💡 NOTE: This feature replaces the Q&A flow.
Contents 🚀
Introduction 👋
You can write custom questions to guide your counterparty through the signing flow and populate key data points on your documents.
Save time trying to gather information best provided by a counterparty (like bank details, for example) by asking them to do this through Juro's user-friendly questionnaire structure.
So, let's get started by answering a few questions about what the counterparty can expect to see when they fill out one of your Juro forms.
How do external forms work and what do they look like to an external party? 🧐
Forms appear in a questionnaire-type structure, similar to ones that people encounter frequently online. Users are taken through a series of questions that are linked to your contract's smartfields.
Above each answer field, the respondent will see an OPTIONAL or REQUIRED heading: OPTIONAL questions can be skipped without populating the answer field, whereas REQUIRED questions must be answered in order to proceed through the flow. We recommend that you set essential questions and ones that the respondent is best placed to answer (e.g. registered address, bank details) as REQUIRED.
At the bottom of each question page, there is a progress bar to help the respondent keep track of how much of the flow is left to complete.
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When does a form appear for an external party? ✨
Each signing side has its own dedicated Form, so you can assign the smartfields that you'd like the counterparty to fill out to their specific form and vice versa for internal members.
The form will appear for a counterparty whenever a contract is accessed through a signing link (or via the REVIEWERS link - see below).
If the answers have already been provided, external signatories will still be led through the Q&A flow before accessing the contract.
Setting up a form for an external user 🔨
Juro forms are incredibly user-friendly for all users and very easy to set up. When building an external form in your template, it's helpful to remember that these are broken out into three sections:
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The Welcome Page ✋
If enabled, the welcome page will be the first thing that a counterparty will see when they access the contract.
This is an opportunity to put a friendly but professional face on your Juro contract from the get-go and make things as intuitive as possible for an external respondent. To turn on and customise your Welcome Page:
1. Unpublish your template, and click the External Forms icon. This will open the Forms sidebar.
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2. Toggle on Display external guide (this also enables the COMPLETION page).
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3. Click on the text bubble under the WELCOME PAGE heading. This will open the WELCOME PAGE sidebar, where you can upload your company logo, add a headline and description and set the button colour for your form.
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4. Once you're finished, click the X next to the WELCOME PAGE heading to close this sidebar.
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Now, it's time to start adding the questions for your counterparty in the QUESTIONS sidebar.
The Questions Page❓
On the QUESTIONS PAGE, you can add questions for the counterparty and link them to the smartfields you'd like their answers to populate.
So for example, if you'd like to know their address, you could create a question for this ("What is your address?"), link this to the relevant smartfield, and assign the question to your counterparty.
1. Under the QUESTIONS heading you'll see two default questions ("Please confirm your name and What is your email address?"). The answers to these questions will be added to the counterparty's signing block. While they cannot be removed, you can change the text of the questions as needed.
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2. Click + Add next to the QUESTIONS heading to add a new question to your flow.
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3. In the new side bar 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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4. Decide whether you'd like the question to be OPTIONAL or REQUIRED. If optional, the user will be able to skip this question without providing an answer. For questions related to essential information, we recommended making these REQUIRED.
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5. Add your question text. If needed, you can additional guidance text in the DESCRIPTION field.
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The Completion Page 📕
The final section to populate is the COMPLETION PAGE.
Here, you can add a closing message such as a thank you for completing the form, or additional guidance on the next steps. To do this:
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2. This will open the COMPLETION PAGE sidebar, where you can add a final message and guidance for the counterparty.
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This will show at the end of the Q&A flow for the respondent, just before they access the contract.
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Creating 'conditional' questions 📍
What happens when one of the questions in your flow isn't needed in certain circumstances, or when it would be helpful to add additional questions based on the respondent's answers?
For this, 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.
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2. Choose to 'hide' or 'jump to' a question once the conditional logic is met.
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3. Select the question you would like to 'hide' or 'jump to'.
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4. 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.
Granting Forms access to a user other than a signatory 🛰️
Providing a user other than a signatory with access to complete an external form can be done using the REVIEWERS link. To do this, in your contract:
1. Click the Document Members and click the + next to the REVIEWERS heading.
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2. Click the Can view + and check the Forms as Counterparty checkbox.
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3. Under the SEND VIA EMAIL heading, Click + Add reviewer and type the email address of the intended recipient.
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4. Click Prepare for review.
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On the next page, you can add a custom message and then press Send to send it to the recipient to complete the Q&A.
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Your external form is now ready to go! For more information on building forms for your Juro contract creators, 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 🚀 |