Because it's so easy to do and takes just a few clicks, 97% of our customers' counterparties sign contracts using Juro. But what about the other 3% that prefer to use a different platform, like DocuSign?

Not a problem - our new DocuSign integration is designed to unblock these counterparties by having them receive and sign a document in a way they're used to, allowing for less friction and greater flexibility at one of the most important points in the document's lifecycle: the signing stage.

💡 NOTE: You must be a Juro Org Admin with a Docusign license to enable this integration. To start, please reach out to the Juro Support Team and we can enable the integration for your Juro environment from our side.

This integration will be activated for all workspaces once enabled. We recommend creating a separate account rather than linking it to an individual user's account.

1. In Juro, go to Settings and click Integrations.

2. Click the DocuSign panel.

3. Click Connect: this will prompt you to enter your DocuSign login credentials.

You must connect the integration using a Business Pro DocuSign account or above. The account should also be an organisation level account rather than a personal one. (e.g. docusign-admin@juro.com rather than joebloggs@juro.com).

Once you've logged into DocuSign and return to this page, Juro will ask for permission to link with your DocuSign account.

4. Go to the relevant template in your Templates section.

(💡 NOTE: Steps 5-9 will need to be actioned on each template individually)

5. Once in the template, Click the Document members icon: this will open the SIGNATORIES sidebar.

6. Toggle on the Enable signing in external platforms option.

7. From the SIGNING SIDES SIGN IN dropdown menu, select one of the following options:

DocuSign: all contracts created from this contract be converted to PDF and sent for signing through DocuSign

Decide when signing: selecting this option at the template level will give the contract creator the option to choose the signing pathway before they send the contract for signing.

8. From the SIGNATURE METHOD dropdown menu, select one of the following options:

Signature Type: this sets the signature type for all documents created from this template. Here, you can choose from the signature types your DocuSign account can access, including standard signature types and any vendor signature methods you have available.

Decide when signing: selecting this option at the template level will give the contract creator the option to choose the signature method before they send the contract for signing.

💡 NOTE: This iteration of our integration doesn't recognise Juro signing orders. For contracts with signing orders enabled, the signing request will be sent to all parties simultaneously.

External forms will also not show for documents signed through the DocuSign integration (please see below for additional guidance on this).

1. Juro will push a PDF version of the contract to DocuSign when you send your normal signing request. (Please Note: Both sides must use the same e-signature method.)

2. The signatories will receive an email from DocuSign asking them to access and sign the contract.

3. Once the document is fully executed, both the signatories and the document owner will receive a PDF copy via email, the document status will update, and the fully signed PDF will upload against the original document in Juro.

1. Click the Document members icon: this will open the SIGNATORIES sidebar.

2. Click the REVIEWERS heading, then Can View +. From the dropdown menu, check the Form as X checkbox. When the counterparty accesses the contract through the REVIEWERS link, they will be led through your regular Forms flow.

3. Under the SEND VIA EMAIL heading, click + Add Reviewer, type in the email of the counterparty and press Enter to save it.

4. Press Send.

💁‍♀️ 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 🚀