💡 NOTE: Only Workspace Admins can create, upload and edit templates.
You can read more about how to give your users access to relevant published templates here.
Creating templates 🏗️
To create a template, from Workflows:
1. Open the Templates section (visible to Workspace Admins only) and click All. |
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2. On the right-hand side next to your profile picture, click + Add template. |
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3. Name your template and select Next. |
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4. Drag and drop a file from your desktop into the upload portal, or click Select it from your computer to see a list of the documents on your device. |
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If you decide to start with a blank template, you can upload a .docx file later as a new version.
Now it's time to start building out your template 🏗️
Managing Juro smartfields 🔘
Smartfields are the main data entry points for your template and the contracts you generate from them.
Defining smartfields on your template gives you back the time spent structuring them on a contract-by-contract basis.
The Signing Side #2 field 👁️🗨️
The SIGNING SIDE #2 field (SS#2) is a pre-assigned system field. The data input into this during the contract creation stage:
names contracts created from a template
names the first counterparty's signing side n the SIGNATORIES section, as well as that signing side's signature blocks.
By default, the SS#2 field is automatically populated as 'Counterparty'.
💡 NOTE: The SS#2 field is a core component in the contract creation flow, and so it can't be deleted or renamed
Creating smartfields: your contracts' data entry points ➕
To create a new smartfield and add it to the body of your template:
1. Open the SMARTFIELDS tab, click + Add smartfield, type your smartfield's name, and press Enter to save the changes. |
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Where the name matches a smartfield on another template, this will appear in a list of suggested naming options when you create smartfields on other templates. |
2. You can rename and change the smartfield using the icons outlined below for the relevant smartfield. |
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3. Hover your pointer over the smartfield and click and hold the 6 dots that appear to the left. |
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4. Once placed onto the document body, a smartfield's name will show a green highlight in the SMARTFIELDS tab. This can be found in the document by using the locator tool. |
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There are several categories of smartfields, each one suited to specific use cases:
Until you fill a smartfield, its name shows as a placeholder (e.g. [Effective Date]) anywhere that you've placed that smartfield on your document.
By default, this information isn't visible to counterparties, who will see a blank space on their side until data is added to the smartfield.
If you'd prefer, you can enable smartfield name visibility for external parties from the Settings menu of a contract's CUSTOM SMARTFIELDS sidebar.
Building Forms: questionnaires for your stakeholders
Using Juro's Forms flow, you can create questionnaires for your contract creators, counterparty signatories/reviewers; their answers then populate the assigned smartfields.
Each party's form is completely separate from any others. Internal Forms are for your contract creators, and External Forms can be built for each external side.
Managing contract stakeholders: standardise your regular signatories, approvers and reviewers 🏎️
Where internal signatories, approvers or reviewers will always be the same, you add them to your template so that they show on generated contracts. You can also add placeholder links to be assigned post-contract creation.
These links (and their signing blocks) will be included in any contract generated from that template, saving you from having to manually add them each time.
Setting default signatories ✍️
To add signatories to your template, you can:
Add a specific user from within your Juro workspace
Add placeholder signing links to be populated with signatory information after contract creation.
Add conditional signatories, which are triggered when the relevant criteria are present on a contract (e.g. Fee > $100,000)
💡 NOTE: Internal signatories must be users on Juro within a group that has been added to the workspace the template is in. This group must also have access to the template. You can read more about this here.
1. Open the Document members tab and click + Add new signatory under the relevant signing side. |
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For placeholder links and external signatories, select Signature link.
For internal signatories: type the name of the user and select them from the dropdown menu. |
When you add a signing link, a linked signing block will generate at the bottom of your template for Juro-created documents (not PDFs).
To update a signatory later, use the Change member option. In these instances, you shouldn't delete the signing link, as this will need to be re-added.
If preferred, you can add signature blocks between text higher up in your document. To do this:
1. Click the place in the template where you'd like a signature block to show and click the Add signature block icon. |
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2. You can add your signatories later by clicking the sidebar link in the placeholder bar that appears to open the Document members tab. |
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Setting conditional signatories: specific signatories for specific conditions 📏
You may prefer flexibility on which signatory is assigned and when, and to automate this process. Juro's conditional signatory flow provides this flexibility. To add a conditional signatory:
1. Add a signature block placeholder where you'd like the associated block to show further up in the contract (see above: you can skip this step for blocks you want to appear at the bottom of the document). |
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A signing block for the link will automatically generate in your template body for Juro-created documents (not PDFs). |
3. Configure your rule to add the relevant signatory when needed. |
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You can add multiple smartfield conditions per rule. To do this, choose whether they combine with AND logic (all must match) or OR logic (any one must match). |
This signatory will then activate on any contracts as soon as their linked criteria are matched. Until then, you can leave their signing link as it is in the SIGNATORIES section.
