💡 NOTE: Only Organisation Admins can see the Integrations tab within Settings.
For more information on managing a user's access level, see our dedicated article.
Setting up the integration ⛓️
To activate the Google Drive integration:
1. Open the Integrations portal and click the Google Drive panel. |
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2. Click Connect. |
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3. Allow Juro to see, edit, create, and delete your Google Drive files. |
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4. Finally, choose which folders you'd like to sync for this integration. |
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💡 NOTE: For Exports, you can only select a master folder, but for Imports, you can select subfolders.
If you would like to set up imports and exports successfully, you should use two master folders to do this.
Exporting documents ➡️
With this integration, you can automatically export 'fully signed' agreements that have been signed through Juro's signing flow. Once the integration has been set up following the steps above, no further action needs to be taken to export these documents.
To simplify document retrieval, ensure that each workspace is connected to a unique master Google Drive folder.
Importing documents ⬅️
The Import feature uploads existing and incoming documents from a Google Drive folder into your Juro workspace.
Optional: Adding a Juro data structure to your imported Google Drive Files 🪜
You can add fillable smartfields to each imported file.
To do so, you must set up and publish a data structure template: a blank template with the empty fields added. These fields will be applied to each document that is uploaded to be populated later on.
💡 NOTE: [If you pre-populate a smartfield on the template, it will be added, pre-filled, to all the documents imported from Google Drive.]
1. First, add your fields and publish your template. |
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2. Go to the Contract Reader section in Settings and toggle the Add data from a template option. |
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As shown below, if this is enabled before you begin the Google Drive import, the fillable fields will automatically be added to any file uploaded via the integration. |
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You can also add smartfields to uploaded files one by one in Juro after they have been imported from Google Drive.
To do this, open the Smartfields tab and then the three dots in the right-hand corner of the tab. This will give you the option to add fillable smartfields from any published template in the workspace. |
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💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email us at support@juro.com 🚀