Working with an uploaded PDF contract

Import existing and third-party contracts into Juro to make the signing process super simple.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over a week ago

Contents πŸš€

Introduction πŸ‘‹

Working with a PDF upload is slightly different from working with a contract created in Juro, but it's just as straightforward.

Whether you have an internal document you want to work with or one sent to you by a third party, there are just a few easy steps to follow to achieve this.

Uploading your PDF ⬆️

To get started, you'll need to import the PDF into Juro. To do this:

1. On your Contracts homepage, click + Add document and then Upload from your computer.

2. Drag and drop the document into the upload portal, or click select from your computer to select it from your desktop.

3. Select the template you'd like to upload the file against and Click Continue.

Not seeing your template in the list? Ensure that the template is published.

Working with a single file ☝️

When you upload a single file into Juro, you'll be directed straight to the document; which will have its status set to UPLOADED*.

The document's name will be the original file name, which you can update by clicking on the text and typing a new name.

* πŸ’‘ NOTE: Your workspace can be configured to automatically mark all uploaded documents as FULLY SIGNED, which you can learn more about here.

If this is the case with your workspace, you can change it to UPLOADED by clicking on the status bar.

If you upload a PDF against a template with pre-defined signatories and/or approvers, you will need to remove these in order to change the status.

Uploading multiple files πŸ”

To import multiple files at once, you can multi-select these from your desktop during the uploading process (for Windows users: select 1 document, then hold CTRL while you select the others. For Mac users: select 1 document, then hold CMD while you select the others.)

Juro will process these documents and provide status updates along the way.

When the upload is complete, the documents will be added to both your Contracts

homepage and a dedicated dashboard (or 'table view', as we call them).

To learn more about managing table views, click here.

Readying a PDF upload for signature πŸ–¨οΈ

Adding smartfields to a PDF upload πŸ”˜

Juro's contract reader parses information from PDF uploads and will create smartfields from the data it identifies.

If you'd like to add additional custom smartfields to your PDF, you can learn more about this here. Unlike for contracts created in Juro, smartfields applied to PDF uploads require slightly more manual placement.

If, when we are uploading the PDF into Juro, we choose to skip the template selection part of the upload workflow, we can add smartfields from a published template later on.

To do this:

1. Click the Smartfields icon to open the SMARTFIELDS tab.

2. Click the 3 dots to the right of the SYSTEM SMARTFIELDS heading and select Add smartfields from.

When these dots aren't visible, it indicates that you have already imported smartfields from another template.

Adding signatories to a PDF upload ✍️

Signatories can be added to PDF uploads in the same way as they can be on a contract created in Juro. You can learn more about this here.

Like smartfields, signature blocks on a PDF document must be dragged and dropped onto the document. With PDFs, however, they must also be aligned manually by the user.

'Disabled text search' message πŸ’¬

When you upload a PDF file to Juro, you may see the following notification:

This error confirms that your browser isn't loading the PDF text quickly enough for us to guarantee a complete search of the file when Ctrl + F or Cmd + F are used.

To give our users greater certainty as to whether or not a document has been fully searched, we disable search on any documents where only a partial search is possible.

There are three possible solutions to this issue:

  • Use a different browser

  • Close other apps so that your browser has access to a greater share of your RAM/CPU

  • Upgrade your hardware.

You can still search for your document and smartfields using the Juro search bar.

πŸ’β€β™€οΈ 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 πŸš€

Did this answer your question?