Creating & building templates

Use templates as a springboard to easier, faster contract creation in Juro.

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

Contents πŸš€

Introduction πŸ‘‹

Templates are the first step toward easier, faster contract creation in Juro πŸš€

πŸ’‘ NOTE: Only Admin users can add and view/edit templates. Users of any level can then create contracts from a template once they have been added to the team where the template is.

When you activate your account, we'll prompt you to create your first template, which you can also do later from your Contracts homepage:

1. In your sidebar, click Templates (visible to Team Admins only) and then + Add template

2. Name your template, and select Create template.

You'll now be redirected to a blank template where you can start your template from scratch or upload an existing Word document. To import a template from Word:

3. Click the Upload icon at the top of the template.

4. Select the file you'd like to import.

Now, it's time to start building out your template! πŸ—οΈ

Adding smartfields πŸ”˜

Smartfields are the main data entry point for information on your contract.

Setting these up on your template will reduce time spent structuring contracts on a case-by-case basis.

Using the Signing Side #2 field πŸ‘οΈβ€πŸ—¨οΈ

Each template has a pre-assigned smartfield named SIGNING SIDE # 2. By default, this is automatically populated as Counterparty.

Upon contract creation, the information added to this field:

  • names a document

  • names the counterparty's signing side in the SIGNATORIES section and on any signature block assigned to that party

Creating new smartfields πŸ¦‹

To create a new smartfield and add it to your template:

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

2. Under CUSTOM SMARTFIELDS, click + Add Smartfield.

3. Click the smartfield heading, type to rename your smartfield and press Enter to save the changes.

When you add a smartfield on a template, this will appear in a list of suggested naming options when you create smartfields on other templates.

4. If you need to change the smartfield type, you can do this by clicking the icon to

the right of the field and selecting the relevant option.

Read more about the different smartfield types and their best uses here.

To place a smartfield onto the document:

1. Hover your pointer over the smartfield and click and hold the 6 dots that appear to the left.

2. Drag and drop the smartfield to where you'd like it on the document.

Adding Forms (formerly, The Q&A Flow)

Using Juro's Forms flow, you can assign questions to your own or the counterparty's signatories and use the answers to populate key data points on your document.

Sometimes you won't have access to all of the information needed from your counterparty, and sending emails back and forth to try and retrieve it is time-consuming, confusing and not the most visible pathway for all those involved in the contract process.Β 

Because you can set up separate flows for internal and external signatories, Juro Forms make it so much easier to gather information from the relevant stakeholders.Β 
You can read more about creating an internal form for your templateΒ here, and an external form here.

Adding signatories, approvers and recipients to your template 🏎️

For contracts whose signatories or approvers will always be the same, you can add their information to your template. Even if you don't know the signatory's details, you can add placeholder links.

These will then be included in any contract generated from that template, saving you from having to manage this process each time.

Adding signatories ✍️

There are a few ways to add signatories to your template. You can:

  • add the email of a user within your Juro workspace, or,

  • set up simple links that act as placeholder links (these can be populated with signatory information at the contract stage).

To add a signatory:

1. In your template, click on the Document members icon.

2. In the SIGNATORIES tab that opens, click + Add signatory under the name of each party and select Simple link for each one.

At this point, you can also set a specific internal signatory (this can be changed after contract creation if needed). A list of internal signatories will appear in a dropdown list when you click + Add signatory.

πŸ’‘ NOTE: For your internal signatories, the email address will have to be a user on Juro that has been added to the team that the template is in.

Formatting your signature blocks 🎨

A signature block will generate automatically at the end of your document text when an email or simple link is added.

However, you can also add signature blocks in between text on your document. To do this:

1. Click on the place in the document where you'd like to add a signature block and click the Add signature block icon.

2. Click the sidebar link in the placeholder bar that appears to open the Document members tab.

3. Add your signatory information as outlined above by clicking + Add signatory for the relevant side.

Signature blocks will generate in the order that the signatory information is added in the SIGNATORIES tab.

