signatory's details, you can add placeholder links to be assigned post-contract creation.
These links (and their signing blocks) will be included in any contract generated from that template, saving you from having to manually add them each time.
Signatories
To add signatories to your template, you can either:
Add a specific user from within your Juro workspace, or
Add placeholder signing links to be populated with signatory information after contract creation.
💡 NOTE: Internal signatories must be a user on Juro within a group that has been added to the workspace the template is in. This group must also have access to the template. You can read more about this here.
To add a signatory to your template:
1. Open the Document members tab and click + Add new signatory under the relevant signing side. |
For placeholder links and external signatories: select Signature link. |
Once you add a signing link, this will automatically generate a linked signing block on your template (not for PDFs). To update the signatory later, use the Change member option, which you can access by clicking on the signature link. In these instances, you shouldn't delete the block, as this must be re-added.
You can also add signature blocks between text in your document. To do this:
1. Click where you'd like to add a signature block and click the Add signature block icon. |
2. You can add your signatories later by clicking the sidebar link in the placeholder bar that appears to open the Document members tab. |
Signing orders
To set a sequential signing order for the signatories on your templates:
1. Open the Document members tab, click Can sign + and select Turn on order. |
2. Click and hold the 6 dots to the right of the signatory's name or email to move it in the order. |
Managing external comments
If you'd prefer to remove commenting permissions for an external party, this is very easy to do at either the template or contract level:
Open the Document members tab, click Can sign, and uncheck the Comment and suggest option. |
Commenting will now be disabled for any user accessing the contract through the external signing link. If you would like to disable commenting for those accessing using the reviewers link, you can repeat the step above under the REVIEWERS heading.
Approvers
Adding approvers at the template level is especially useful if the contracts generated from a template will be approved by the same person each time.
💡 NOTE: Approvals need to be completed before the document can be sent for signing. Internal changes made after the document has been approved will retrigger the approval process.
Recipients
You can also add Recipients to your template, who will receive email notifications when a contract created from the template is sent for signing, signed by anyone, and fully signed.
The fully signed email notification includes a PDF attachment of the completed document.
Publishing your template
Now that your template is ready, it's time to make it available to the wider workspace. To do this, click Publish at the top of the document.
To make further edits at any stage, click Unpublish. You will need to re-publish the template to make the updated version accessible to other users.
💁 As always, our Support Team is happy to help you with anything further if needed. Start a chat with us by clicking the Intercom button in the bottom-right-hand corner of this page. Alternatively, you can email us at support@juro.com.