Sending a contract for signing

Assigning signature links 🔂

If your template has placeholder signature links, you can:

Copy > paste the link, and send it outside of Juro (in an email thread, for example), or
Assign the link to a specific signatory and send the contract through Juro's native signing flow.

To assign a signature link:

1. Click Assign to next to the relevant signature link.

2. For internal signatories, select them from the dropdown list.

For external signatories, type the full email address of the signatory and click + Add as email (or Enter).

You can also set external signatories' names before sending the contract by clicking the three dots on the signatory's signing link and selecting Set signatory name.

If the external signatory name is set, it shows as pre-filled when the external signatory first enters the details to access the contract.

Updating and reassigning signature links ⛹

The Change member function updates signature link details after initial assignment. You can also reset the signing link to its original unassigned state.

1. For internal signatories, click the Change member icon and select Signature link.

For external signatories, you'll need to delete the full email address and press Enter to reset the link (see below).

2. You can also click the Signature link to copy it to your clipboard.

Adding additional signatories ➕

To add signatories to a contract:

Click + Add new signatory in the SIGNATORIES sidebar.

For internal signatories: Select from the drop-down menu; this person must be a Juro user with access to the document. You can add an unassigned signature link, but this can only be assigned to an existing Juro user.

For external signatories: Click + Add new signatory for the counterparty side, enter the full email address of the signatory and select + Add as email (or press Enter).

You can repeat the steps above as many times as needed for either signing side.

Using the contract Settings menu 🧰

A contract's Settings drop-down menu has several useful functions for the contract process. From here, you can:

1. Edit commenting, suggesting and export permissions for external signatories and enable the Asynchronous negotiation flow for the contract.

2. Set up and amend a signing order.

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 up or down in the order.

To turn off the order, click Settings again and select Turn off order.

3. Add additional signing sides.

If a signature block doesn't automatically populate on your document when you add a signing side and enter a party's email, click on the 6 dots that appear when you hover over a party's name. Then, drag and drop it to where you need it on the document.

Preparing a signing request ✉️

Once all of your signatories have been added and at least one signing link assigned:

1. Click Send to signatories.

2. Add a customised message for either party (optional). When you're ready to send the contract, click Send.

This sends the contract to all signatories whose email addresses you've added.

Juro pulls internal signatory names automatically. A signatory can adjust this information from the Profile page in their main Settings portal.

If you haven't already set the external signatory's name, they will be prompted to do this when they first access the contract using the signing link.

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: this selects all documents. Then, click Send for signing. You can also select documents individually.

From the pop-up, click Yes, send.

All contracts with signing blocks assigned will be sent for signing.

Setting up signing reminders ⏰

Once you add a counterparty signatory, you can activate and schedule signing reminders to be sent periodically until the contract is signed. To do this:

1. Click Send to signatories.

2. On the next page, select Set up signing reminder.

3. Follow the steps below to set the reminder parameters.

💡 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 Send to signatories flow: it will not resend the email to the signatories who received an earlier request.

After you send an initial signing request, you can turn on and manage signing reminders from 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 an expiry date for signature links 🔒

You can set an expiry date for the signing links you share with external signatories. To do this:

1. Click Send to signatories.

2. Then, toggle Expiry date on and choose your date.

If you need to give a signatory more time, turn off the expiry date or set a new one in the future, then resend. This applies only to external signatories: your own team can still sign internally even if the date you've set has passed.

Active signing reminders will automatically adjust to line up with the expiry date.

Contracts with an expiry date show a flag next to the counterparty's name so you can see this information at a glance.

A signing link with an expiry date expires at the end of the selected calendar day in UTC (23:59:59.999 UTC). After this date passes, external users can't access the contract using that link until the expiry date is removed or extended.

Setting up renewal/expiry date reminders 📆

You can also track key dates, like 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.

We have preset options to choose from, or you can click Custom to set your own reminder date.

💡 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 🔬

Juro's reviewer flow (Share for review) lets users share documents:

internally with other Juro users, or
externally with counterparties.

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.

💡 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:

You can click Review link to copy it to your clipboard for sharing in an external channel, or you can send it directly to an internal user with an optional message like in the video below.

💡 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.

1. As with the internal sharing link, you can copy an external Review link to your clipboard and share it outside of Juro.

2. The external direct message pathway offers the following options:

You can send the review link to your assigned recipient as normal, or
You can enable Juro's Version tracker to automatically capture new Word versions from an email thread you start with your counterparty

You can also adjust your counterparty's permissions from the Settings of the Share externally tab.

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 add suggestions (redlines)	Lets the reviewer make suggested edits as redlines.
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).
Set review link expiry date	Sets an expiry date for the link, after which access to the document through this link is revoked.
Asynchronous mode	Switches the document into the asynchronous negotiation flow, where new versions are shared only when ready.

💡 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 added after the contract is sent for signing, a recipient 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.

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 (PDF exports) 📄

Juro's Audit Trail ensures Juro’s electronic signature complies with Advanced Electronic Signature requirements, enabling you to sign with confidence.

It's included as part of PDF exports of any contract signed in Juro and includes the following data:

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

💡 NOTE: Timestamps in the exported PDF are always shown in UTC format.

💁‍♀️ 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.