Contents 🚀
Introduction 👋
You can bulk-upload PDFs and accompanying metadata into Juro. It takes three simple steps to bring these documents into your Juro repository.
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💡 NOTE: Password-protected documents cannot be uploaded into Juro using the Bulk upload feature.
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When to use this feature 🧐
Documents in your Juro repository have associated metadata. For Juro-created contracts, this includes information captured in smartfields and a document's timeline.
Most of our new customers have documents created and processed before they come to Juro that contain important data. Users can upload these legacy documents so that they're securely stored and accessible to the relevant teams
Individual PDF uploads with no existing metadata can be uploaded on the Contracts homepage. When you upload a document to Juro against a template, the body is replaced with the uploaded document while maintaining the template's data structure,
e.g. if you select a template with smartfields X, Y, and Z, your uploaded document will maintain these, making it easy to capture information from your uploaded contract.
With these individual uploads, users must populate the smartfields on a document-by-document basis; these don't populate automatically and it isn't possible to bulk update smartfields later on.
If you already have a spreadsheet containing important document metadata, the below steps outline how to upload your PDF files in bulk and auto-populate smartfields with your spreadsheet data.
Step 1️⃣ Create a template with the necessary smartfields 🏗️
To do this:
1. In Juro, add the relevant smartfields to your template and leave these empty.
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These fields should match the columns in your CSV file (no need to add these manually now). You should also select the relevant smartfield type for the data. For example, if you have an "Effective Date" field, this should be a calendar-type field.
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2. Republish your template.
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Step 2️⃣ Start the upload ⬆️
To do this:
1. In your Juro Settings, go to Bulk Actions and click + Create new.
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2. On the New bulk actions page, click Browse to add files under Bulk upload and select the files you want to upload from desktop.
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3. Select the template you created earlier.
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4. Click the sample link: this will export a CSV template containing all of your template's smartfields as columns.
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Now it's time to fill in the exported CSV with information you'd like reflected in your Juro smartfields.
Step 3️⃣ Fill in and upload your CSV 📄
In Juro’s sample CSV template:
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Additionally, the bulk upload CSV sample has the following mandatory columns. These must be populated correctly for the import to work:
File name | this must contain the full file name of the uploaded document, including the ‘.pdf’ extension. |
Document name
| this is the name you’d like the document to have in Juro. It can be a duplicate of the file name if needed. |
Status
| this is case-sensitive and must be either Fully signed or Uploaded. |
Document owner | this should be the email address of the person who will own this document in Juro. If left blank, you will be assigned the document owner. |
Signing side #2
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this names the first counterparty in Juro. |
Populate the relevant cells, leaving any ones you don't need empty. The signatory, approver and recipient email columns can be left blank as these are for documents we are still looking to execute.
Save your file and then:
1. Back in Juro, click Upload CSV and select the CSV template from your desktop.
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2. Review the import for any errors (some troubleshooting tips are outlined here).
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If something has gone wrong, you can amend the CSV and use the re-import CSV button to upload the corrected data.
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3. Complete the upload by clicking Upload X documents. You'll be directed back to the bulk actions page where you can view the upload. Clicking the Show documents link lets you see the list of all imported documents in a specially prepared dashboard.
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If something has gone wrong, you can amend the CSV and use the re-import CSV button to upload the corrected data.
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Fixing errors 🔨
If the bulk upload fails due to errors in the CSV file, Juro will display a list of the issues.
To see this list, hover your mouse cursor over the grey question mark icon on the right-hand side of Error with CSV file.
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If the issue originates from one or more cells in the file, you will see these highlighted by a question mark on the CSV import page:
CSV files are sensitive to the inputted data. Where these don't match the parameters of the Juro field it is connecting with, the platform will generate errors. Here are a few questions to ask if you see an error during the bulk upload process.
Q1: Are all of your cell inputs in the correct format?
A common error we see here is with Date and Number fields. If the input on your CSV doesn't match the format applied in the Date & Number Region field of your Workspace settings, this will trigger an error. Also, if you're inputting information into a column linked to a Choice smartfield, this must match exactly the options in the field in Juro.
Q2: Does the information in your File Name column match the file name itself exactly?
This includes capitalisation and the file extension. These must be exact matches for the upload to work. You should also check the cells for any additional spaces accidentally added at the beginning or end of the file name.
Q3: Do the relevant internal members have access to the workspace to which you're uploading your documents?
Internal signatories must be in a group that has access to the template you're using. Additionally, your preferred document owner must have access to your workspace. If they don't, ownership will be assigned to the user uploading the documents.
Juro will remove signatories specified on your template for documents uploaded with the FULLY SIGNED status (on the confirmation screen, such documents are marked with a yellow question mark icon and listed in a separate Notices tab).
Managing special characters 🔣
If your CSV upload contains special characters (e.g. !, @, #), you must save it as a UTF-8 file. To do this:
Click Save as.
From the file format dropdown, select CSV UTF-8 (Comma-delimited)(.csv).
Select Save.
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And that's everything! This process is the same across workspaces, so whenever you need to bulk-upload documents in Juro, repeat the above steps in the relevant workspaces.
You can learn more about troubleshooting your CSV import in our dedicated article
on that topic.
💁♀️ 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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