What does an internal form look like? 🧐
Juro forms have a questionnaire structure similar to those we frequently encounter online. Each signing side has its own dedicated Forms tab, so you can assign the smartfields that you'd like the counterparty to fill out to their specific Q&A flow, and vice versa for internal members.
The internal form will appear at the point of contract creation for internal users. Questions for internal users are created at the template level and are linked to your smartfields so that the answers appear where you need them on your contracts.
Setting up a form for an internal user 🔨
To get started with your internal form:
1. Unpublish your template, click the Internal Forms icon and select Add + to create your first question. |
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The pre-generated question ("What is the name of the counterparty?") will name the document and the counterparty signing side. While this question can't be removed, you can tweak or replace the text as needed. |
2. In the new sidebar that opens, select the smartfield that you'd like to assign to the question. 💡NOTE: Each smartfield can be assigned to one question in your flow. |
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For questions related to essential information, we recommend making these REQUIRED. |
To reorder questions, click and hold on the 6 dots that appear next to a question when you hover over it, and drag the question to where you'd like it to be in the order. |
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And that's it - you're all set! Repeat the above process to add as many questions as you'd like to your internal form.
Creating 'conditional' questions📍
When one of the questions in your flow isn't needed, you can use the Rules function to add conditional logic to your questions. To do this:
1. Set up your question by following the steps outlined above.
To add a rule to a question, it must be followed by another question in the flow, so ensure this is also set up before beginning. When this is done, go to the relevant question and click + Add Rule. |
2. Choose to 'hide' or 'jump to' a question once the conditional logic is met, and select the question you'd like to 'hide' or 'jump to'. |
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3. Set your rule triggers, e.g. "Jump to question 5 when the answer of question 4 + 'fixed'". |
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You can repeat this process for each question; just remember to have a question after the one you're applying a rule to so that you can either 'hide' or 'jump to' it.
For more information on building forms for external parties, click here.
💁♀️ 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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