Building your first template (for Org and Workspace Admins)
By Jimmy1 author6 articles
- 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