Assigning signature links 🔂
If your template has placeholder signature links, you can:
Copy and paste the link as is, and send it to a party outside of Juro (in an email thread, for example), or,
Assign the link to a specific person.
To assign a signature link:
1. Click Assign to next to the relevant signature link. |
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2. For internal signatories, select them from the dropdown list. |
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Use the Change member function to update the details on a signature link after it has been initially assigned.
Adding additional signatories ➕
To add additional signatories:
1. In the SIGNATORIES tab, click + Add new signatory |
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For internal signatories: Select the internal signatory from the drop-down menu: this person must be a Juro user who has been added to a group with access to the document and the workspace it's in. You can also add a signature link, but this can only be used by an existing Juro user.
For external signatories: click + Add new signatory for the other side, enter the full email address for the counterparty and select + Add as email or press Enter to save it.
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You can repeat these steps as many times as needed for either signing side.
Using the Can sign + menu 🧰
The Can Sign + dropdown has several functions that may be useful during the contract process. By clicking Can sign + next to the SIGNATORIES heading, you can also:
1. Edit commenting and suggesting permissions for external signatories and switch on the Negotiation flow for the contract (Create new versions). |
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2. Set up a signing order. |
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Once a signing order has been activated, you can rearrange the order by hovering over a signing side's name, clicking and holding the 6 dots that appear, and dragging the side either up or down in order. |
3. Add more signing sides. |
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If a signature block doesn't automatically populate on your document when you add a signing side and enter a party's email, simply click on the 6 dots that appear when you hover over a party's name and drag and drop it wherever you'd like it to be on the document. |
Preparing a signing request ✉️
Once all of your signatories have been added (including any additional ones, as outlined above):
1. Click Prepare signing request. |
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2. If needed, add a customised message for either party. When you're ready to send the contract, click Send. |
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This will send the contracts to all counterparties with email addresses assigned.
Bulk sending contracts for signing 🥞
In the event you need to send multiple contracts at once, you can do this by collating the relevant documents in a View using filters, and following the steps below:
1. Open the View, check the master checkbox to select all documents and click Send for signing. You can also select documents individually. |
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2. In the pop-up that appears, click Yes, send. |
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All contracts in the View that have signing blocks assigned will be sent for signing. |
Setting up signing reminders ⏰
Once a counterparty has been added as a signatory, you can activate signing reminders, which can be scheduled to be sent periodically until the contract is signed. To do this:
1. Click Prepare signing request. |
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2. At the bottom of the next page, select Set up signing reminder. |
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3. Toggle on the signing reminder. |
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4. Follow the steps below to set the reminder parameters. |
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Each time you add a signatory to your signing reminder, repeat the Prepare signing request flow: this will not resend the email to the signatories that have already received the initial request.
After an initial signing request has been sent, you can turn on and manage signing reminders in your document by clicking the clock icon next to the contract status at the top of your document.
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You can deactivate a signing request for an individual signatory by clicking the X that appears next to their name when you hover over it.
Setting up renewal/expiry date reminders 📆
You can also keep track of key dates, such as renewals or terminations, by setting up a reminder on the relevant smartfield in your template. To do this:
1. Create a Calendar smartfield, name it, and populate it with the relevant date.
Click on the downward-facing arrow on the smartfield and activate the reminder. |
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2. Set the date you'd like the reminder to trigger and the emails of the internal Juro users who should receive the notification. |
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💡 NOTE: For a user to receive a reminder notification, the recipient must have a Juro profile and be a member of the team where the reminder is being set up. |
Adding reviewers 🔬
To add a reviewer and send the link to them:
1. In the REVIEWERS section, click + Add reviewer. |
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2. For internal reviewers, select the user from the dropdown menu. For external reviewers, type their full email and press Enter. |
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3. Set the relevant permissions for the recipient of the link, including:
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💡NOTE: Disabling the Comment and suggest option generates a read-only link where access validation is not required.
As users will not be prompted to enter their details when accessing the contract, this information will not be available in your document's timeline.  |
4. Click Prepare for review. |
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On the next page, you can add a personalised message and click Send to complete this flow. |
Adding recipients 🎟️
You can also add additional recipients at the contract level. All recipients will receive an email notification when a contract is:
sent for signing
signed by anyone
fully signed: at this stage, recipients will also receive a PDF file of the document.
Recipient notifications aren't sent retroactively: if a recipient is added after the contract is sent for signing, then they won't receive this notification.
To add a recipient:
At the bottom of the Document members tab, open the RECIPIENTS section (this may initially be greyed out - don't worry, it's still selectable) and click + Add recipient. |
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Internal users can be selected from a dropdown list; to add external recipients, type their full email address and press Enter. |
The Audit Trail Page (For PDF exports) 📄
The audit trail page is included with PDF exports of any contract signed in Juro. It will include the following details:
The name of the contract
The contract's unique ID
The filename of the contract
Signatory information, including signature, name, email and timestamp.
A log of the following activities:
Signing
Signing requests
Viewed by
Created by
For each activity, you’ll have a record of the user name, email, date and time, IP address, browser and operating system.
This audit trail plays an important role in ensuring that Juro’s electronic signature complies with Advanced Electronic Signature requirements, allowing you to sign with confidence.
💁♀️ 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 🚀