Smartfields are custom data fields that house key information (like names, addresses and dates) in your contracts.
Smartfields are also the backbone of your contract repository, providing structured data you can recall and review whenever you need.
Creating a smartfield ✏️
To create a new smartfield and add it to your template:
1. Open the SMARTFIELDS tab and click + Add smartfield. |
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Type your smartfield's name and press Enter to save the changes.
If the name matches a smartfield on another template, it 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. |
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Smartfield types 🔘
Juro offers the following field types for you to use across your documents:
Type | Description |
| For shorter bits of text, e.g. a party’s name.
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| For longer bits of text, e.g. a full address.
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| For entering numerical values (e.g. fees, pricing, term length).
You can set decimal placement by clicking the 3 dots next to any number field.
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| For active email addresses.
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| For selecting from a list of options, which you can create and customise (e.g. London, New York, Madrid, etc.)
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 | For dates. You can also set reminders for contractual dates using this function.
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| To automatically populate information for a business based on information held by Companies House.
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| To automatically populate information for an employee based on information held in Workday.
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To update a smartfield type:
Click the smartfield icon next to the relevant field and select the new type. |
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Changing the smartfield type will remove all rules linked to the original field type. |
Placing a smartfield on a document 🛬
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. |
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2. 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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The smartfield on the document will also show in green to internal users only; external parties will see this input as plain text. |
Managing smartfield name visibility for counterparties 🪄
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 is hidden from counterparties - they 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.
Additional flows 🌊
You can also add/unlink rules and delete smartfields from the kebab menu (3 vertical dots):
For more information about building rules, click here.
💁♀️ 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 🚀