💡 NOTE: Only Admin and Editor users can edit and delete rules that carry over into a contract from a template.
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Adding a conditional approver 👁️
To make an approver conditional (i.e. triggered when the assigned rule is activated):
1. Click on the relevant approver and select Add rules. |
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2. Under the WHEN heading, select the smartfield (e.g. 'Jurisdiction'), the trigger action (e.g. 'equals'), and the trigger information (e.g. 'UK'). |
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🙅 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.
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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 us at support@juro.com 🚀