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Statuses of a contract

Update the status of uploaded contracts and monitor the status of contracts created from scratch.

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

Contents πŸš€



Introduction πŸ‘‹


Each contract in your workspace has a status bar that gives visibility on where it is in the contract lifecycle: whether in the approval, negotiation or signature stages. Statuses are visible to internal Juro users only.


The different statuses 🌚


The statuses you may see on your document are:

Shows for: all users in the team

When:

  • a contract is first created in Juro, or;

  • a Word document is uploaded onto an existing Juro template or contract

  • the contract is being worked on but hasn't yet entered the approval, negotiation or signing flows.

Shows for: all users in the team who aren't approvers on the document

When:

  • a document has been sent to any approver(s) for their review

When:

  • a contract is generated from a template that has you assigned as an approver

  • the Prepare Approval Request flow is triggered

  • a user adds you as an approver to a contract during the draft stage

  • A change is made to a document after you had approved or rejected it.

Shows for: all users in the team

When: an approver has rejected a document*
​
*An approver can reverse this by selecting Cancel decision in the document.

Shows for: all users in the team

When: an approver has approved a document*
​
*An approver can reverse this by selecting Cancel decision in the document.

Shows for: all users in the team

When: a document enters NEGOTIATION mode. Read more about this feature here.

Shows for: all users in the team
​
​When:

  • a contract in NEGOTIATION mode has been sent back by a counter party, with changes for the contract owner to review.

Shows for: internal signatories
​
​once: the approval/negotiation flows, if applicable, are completed

and before: the contract reaches either the sent for signing, signed by us or signed by them stages.

When:

  • a contract is generated from a template that has you assigned as an internal signatory

  • a user adds you as a signatory to a contract during the draft stage

Shows for: all users in the team

When:

  • a contract has been sent to a counterparty/counterparties, but no signatures have been added

Shows for: all users in the team
​

When:

  • a contract has been signed by all internal signatories and the counter party's signature(s) are outstanding.

Shows for: all users
​

When:

  • a contract has been signed by any external signatories and/or internal signature(s) are outstanding.

Shows for: all users in the team
​
​When:

  • all outstanding signatures have been added to the document

  • a user manually changes the status of an Uploaded document to Fully Signed

Shows for: all users in the team
​
​When:

  • a PDF document is first uploaded into Juro

  • a Word document is uploaded into Juro outside of the framework of an existing template or contract


Changing the status of an uploaded PDF πŸš‚


When you upload a PDF that has already been signed, its status will show as Uploaded.

To change this, click on this heading to change it to Fully Signed.

πŸ’‘ NOTE: If the PDF has been uploaded against a template that has preassigned signatories or approvers, these must be removed before the status can be manually updated.

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 support@juro.com πŸš€

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