Contents 🚀
Introduction 👋
Juro's Negotiation workflow enables teams to suggest contract amendments before adding their signatures. This feature streamlines collaboration gives users enhanced visibility and seamlessly incorporates accepted edits into the final draft.
Read on to find out exactly what this workflow looks like and how to get started.
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Read on to find out exactly what this workflow looks like and how to get started.
Starting the negotiation Flow 🤝
The negotiation flow is disabled on templates by default, so you'll need to enable our Create new versions* function to get started.
To do this:
1. Unpublish your template and open the Document Members tab.
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2. Click Can Sign + next to the SIGNATORIES heading.
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3. Check the Create new versions checkbox.
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*when you read this term, it always relates to the negotiation flow.
You can also enable the negotiation flow for the reviewers link.
To do this, go to the REVIEWERS section, click Can View + and check the Create New Versions box.
Where Create new versions is enabled on your template, contracts created from that template will have the flow enabled following generation.
It's also possible to enable the flow on a contract-by-contract basis by going to the same section on the individual contract and following the steps above.
Making suggested changes ✏️
When you've enabled Create new versions and sent a contract out for signature, Juro sends an email notification to the counterparty to let them know that the document is ready for their review and signature.
If the counterparty wants to add some redlines (and Create new versions is already enabled), doing so will activate the negotiation flow and update the contract's status to NEGOTIATION.
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The first edit will create a new version of the document with the suggested changes included. The changes won't automatically apply but will be visible to you when your counterparty sends back this new version (see below).
💡 NOTE: When a counterparty is making suggested changes in the contract, the document will be locked for the contract owner. You won't be able to make any further changes to the document until the updated version is returned to you.
When they've finished making the suggested changes, the counterparty will need to click Send back new version to unlock the contract on your side 👇
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Sending a new version back 📩
While a party is redlining a document with Create new versions enabled, the document will remain locked to the other side until the version with the latest changes is sent back.
To send a new version back:
1. Make the suggested changes to the document. This can be done by directly editing the text, which will show as redlines to be reviewed.
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2. Click Send back new version at the top of the page. |
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3. In the pop-up that appears, you can add additional recipients to be notified of the new version, customise your message, and then click Send.
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The other party will receive an email notification to let them know of the new version and suggested changes made by the counterparty.
When you access the document, you can accept or reject changes directly from the prompt panel. If you would like to conduct an additional review, you can click End review and do so in the external comments section as outlined below.
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This is also an opportunity for you to make additional changes for the counterparty's review if needed (repeat the above process to send the document back to them if so).
Accepting and rejecting suggested changes 👌 🙅
All suggested changes are shown in your EXTERNAL COMMENTS section (for counterparties, these show on the right-hand side of their view.
However, only you as the contract sender can accept or reject suggested edits made by both sides: the counterparty cannot implement these changes to the document.
Accepting a suggested change will be incorporated into the document as part of the text. Rejecting a suggested change will leave the document as it was before the changes were made.
To Accept or Reject a change:
1. Hover over the suggestion on the Juro editor and click Reject or Accept.
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2. Alternatively, you can go to the EXTERNAL COMMENTS, click the hyperlink icon next to any unresolved change to locate it in the document.
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Once reviewed, hover your pointer over the comment, and click the x or the ✓ to reject or accept the change (you can also start a comment thread to discuss the suggestion by clicking Reply and typing your response).
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The contract creator can also make changes that don't require external review or approval by changing from Track Changes (default) to Free Edit mode. This lets you change the document text immediately rather than as a suggested change.
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These changes will appear in the contract for the counterparty when you send back the latest version to them.
Once all suggested changes by both parties have been accepted, the contract is ready to be signed!
💁♀️ 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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