💡 NOTE: When a signing link is deleted from the SIGNATORIES section, all rules connected to it will also be removed.
Formatting changes made to the signing block (e.g. adding a Title denomination and field) will hold across conditional signatories. If the link is deleted, however, these will need to be set up from scratch on a new link.
To customise the signing block for any conditional signatories, all of these must be activated on the template first. You can do this by amending the linked smartfields to trigger the relevant rule where needed.
Enabling Signing orders: send contracts in a preferred sequence 🥇 🥈 🥉
To set a sequential signing order for the signatories on your templates:
Open the Document members tab, click Can sign + and select Turn on order. |
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Click and hold the 6 dots to the right of the signatory's name or email to change their position in the order. |
Setting default messages for your signatories 📝
Default signing messages set up on a template will show in each contract created from it, saving you from having to do this every time.
These messages show on the Send for signing page. It can be amended on individual contracts as needed. To standardise this message for your contracts:
In your template, open the Document members sidebar.
Then, click the signing message icon for the relevant signing side, add your default text and click Save message. |
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💡NOTE: Default messages show on contracts created after the message was added. Adding a message to your template will not update existing contracts. |
Setting default approvers 🔬
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.
💡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.
Setting default reviewers 🔬
The Set reviewers button next to the Publish button allows you to define internal or external reviewers that automatically apply to every contract created from that template.
Setting default recipients ✉️
You can also add Recipients to your template who will receive email notifications when a contract created from the template is sent for signing, signed by anyone, and fully signed.
The fully signed email notification includes a PDF attachment of the completed document.
Adding rules to your template 📏
With Juro's Rules feature, you can add conditional logic to your template that shows or hides portions of text, or adds signatories and approvers depending on need.
Not every contract will have the same parameters: this enables you to automate interchangeable data and say goodbye to manually combining through the text on each one.
Managing contract reminders ⏰
Setting up signing reminders ⏰
Once an external signing link has been added to your template, you can activate signing reminders, which can be scheduled to be sent periodically until the contract is signed. To do this:
1. Click the signing reminder icon. |
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2. In the menu that appears, follow the steps below to set the reminder parameters. |
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💡 NOTE: Signing reminders cannot be updated after the contract has been sent for signing. |
Each time you add a signatory to your signing reminder, you will need to repeat the Prepare signing request flow: this will not resend the email to the signatories that have already received the initial request.
After an initial signing request has been sent, you can turn on and manage signing reminders in your document by clicking the clock icon next to the contract status at the top of your document.
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You can deactivate a signing request for an individual signatory by clicking the X that appears next to their name when you hover over it.
Setting up renewal/expiry date reminders 📆
You can also keep track of key dates, such as renewals or terminations, by setting up a reminder on the relevant smartfield in your template. To do this:
1. Create a Calendar smartfield, name it, and populate it with the relevant date.
Click on the downward-facing arrow on the smartfield and activate the reminder. |
2. Set the date you'd like the reminder to trigger and the emails of the internal Juro users who should receive the notification. |
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💡 NOTE: For a user to receive a reminder notification, the recipient must have a Juro profile and be a member of the team where the reminder is being set up. |
Setting up recurring reminders 🔂
You can also set up to 5 recurring reminders on each calendar smartfield on your document.
Managing external permissions: commenting/suggesting on and downloading documents 🚫
If you'd prefer to remove commenting permissions and PDF download capabilities for signatories, this can be done at the template or contract level:
Open the Document members tab, click Can sign, and
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💡 NOTE: If you would like to disable commenting for those accessing using the reviewers link, you can repeat this step from the Share externally tab of your Share for review section.
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Publishing your template 🚢
Now that your template is ready, it's time to make it available to the wider workspace. To do this, click Publish at the top of the document.
To make further edits at any stage, click Unpublish. You will need to republish the template to make the updated version accessible to other users.
💁♀️ 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 🚀