Adding and using smartfields | Juro Help Center

Contents 🚀

Introduction
Creating a smartfield
Managing smartfield types
Adding a smartfield to your document body
Additional flows

Introduction 👋

Smartfields are custom-built data fields that you can use to populate key information points -like names, addresses and dates- on your contract. Using drag-and-drop functionality, you can pre-assign smartfields to your templates to streamline the population of key data points on your contracts.

Smartfields also serve as the framework of the contract repository, providing structured data that you can review and filter.

Creating a smartfield ✏️

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

1. Open, the SMARTFIELDS tab and click + Add smartfield

Type your smartfield's name and press Enter to save the changes.

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.

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.
	For longer bits of text, e.g. a full address.
	For entering small amounts (e.g. 500) or a longer sequence of numbers (e.g. 12345678). 💡 NOTE: Number strings cannot begin with a 0, so the Text field is more appropriate for things like phone or bank account numbers.
	For active email addresses.
	For selecting from a list of options, which you can create and customise (e.g. London, New York, Madrid, etc.)
	For dates. You can also set reminders for contractual dates using this function.
	To populate information for a business based on information held by Companies House.
	To populate information for an employee based on information held in Workday.

To update a smartfield type:

Click the smartfield icon next to the relevant field and select the new type.

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.

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.

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 your query to support@juro.com 🚀