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Adding & managing Rules
Adding & managing Rules

Assign conditional logic to text to make the customisation of your contract structure seamless

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over a week ago

Contents 🚀

  1. Introduction

  2. What is a rule?

  3. Creating a rule

  4. Adding a rule to your contract

Introduction 👋

You may have contract templates that you use frequently, where key portions of text vary on a case-by-case basis. Done manually, such edits can be time-consuming and hard to keep track of.

Using Juro's Rules feature, you can assign conditional logic to these parts of your document to show or hide text depending on need.

What is a rule? ℹ️

A rule is essentially a command that you're giving to Juro; to be carried out if the parameters set out in the rule are satisfied. Each rule is linked to a smartfield, and the information within that smartfield will determine whether or not the rule is applied.

A rule can be configured for when a smartfield:

  1. Is empty/is not empty: this applies to all field types

  2. Contains/does not contain: this applies to text & text area smartfields

  3. Equals/does not equal: this applies to choice smartfields

  4. Is more than/less than/greater than/less than, etc: this applies to number smartfields

Creating a rule and adding it to your contract 📏

To add a rule to your contract:

1. Create a smartfield, ensuring it's the correct type that you'll need.
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In the below example, we'll use a Choice smartfield that contains options for different jurisdictions.

2. Click the Rules icon to open the RULES tab and select + Add rule.

3. Follow the below steps to configure the parameters of your rule.

A combined rule will activate when the conditions of both smartfields in the rule are met at the same time.

Adding a rule to your contract ®️

Once the rule is set up, you can add it to the document by either:

1. Dragging and dropping the rule onto a block of text, or;

2. Highlighting the text and clicking the Add rules icon in the formatting bar.

3. To remove a rule from text, highlight the relevant text, click the Add rules icon and click the X next to the rule to be removed.

To delete a rule entirely, hover over the command field in the rule itself and click the X that appears to the right of the field.

Each portion of text can have a maximum of one rule/combined applied to it. If you want to have more than one rule, we recommend duplicating the portion of text and applying a separate rule to it.

With Juro's Rules functionality, there'll no more going through each contract and manually adding and removing individual clauses!The more you use them, the easier (and quicker) it becomes to tailor your templates and contracts on a case-by-case basis.

💁‍♀️ 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 🚀

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