Article currently being following new Smartfield Approvers feature - see Release Notes for more details.
đĄ 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 đď¸
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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đ 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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You can control whether inactive conditional approvers appear in a contract's approver list via the Approver settings in the template.
Find it under Document Members â Approvers â Settings â Hide inactive approvers
A new document created from a template inherits the template's setting value
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Alternatively, you can email us at support@juro.com đ