💡 NOTE: Only Admin users can add and edit templates. The information below is relevant to Workspace Admins
Creating a template 🏗️
To create a template from the homepage:
1. Open the Templates section (visible to Workspace Admins only) and click All. |
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2. On the right-hand side of the interface, 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 document 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 select to start with a blank template, you can upload a .docx file later to replace it. This new version will overwrite the original document. To learning more about this flow, click here.
Now, it's time to start building out your template! 🏗️
Smartfields 🔘
Smartfields are the main data entry point for information on your contract.
Setting these up on your template will reduce the time you spend structuring contracts on a case-by-case basis.
The Signing Side #2 field 👁️🗨️
The SIGNING SIDE #2 field is pre-assigned. Data inputted into this field:
names the contract created from a template
names the first counterparty's signing side in the SIGNATORIES section, and on any signature block assigned to that party
By default, this field is automatically populated as Counterparty. It cannot be deleted or renamed.
Creating and adding smartfields ➕
To create a new smartfield and add it to 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, the smartfield will show a green highlight in the SMARTFIELDS tab, and can be found in the document using the locator tool. |
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Adding Forms
Using Juro's Forms flow, you can assign questions to your contract creators or the counterparty's signatories/reviewers, with their answers populating key data points on your document.
Managing stakeholders 🏎️
For contracts where internal signatories or approvers will always be the same, you can add their information to your template. When you don't know the signatory's details, you can 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.
Signatories ✍️
To add signatories to your template, you can either:
add a specific user from within your Juro workspace, or,
add placeholder signing links to be populated with signatory information after contract creation.
💡 NOTE: Internal signatories must be a user 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.
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To add a signatory to your template:
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. |
Once you add a signing link, this will automatically generate a linked signing block on your template (not for PDFs). To update the signatory later, use the Change member option, which you can access by clicking on the signature link. In these instances, you shouldn't delete the block, as this must be re-added.
You can also add signature blocks between text in your document. To do this:
1. Click where you'd like to add a signature block 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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Signing orders 🥇 🥈 🥉
To set a sequential signing order for the signatories on your templates:
1. Open the Document members tab, click Can sign + and select Turn on order. |
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2. Click and hold the 6 dots to the right of the signatory's name or email to move it in the order. |
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Managing external comments 🚫
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:
Open the Document members tab, click Can sign, and uncheck the Comment and suggest option. |
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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.
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.
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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 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.
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 re-publish 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 your query to support@juro.com 🚀