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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Updating and reassigning signing links ⛹
You can use the Change member function to update the details on a signature link after it has been initially assigned.
You can also reset the signing link to its original unassigned state. For internal signatories, click the Change member icon and select Signing link.
For external signatories, you'll need to delete the full email address and press Enter to reset the link (see below).
For cases where the email for a signatory is already assigned, you can click the signing link to copy it to your clipboard.
To do this:
Open the relevant contract in Juro.
Go to the SIGNATORIES section.
Click on the relevant signatory’s signing link: this will automatically copy the link to your clipboard.
Paste the copied link into your preferred channel, such as email or direct message, to share it with the recipient for signing.
Adding additional signatories ➕
To add additional signatories to a contract:
In the SIGNATORIES tab, click + Add new signatory.
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, suggesting and export permissions for external signatories and switch on the Asynchronous negotiation flow for the contract. |
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2. Set up and amend 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 additional 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 and at least one signing link assigned:
1. Click Prepare signing request. |
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2. Add a customised message for either party (optional). 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:
Open the View, check the master checkbox to select all documents and click Send for signing. You can also select documents individually.
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. Follow the steps below to set the reminder parameters. |
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💡 NOTE: Signing reminders cannot be updated after the contract has been sent for signing. |
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. |
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. |
Setting up recurring reminders
You can also set up to 5 recurring reminders on each calendar smartfield on your document.
Sharing a document for review 🔬
Reviewers are no longer added in the Document members sidebar. Instead, sharing a document for review now happens through the Share for review button at the top of your document, giving you two routes: sharing internally with other Juro users, or externally with your counterparty.
Choosing how to share 🔀
To begin, click Share for review at the top of your document. A menu will appear with two options:
1. Share internally — share with internal stakeholders for comments and suggestions.
2. Share externally — share with the counterparty for comments and suggestions. |
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💡 NOTE: Signatories, approvers and recipients are still managed in the Document members sidebar. Only the reviewer flow has moved to the Share for review button.
Sharing internally 🏠
Select Share internally to open the sharing modal. From here:
Click Review link to copy a link that any Juro user can use to review the document, or click + Add someone to add a specific Juro user. |
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💡 NOTE: Internal sharing is for Juro users in a group with access to the document. To share with someone outside your organisation, use Share externally instead.
Sharing externally 🌐
Select Share externally to open the sharing modal. To share with your counterparty:
Click Review link to copy a link to share outside of Juro (in an email thread, for example), or click + Add an email to send the review link directly to a specific address.
You can add a message for the reviewer (optional) and set their permissions under the Settings heading. |
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The permissions available under the Settings heading are:
Setting | What it does |
Reviewers can comment | Lets the reviewer add comments to the document. |
Reviewers can suggest | Lets the reviewer make suggested edits (redlines). |
Asynchronous mode | Switches the document into the asynchronous negotiation flow, where new versions are shared only when ready. |
Reviewers can download PDF | Lets the reviewer export a PDF copy of the document. |
Reviewers can fill Counterparty smartfields | Lets the reviewer complete the counterparty's smartfields (e.g. via a form). |
Expire review link | Sets an expiry date for the link, after which access to the document through this link is revoked. |
💡 NOTE: Comment and suggest permissions are switched on by default; the remaining settings are off by default.
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 🚀