Introduction 👋
Over the past few months, we've put a lot of thought into upgrading and simplifying how documents are created in, and imported into, Juro.
Ultimately, we wanted to give our users as much flexibility as possible when building new documents in the platform, and also when using uploaded files as a starting point. With the changes we've made here, we think that's exactly what they'll have. Read below to learn more about how this new process works.
Creating a document from a template 🏗️
Being able to apply the components of existing Juro templates to a fresh document will not only reduce the time you spend customising documents one by one; it'll further enrich your data repository by aligning new documents with the data points that you've deemed to be essential to your contract flow.
To create a document from a template, go to your Contracts homepage and:
Click + Add document
Select + Create from template
Select your template and click Continue
Enter the name of the other party, and click Continue
With just these few steps, all the elements of your selected Juro template have been applied to this new addition. No fretting about missing key aspects of your important documents; just a nice straightforward journey to easier contract creation and management.
Of course, sometimes it may be more appropriate for you to start a new document from scratch, and build in the new data points from there. This is also completely achievable through another simple workflow.
Creating a document from scratch 👷
You can also build a document completely from scratch using our new flow. When you reach Step 3 of the previous process:
Instead of selecting Continue, click Skip instead
Enter the name of the other party and click Continue
You'll now be led to your contract editor, where you can start building your contract from a blank page.
To learn more about formatting your document, you can check out our dedicated article.
Uploading documents into Juro ⬆️
You can also use an external document as the basis for your Juro contract. From here, there are two options for you to choose from:
apply the data from an existing Juro template, or
leave the document as it is to use as your starting point
Uploading a new document against an existing template ⬆️ <> 🏗️
Click + Add document
Select Upload from your computer
Drag and drop your document into the browser window
Select your template and click Continue
Your files will now be uploaded against the data of your chosen template.
Uploading a document without using a template 🐤
Click + Add document
Select Upload from your computer
Drag and drop your document into the browser window
On the Select template page, click Skip
You will be prompted that untagged documents may be harder to search for in your workspace. If you're happy to proceed, select Upload anyway.
💁♀️ 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 🚀