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Managing conditional approvers
Managing conditional approvers

Assign conditional logic to your document so that the relevant people are automatically added on an as-needed basis.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over 4 months ago

Contents 🚀

  1. Introduction

  2. Adding conditional approvers

    1. Adding conditional approvers from the Smartfields tab

    2. Adding conditional approvers from the Rules tab

    3. Adding conditional approvers from the Approvers section

Introduction 👋

Juro's Conditional Approvers feature automates the approval workflow for a document even further.

It does this by allowing the user to assign approvers using the Rules function; simplifying the Approvals process and reducing time spent on setting up Approver(s) on a contract-by-contract basis.

💡 NOTE: Only Admin and Editor users can edit and delete rules that carry over into a contract from a template.

Adding conditional approvers 🏗️

If you'd like to add conditional approvers to your approval workflow, there are three ways to do this.

Option 1️⃣ Adding a conditional approver from the Smartfields tab 🔘

To add a conditional approver from the Smartfields tab:

1. Open the Smartfields tab.

2. Click the icon to the right of your smartfield, and select Add rules from the menu

3. In the RULES tab click + Add approvers and select the approver you'd like to add (for external approvers, type the full email address and press Enter).

4. Under the WHEN heading, select the smartfield (e.g. 'Jurisdiction'), the trigger action (e.g. 'equals'), and the trigger information (e.g. 'UK').

If you want to apply different conditions to individual Approvers, repeat the steps above, selecting the relevant user each time.

To remove rules applied to an approver using smartfields, go to the smartfield, click the type icon and select Unlink all rules from the menu

Option 2️⃣ Adding a conditional approver from the Rules tab 📏

To add an approver from the Rules tab:

1. First, open the Rules tab.

2. At the bottom of the RULES tab, click + Add rule. In the new rule that generates, click + Add approvers and select the approver you'd like to add (for external approvers, type the full email address and press Enter).

3. Under the WHEN heading, select the smartfield (e.g. 'Jurisdiction'), the trigger action (e.g. 'equals'), and the trigger information (e.g. 'UK').

If you want to apply different conditions to individual Approvers, repeat the steps above, selecting the relevant user each time.

Option 3️⃣ Adding a conditional approver from the Approvers tab 👁️

To add a conditional approvers from the Approvers tab:

1. Open the Document members tab.

2. Click on the relevant approver and select Add rules from the dropdown menu.

3. Under the WHEN heading, select the smartfield (e.g. 'Jurisdiction'), the trigger action (e.g. 'equals'), and the trigger information (e.g. 'UK').

If you want to apply different conditions to individual approvers, repeat the steps above, selecting the relevant user each time.

🙅 To remove all rules applied to an approver in the Approvers section click on the approver's name and select Unlink all rules from the dropdown menu.

💁‍♂️ 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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