Sending a contract for signing

Complete the last steps to get your document ready to be sent out for signature

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

Contents πŸš€

Introduction πŸ‘‹

Once your contract is ready, it's time to send it out for signing!

We recommend adding signatories, approvers and recipients to your template wherever possible, as this saves you from having to do so on a contract-by-contract basis. You can read more about creating and building templates in our dedicated article.

We've included some guidance below on the different ways you update signatory information for your contract once it's been created.

Using the Change member function to update signatory info πŸ”

If your template has simple links as placeholders for signatories, these can be left in place once you create a contract from that template. From here, you can:

  • copy and paste the link and send it to a party outside of Juro (in an email thread, for example)

  • use the Change member function to update a simple link to an email address (for both internal and external signatories)

To use the Change member function:

1. Hover your mouse pointer over the relevant simple link in the SIGNATORIES tab and click the downward facing arrow.

2. Hover your mouse pointer over the relevant simple link in the SIGNATORIES tab, click the downward facing arrow and select Change member.

3. Select the user from the dropdown list (if internal), or enter the email address of the counterparty signatory and press Enter.

Adding additional signatories to a contract βž•

If you need to add more signatories to an individual contract, this is very quick and easy to do. In the contract:

1. Click the Document Members icon to open the SIGNATORIES tab.

2 a. For internal signatories: click + Add signatory for your side.

Select the internal signatory from the drop-down menu: this person must be a Juro user that has been to the team the document is in. You can also add a simple link, but this can only be accessed by an existing Juro user.

2 b. For external signatories: click + Add signatory for the other side, enter the full email address for the counterparty and select Enter to save it.

Email addresses for external sides will not appear in a dropdown list as they do when adding internal signatories.

You can repeat these steps as many times as needed for either side.

Using the Can Sign + menu 🧰

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).

2. Set up a signing order.

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.

If a signature block doesn't automatically populate on your document when you add a signing side 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 βœ‰οΈ

Through the Prepare signing request flow, you can send the contract directly to all signatories that have been added using their email addresses.
For counterparties with a simple link assigned to them, this will need to be sent to them outside of Juro for them to access the contract.

Once all of your signatories have been added (including any additional ones, as outlined above):

1. Click Prepare signing request.

2. If needed, add a customised message for either party. When you're ready to send the contract, click Send.

This will send the contracts to all counterparties with email addresses assigned.

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 in your contract:

1. Click Prepare signing request.

2. At the bottom of the next page, select Set up signing reminder

3. Toggle on the signing reminder

4. Follow the below steps to set the parameter.

Each time you add an additional signatory that you'd like to include in 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.

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 πŸ“†

You can also keep track of key dates, such as renewals or terminations, by setting up a reminder on the relevant smartfield.
We recommend doing this in your templates so that it applies to all contracts generated from that template, but the process at the contract level is the same:

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

2. Set the date you'd like the reminder to trigger and the emails of the internal Juro users who should receive the notification.

πŸ’‘ 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 πŸ”¬

With the REVIEWERS function, you can share the contract for preview ahead of signing.

To add a reviewer and send the link to them:

1. In the REVIEWERS section, click + Add reviewer.

2. For internal reviewers, select the user from the dropdown menu. For external reviewers, type their full email and press Enter.

3. Set the relevant permissions for the recipient of the link, including:

  • Commenting and suggesting permissions

  • Access to create a new version of the document through redlining

  • Answer a form for the external party.

4. Click Prepare for review.

4. Add a personalised message for the recipient and click Send.

The reviewer link has now been sent and the recipient will receive an email notification to let them know.

5. You can also copy and paste the reviewer link to your clipboard, by clicking the copy icon next to the link.

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.

These notifications won't be sent retroactively: for example, if a recipient is added after the contract is sent for signing, then they won't receive this notification.

To add a recipient:

1. In your template, click on the Document members icon.

2. Click on the RECIPIENTS heading (this will initially be greyed out - don't worry, it's still selectable).

3. Click + Add recipient

Internal users can be selected from a dropdown list; to add external recipients, type their full email address and press Enter.

Some recipients may not need to receive all of the notifications listed above: if that's the case, please do reach out the Juro Support Team and we can customise the notifications that a user receives. Alternatively, they can unsubscribe from individual notification types from within the email itself.


The Audit Trail Page (For PDF exports) πŸ“„

The audit trail page is added to the PDF copy of any contract signed in Juro. It will include the following details:

  • Name of the contract

  • The contract's unique ID

  • The filename of the contract

  • Signatory information (Signature, Name, Email, Timestamp)

  • A log of the following activities:

    • Signing

    • Sent for Signing

    • Viewed by

    • Created by

For each of these activities, 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 is compliant with the Advanced Electronic Signature requirements, allowing you to sign with confidence.

You can see an example of the Audit Trail Page below:

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 πŸš€

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