Using table views to manage contracts

Build table views to create custom view dashboards within your Juro workspace.

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

Introduction πŸ‘‹

Table views are custom-built dashboards that you can use to clearly and concisely display data from contracts across your workspace.

With the table views feature, data from individual smartfields across a team is collated, filtered and sorted to give you the clearest picture of your contracts repository.

Creating a table view πŸ“

Table views can be created in any team and are specific to the team that they exist in. i.e. it will only pull information from documents within that workspace.

To create a table view:

1. In the sidebar of your Contracts homepage, click the dropdown arrow next to Contracts and select + Add table view.

2. In the sidebar of your Contracts homepage, click the dropdown arrow next to Contracts and select + Add table view.

You can also Duplicate and Delete the table view from this dropdown menu.

Customising a table view πŸ‘“

When you first create a table view, it will show all contracts from that workspace as a starting point.

You can then add additional data columns and filter & sort them to display the information you need.

To customise a table view:

1. Click + Add column.

2. Select the relevant smartfield you'd like to display data from in the column.

System Smartfields are default smartfields created by Juro. These are:

  • Description: shows the information in the Description field of a template

  • Document ID: this is the unique ID for an individual document

  • Document Type: this displays the name of the template the contract was created from

  • Fully Signed: shows documents that have reached Fully Signed status

  • Integration: shows the platform that a contract was created from (e.g. Salesforce, Greenhouse)

  • Last modified: the last time and date that a change was made to the document

  • Owned by: shows the contract owner

  • Status: Shows the current status of the document. This will update automatically if the contract changes stages.

User Smartfields are the smartfields that you have created yourself.

3. Repeat Steps 1 & 2 to add as many columns as you'd like.

Sorting & filtering information on a table view πŸš₯

As well as deciding what information you want your table view columns to reflect e.g. contract status, you can sort and filter the information presented even further as needed e.g. only fully signed contracts.

To filter your contracts:

1. Click the header of the column you'd like to filter and click Filter column.

2. In the top-right-hand cover, set your filter criteria.

To create a two-pronged filter, click + Add filter after setting the initial criteria.

Making your table view visible to your workspace πŸ“–

When you create a table view this is only visible to your user profile by default. To give the rest of your team access to the table view:

1. Back in your Contracts sidebar, click the 3 dots next to the table view name and select Publish.

2. You can unpublish the table view at any time by clicking the 3 dots again and clicking Unpublish.

Exporting your table view πŸ“€

If you need to use your table view data outside of Juro for any reason, you can export it as a .csv file in a few quick steps. To do this:

1. Back in your Contracts sidebar, click the 3 dots next to the table view name and select Export csv.

This file will download straight to the machine you're working from!

Triggering mass actions from a table view πŸ’ͺ

Once you've created your table view, you can also trigger mass actions to save you have 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.

To trigger any of these actions:

1. Select the documents you'd like to apply the action to from your table view (the top checkbox to the left of the Document name column will select all documents in the table view).

2. Select the option you'd like to trigger from the Actions banner.

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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