💡 NOTE: This article makes several references to external approvers. For clarity, an external approver in Juro is defined as:
The process outlined below is the same for both instances.
|
Adding approvers 👁️
In most cases, it's most beneficial to add Approvers to your template so that these carry over into your contracts. For 'as-and-when' approvals, conditional logic can be applied to add the relevant approver(s) when certain criteria are met.
To add an approver to your template:
1. Open the APPROVERS section (this will initially be greyed out - don't worry, it's still selectable) and click + Add approver. |
|
2. A list of internal approvers will appear in a dropdown list. You can type their name to search for the relevant person, and add them as an approver by clicking on their name. |
|
You can also add an external approver at this stage by typing their full email address and pressing Enter. |
3. If you click Can Approve + next to the APPROVERS heading, you can:
|
|
You can repeat these steps to add as many approvers as you need.
💡NOTE: Approvals precede the signing stage and must be completed before the document can be sent for signing.
Internal changes made after the document has been approved will retrigger the approval process.
Sending a document for approval 🚋
To send a document for approval:
1. Click Prepare approval request (this shows where Prepare signing request would normally show). |
|
You'll be directed to the sending page, where you can add a custom message for the approver. Press Send and you're all done! The contract has now been sent to your approver for their review. |
Approving documents 👍
Internal approvers 📨
As soon as a contract is generated from a template with pre-assigned approvers, the document will display in an Approver's To Do tab with the status TO APPROVE.
This status doesn't necessarily mean the document is ready for review, so we recommend that approvers wait until they receive the approval email notification or are notified by the contract creator that the contract is good to go.
To approve or reject a contract as an internal approver:
In your contract, select either the Approve or Reject button. |
|
Approving the document completes the approval process: the document is now ready to be sent for signing. Rejecting the document sends it back to the contract creator to make the necessary changes before resubmitting it for approval. |
External approvers 📤
You can add an external approver by going to the APPROVERS section, clicking + Add approver, typing their email address and clicking + Add as email.
An external approver can approve or reject a document as an internal approver can. They can access the document by clicking on the link in the approval notification email and then clicking the Approve or Reject icon when they've reviewed the document.
Setting up an approval order 🪜
To set up an order of sequence for your approvers:
1. Click Can approve + and select Turn on order. |
|
2. Numbers will show next to your approvers' names, denoting their place in the order. To change the order, hover over the relevant approver, click and hold the 6 dots that appear next to their name and drag them to where you would like them in the order. |
|
To learn how to add Juro conditional logic to your approvers, take a look at our dedicated conditional approvers article.
💁♀️ 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 🚀