Setting up a signing order πŸ₯‡ πŸ₯ˆ πŸ₯‰

A signing order allows you to set a sequential order for the different signing sides. In effect you can decide when each signatory can sign and at what point in the process. To turn on a signing order in your template:

1. Click on the Document members icon.

2. In the SIGNATORIES tab that opens, click Can Sign + and select Turn on order from the dropdown menu.

3. Click and hold the 6 dots to the right of the signatory's name or email to move it in the order

Disabling comments for external parties 🚫

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:

1. In your template or individual contract, open the Document Members tab.

2. Click Can Sign + next to the SIGNATORIES heading and uncheck the Comment & Suggest box.

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 Step 2 above under the REVIEWERS heading.

What if my organisation needs to change the entity name above our signing block? πŸ§™

The entity, or signing side name, for each team, is linked to the information in the Company Name field of a Team's Settings.

This information appears, by default, above any signature block generated for your signing side on a template. Updates to this information are team-wide and will appear across all templates and contracts within that team.

However, if your team is creating contracts across several entities, there are a few options to update this information on your template to reflect a different entity name from the one in the Company Name field.

Option 1️⃣ : Manually at the contract level

After contract creation, simply delete the smartfield above the signing block, and add the updated information. These changes will only apply in the contract where this is actioned.

Option 2️⃣ : Manually at the template level

On your template, manually delete the smartfield that generates with the signing block, and manually type in the new entity name. All future contracts made using this template will then have the updated entity information

Option 3️⃣ : Using a choice smartfield at the template or contract level

You can replace the default smartfield above your signature block with a custom-built choice smartfield containing all of your different entity names.

If this change is made at the template level, it will be applied to all future contracts created from that template. If you choose to do this on an individual contract, then no other contracts in your workspace will reflect the change.

To set up Option 3:

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

2. Under CUSTOM SMARTFIELDS, click + Add Smartfield.

3. Name your field. Then, click on the icon to the right of the smartfield -this appears when you hover your pointer of the field- and select Choice.

4. Click the downward arrow on the field and select + Add a new item. Type the name of your new entity and press Enter.

Repeat this step for as many entities as you want to select from.

5. Above your signature block, delete the smartfield containing your Company Name (click next to it and press backspace).

Then, hover over the smartfield you've just created and click and hold the 6 dots that appear. Then, drag and drag the field to the place where the original smartfield was.

Adding approvers and recipients 🀝

Approvers πŸ”¬

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. To set up an approver on your template:

1. In your template, click on the Document members icon.

2. Click on the Approvers heading (this will initially be greyed out - don't worry, it's still selectable).

3. Click + Add approver: a list of internal approvers will appear in a dropdown list. You can type their name to search for the relevant person, and add them as an approver by clicking on their name.

You can also add an external approver at this stage by typing their full email address and pressing Enter.

If you click Can Approve + next to the APPROVERS heading, you can:

  • Turn on/off commenting and suggestion permissions for approvers (applies to all)

  • Turn on an approval order (where more than one approver has been added): approvals will be sent in sequence so that each approver will receive their notification after the approver before them has completed their review

  • Delete all approvers: this deletes every approver in the flow; to remove individual approvers, hover over the approver's name and click the X that appears.

You can repeat these steps to add as many approvers as you'd like.

πŸ’‘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 βœ‰οΈ

You can also add Recipients to your template. Any emails added to this category will receive an email notification when a contract created from the template is sent for signing, signed by anyone, and fully signed. This email includes a PDF attachment of the completed document.

To add a recipient:

1. In your template, click on the Document members icon.

2. Click on the RECIPIENTS heading (this will initially be greyed out - don't worry, it's still selectable).

3. Click + Add recipient

Internal users can be selected from a dropdown list; to add external recipients, type their full email address and press Enter.

Some recipients may not need to receive all of the notifications listed above: if that's the case, please do reach out the Juro Support Team and we can customise the notifications that a user receives. Alternatively, they can unsubscribe from individual notification types from within the email itself.

Adding rules to your template πŸ“

With Juro's Rules feature, you can add conditional logic to your template that shows or hides portions of text depending on need.

Not every contract will have the same parameters, so this allows you to easily automate interchangeable data without having to manually comb through the text each time.

You can read more about adding Rules to your template in our dedicated article.


Publishing your template 🚒

Now that your template is ready for use, it's time to make it available to the wider team. To do this, click Publish at the top of the document.

If you want to make further edits at any stage, you can click Unpublish and make any changes. You will need to re-publish the template again to make the updated version accessible to other users.

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€

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