Getting started with Juro
Start your Juro journey by creating your profiles and setting up your environment
By Jimmy and 1 other2 authors19 articles
- Creating your Juro profile
- Adding and managing membersManage user access more efficiently by creating user groupings with specific roles
- Managing template and contract accessUse member groups to define document access.
- Custom email branding in JuroPut your branding front and centre in your Juro emails to customers
- Creating common data points for your documentsA list to help you structure the data within your Juro contracts.
- Migrating your legacy documents to JuroA guide for those looking to migrate documents from your old platform into Juro
- Organizing documents with foldersAdd your documents to folders for better workspace management and document access
- Reviewing your templatesBefore you start creating contracts from your templates, use this handy guidance to review its components
- Creating & building templatesTemplates are the first step toward simpler, faster contract creation in Juro 🚀
- Formatting your documentSet your document apart using a wide range of custom formatting options
- Adding and using smartfieldsAdd and utilise smartfields to automate contract creation in Juro.
- Building forms for internal usersCreate a questionnaire for your Juro contract creators, with the answers populating key data points on your contract.
- Building forms for external usersLink your smartfields to customer questions to guide your counterparty through the signing process, and populate key data points on your documents.
- Adding and managing RulesAssign conditional logic to text to make the customization of your contract structure seamless
- Implementing Contract PlaybooksIn this article we'll look at contract playbooks; what they are, why you should use one, and how to design and implement one with Juro.
- Additional Juro resourcesOne-stop shop to learn more about our product releases, upcoming training webinars, our Trust Centre, and more!
- Release notes