There are three ways to create contracts in Juro:
create them from a template you’ve created or uploaded to Juro;
upload a Word or PDF file into Juro; or
build them from scratch using Juro's browser-native contract editor
Creating contracts from a template 🏗️
Using a template as your starting point is the easiest way to create contracts in Juro
To create a contract from a template:
1. On your Documents page, click + Create new document. |
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2. Select your template and click Continue. |
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Not seeing your template in the list? Ensure that the template is published. |
If relevant, fill out any pre-assigned Form flow questions from the template to generate the draft contract.
Once you're in the contract, you can update smartfields further if needed. These are data entry points that you can drag and drop directly onto your contract editor.
Alternatively, to create a contract without using the features of an existing template, at the Select template stage, select Skip.
Following the step-by-step guide 🧗♂️
Template-generated contracts include a guide to help users through the contract's lifecycle. This appears at the top of the page, showing what stage the contract is at and what to do next:
The steps a user might see (depending on the template's configuration) are
Confirm Details, Request Approval*, Add Signatories*, and Send for Signature.
* These actions disable once they have been used, so you cannot send the same request twice by accident.
Uploading a third-party file against an existing template 💽
To upload a document as the starting point for your contract:
1. On your Documents page, click Upload. |
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2. Drag and drop the document into the upload portal, or click select from your computer to select it from your desktop. |
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3. Select the template you'd like to upload the file against and click Continue. |
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Not seeing your template in the list? Ensure that the template is published. |
The file you've selected will replace the document body from your template, and all smartfields, signatories, approvers, etc., will carry over into the generated contract.
Alternatively, to upload a document without using an existing template, at the Select document type stage, select Skip.
💁♀️ 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 🚀