Contents 🚀
Introduction 👋
Views are custom-built dashboards that you can use to clearly and concisely display key contract data from across your workspace.
With the Views feature, information from the individual smartfields across a workspace can be collated, filtered and sorted to give you the clearest picture of your contracts repository.
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Creating a View 📁
Views can be created in any workspace and are specific to the one that they exist in. i.e. a View will only pull information from documents within that workspace.
To create a View:
1. Under Documents in your homepage sidebar, click the + icon next to the VIEWS heading.
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2. This will pull all of the documents from your workspace into a dashboard, ready for you to customise as needed.
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Customising a View 👓
When you first create a View, it will pull in all contracts from that workspace.
From there, you can add additional data columns and filter and sort them to display the information you want to see. To customise a View:
1. Click + Add column.
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To delete a column, click the header again and select Delete column.
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2. Select the relevant smartfield you'd like to display data from.
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System Smartfields are default smartfields created by Juro. These are:
User Smartfields are smartfields that you have created yourself.
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3. Repeat Steps 1 & 2 to add as many columns as you'd like.
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Sorting & filtering information in a View 🚥
In addition to being able to pick what information your View columns should reflect, e.g. contract status, you can sort and filter the information presented even further, e.g. to show only fully signed contracts.
To filter your contracts:
1. Click the header of the relevant column and click Filter column.
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2. In the top-right-hand corner, set your filter criteria.
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To create a two-pronged filter, click + Add filter after setting the initial criteria.
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Making a View visible to your workspace 📖
Views are only visible to your user profile by default. To give the rest of your team access:
Back in your homepage sidebar, click the 3 dots and toggle on Share to workspace. To make a View private again, turn this option off.
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Users in your workspace will now be able to see and access a read-only version of your View.
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Exporting your View 📤
If you need to use your View's data outside of Juro for any reason, you can export it as a CSV file in a few quick steps. To do this:
Back in your homepage sidebar, click the 3 dots next to the View name and select Export view to CSV.
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This file will download straight to the desktop of the device you're working from.
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From this same menu, there are some other actions to help manage your dashboards better:
Rename: update your View's name from the default one for easier reference.
Delete: This will remove the View from your workspace. Please note it's not possible to revert this action.
Duplicate: If you want to create another view and use an existing view as your starting point, this is a very helpful option.
Triggering mass actions from a View 💪
Once you've created your View, you can also trigger mass actions to save you from having to do this one by one. This includes options to:
Archive, duplicate and move multiple documents in bulk.
Sign multiple documents in bulk (on documents that you are a signatory on).
Approve and reject multiple documents in bulk (on documents that you are an approver on).
Send multiple contracts for signing and approval in bulk.
Bulk assign access to documents.
To trigger any of these actions:
1. Select the relevant documents in your View (the top checkbox to the left of the Document name column will select all documents in the View).
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2. Select the option you'd like to trigger from the Actions banner.
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💁♀️ 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 support@juro.com 🚀
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