Contents 🚀
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.
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💡 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 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.
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2. Click the icon to the right of your smartfield, and select Add rules from the menu
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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).
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4. 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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If you want to apply different conditions to individual Approvers, repeat the steps above, selecting the relevant user each time.
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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
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Option 2️⃣ Adding a conditional approver from the Rules tab 📏
To add an approver from the Rules tab:
1. First, open the Rules tab.
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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).
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3. 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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If you want to apply different conditions to individual Approvers, repeat the steps above, selecting the relevant user each time.
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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.
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2. Open the Document members tab.
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3. Click on the relevant approver and select Add rules from the dropdown menu.
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4. 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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If you want to apply different conditions to individual approvers, repeat the steps above, selecting the relevant user each time.
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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 your query to support@juro.com 🚀
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