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Creating your first contract

Start creating contracts using your templates, or by importing preexisting documents into Juro.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over 6 months ago

Contents πŸš€



Introduction πŸ‘‹


There are three ways to create contracts in Juro. You can:

  • 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

Below, we'll run through the different ways of creating a contract so you can decide the best path for your workflows.


Creating a contract from a template πŸ—οΈ


Using a template as your starting point is probably the quickest and easiest way to approach your contract creation processes.

To create a contract from a template:

1. On your Contracts homepage, click + Add document and then Create from template.

2. Select your template and click Continue.


Not seeing your template in the list? Ensure that the template is published.

If relevant, fill out any pre-assigned Q&A flow questions from the template to access the draft contract.

Once you're in the contract, you can edit the smartfields. These will serve as the data entry points that you can drag and drop directly onto your contract editor.


Uploading a third-party file against an existing template πŸ’½


To upload a contract that was created outside of Juro:

1. On your Contracts homepage, click + Add document and then Upload from your computer.

2. Drag and drop the document into the upload portal, or click select from your computer to select it from your desktop.

3. Select the template you'd like to upload the file against and Click Continue.


Not seeing your template in the list? Ensure that the template is published.

4. Add any relevant tags to your document and click Complete tagging. You can skip this step by selecting Skip tagging instead.

Alternatively, to upload a document without using the features of an existing template, at the Select Document type stage, select Skip.


Creating your contract from scratch πŸŒ…


To create a contract from scratch, on your Contracts homepage:

  1. Click Add document and then + Create from template

  2. At the Select template stage, select skip

  3. When prompted, enter the name of the other party. This will also name your document, but you can change this later on if needed

  4. Click Continue.

πŸ’β€β™€οΈ 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 πŸš€

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