Contents 🚀
Introduction 👋
There are several additional features in the Settings section of each contract that allow you to execute routine actions directly from your document.
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Moving a document to different workspace 📦
💡 NOTE: You need to be an Admin in both the workspace you're moving documents from and the one you're moving documents to for the migration to be successful.
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Document access is limited to members of the workspace where the document lives, but it's possible to move a contract you've been working on to a different workspace if needed.
To do this:
1. Click the Settings cog in the Actions bar of the document (depending on your screen size, you may need to click the 3 dots at the bottom of the list to access this, as in the below image).
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2. Click the name of the workspace under the WORKSPACE OF DOCUMENT heading (or WORKSPACE OF TEMPLATE on your templates).
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3. In the panel that appears, select the new workspace from the dropdown menu. Then click Yes, move.
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Once the document has been moved to a new workspace, it no longer exists in the original workspace. To keep a copy of the document in each workspace, you can learn more about duplicating the original below.
💡 NOTE: Duplicated documents are separate versions from each other. Any changes made to one document will not reflect on the other.
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Locking a document 🔒
You can use the Lock document function to temporarily restrict external access to a document, even after it's been shared with other parties.
To do this:
1. Click the Settings cog in the Actions bar (depending on your screen size, you may need to click the 3 dots at the bottom of the list to access this, as in the below image).
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2. Under the DOCUMENT ACTIONS heading (or TEMPLATE ACTIONS on your templates), click Lock document (Lock template for templates).
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You will receive an onscreen notification to confirm that the document has been locked.
Any external parties that try to access the link while the document is locked will see a message to let them know you've restricted access for now:
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To unlock the contract, click Unlock Document whenever you're ready to make it available to external viewers again.
Archiving a document 🌚
You can also archive a contract in the Settings tab. To do this:
1. Click the Settings cog in the Actions Bar (depending on your screen size, you may need to click the 3 dots at the bottom of the list to access this, as in the below image).
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2. Under the DOCUMENT ACTIONS heading (or TEMPLATES ACTIONS on your templates), click Archive document (Archive template on your templates).
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When the prompt appears to confirm if you'd like to archive the document, click Yes. |
You will then be redirected to your Archive, where the contract will stay until it is either deleted permanently or restored to the main Contracts homepage.
Duplicating a document 📄 📄 📄
As referenced above, you can also duplicate a contract in the Settings sidebar.
To do this:
1. Click the Settings cog in the Actions Bar (depending on your screen size, you may need to click the 3 dots at the bottom of the list to access this, as in the below image).
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2. Under the DOCUMENT ACTIONS heading (or TEMPLATE ACTIONS on your templates), click Duplicate Document (Duplicate template on your templates).
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When the prompt appears to confirm if you'd like to archive the document, click Yes.
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Creating a template from the contract you're working on 🧙
If you've created a contract that you think may be suitable as a template within your workspace, you can convert it in the Settings section:
To do this:
1. Click the Settings cog in the Actions bar (depending on your screen size, you may need to click the 3 dots at the bottom of the list to access this, as in the below image).
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2. Under the DOCUMENT ACTIONS heading, click Create template.
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2. On the next page, type the name of the new template and click Create template.
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You will also find the various font options at the bottom of the Settings section.
To learn more about formatting your document, you can read our dedicated article.
💁♀️ 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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