Contents 🚀
Introduction 👋
With Juro's Google Drive integration, you can import and export documents into your Juro workspace directly from your Google Drive folders. |
Connecting Google Drive to your Juro workspace ⛓️
💡 NOTE: Only Organisation Admins can see the Integrations tab within Settings. If you cannot see it, please ask your internal Organisation Admin to upgrade your access level. For more information on managing a user's access level, see our dedicated article.
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To turn on the Google Drive integration:
1. Under AUTOMATIONS, open the Integrations tab. Then 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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Exporting documents to Google Drive ➡️
With this integration, you can automatically export agreements that reach the Fully Signed stage within Juro to a folder of your choice (personal or shared) in Google Drive.
This applies to documents that are fully signed after the Google Drive integration has been set up. Once the integration has been set up following the steps above, no further action needs to be taken to export these documents.
Importing documents from Google Drive ⬅️
The Import feature uploads existing and incoming documents from a Google Drive folder into your Juro workspace.
💡 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.
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Your Google Drive integration on Juro is now set up! Depending on your sync choices, Juro will automatically upload all Fully Signed contracts to the selected folder, and/or will import documents from your Google Drive.
Optional: Adding Juro Data Structure to Imported GDrive Files
In addition to importing the folder location of each file, it is also possible add fillable smartfields to each uploaded file.
To do so, you will first need to set up and publish a data structure template. This is just a blank template with empty fields added. These fields will be added to each document that is uploaded and will be fillable later on. Make sure you publish the template before moving to the next step.
[If you pre-populate a smartfield on the template it will be added, pre-filled, to all the documents imported from GDrive.] |
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Now you can go to "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 GDrive import, the fillable fields will automatically be added to any file uploaded via the integration. This can make it easier to tag the documents at a later date. |
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Alternatively, it is also possible to add smartfields to an uploaded files one by one in Juro after they have been imported from GDrive.
You can do this by clicking into the document, then into the "Smartfields" tab and then the three little dots to 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 your query to support@juro.com 🚀
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