Where JuicedSign keeps its information
When you set up JuicedSign, the installation wizard adds fields to the table you send from, and adds these tables to your app:
Table | What it holds | Who fills it in |
|---|---|---|
Your table (for example Quotes or Contracts) | The buttons and fields that define each agreement: document, recipients, subject, message, reminders, and where to save the signed copy. | The wizard sets them up. You can adjust some of them, see below. |
JuicedSign Management | One record per agreement, with its status and dates. | JuicedSign |
JuicedSign Recipients | One record per recipient of an agreement, with their status and dates. | JuicedSign |
Document Templates | Your document templates. The wizard adds this table only if your app doesn't have it, for example from Exact Forms Plus, XL Docs, or PDF Stamper. | You |
JuicedSign Recipient Tags | The tags for each template: what each recipient signs or fills in, and where. | You, or the Tags Configurator |
Don't delete or rename the JuicedSign fields. JuicedSign finds its fields by name. The JuicedSign Management and Recipients tables show this reminder in an Important Message field.
If you used Prefix for Labels in the wizard, the fields on your table start with that prefix.
Dates and times are in your app's time zone.
Fields on your table
Field | What it's for | Can you change it? |
|---|---|---|
Send to JuicedSign | Creates and sends the agreement. If there's no document yet, it shows Upload File to Send via JuicedSign. See Send an agreement. | No |
Preview Agreement | Shows each recipient's tags on the document without sending anything. | No |
Refresh | Reloads the record until the signed document appears. | No |
File to sign, signed file | The fields you chose or created in the wizard. For Amazon S3 or Dropbox, these hold the file name or key instead of the file. | No |
Signer name and email fields | The fields you chose or created for each signer in the wizard. | Yes, fill them in on each record |
Recipient String | The recipients of the agreement, built from the signer fields. See Send an agreement. | Yes, to add or change recipients |
Agreement Subject | The email subject. Default: Request for Signature. | Yes |
Agreement Email Message | The note in the signing email. | Yes |
Reminder Delay, Reminder Frequency, Expire After, Expire Warning (in days) | Reminder and expiration days for this table. The wizard fills in the values you entered. | Yes |
Signed Doc Name | The file name of the signed document. Default: JuicedSign Signed Agreement. | Yes |
Agreement Certificate | Where the certificate of completion is saved. | No |
Document Type | A label for reporting, for example Quote or Invoice. Default: your table's name. | Yes |
JuicedSign Sender Email | Who sends the agreement. It must be one of your senders. See Account settings and senders. | Yes |
Agreement Doc Fids, Signed Document Info | Where JuicedSign gets the document and where it saves the signed copy. | No |
JuicedSign Batch Arguments, JuicedSign Batch Email | Used to create agreements automatically. See Create agreements automatically (batch). | No |
JuicedSign Error Details | Error details when a batch agreement can't be created. | No |
# of JuicedSign Agreements, # of JuicedSign Agreements Completed | How many agreements this record has, and how many are completed. | No |
JuicedSign Status | The status of this record's latest agreement. | No |
JuicedSign Recipients | A link to this record's recipients. | No |
"No" means the wizard fills in values for your account, app, tables, and fields. Leave them as they are.
JuicedSign Management
JuicedSign adds one record per agreement when you select Send to JuicedSign, and keeps it up to date. Don't edit these records.
Field | What it shows |
|---|---|
JuicedSign agreement ID | The agreement's ID. It appears in every email and on the certificate. |
Status, Status updated datetime | Created, Delivered, Completed, Declined, Voided, or Expired, and when it last changed. See Agreement statuses. |
Agreement Name, Subject, Document Type | From your record when the agreement was sent. |
Agreement created datetime | When the agreement was created. |
JuicedSign Sending Email Address | The address the emails come from. |
Reminder delay, Reminder frequency, Expire after, Expire warning (in days) | The values used for this agreement. |
Expiration Date | The created date plus Expire after. |
Void Agreement | A button to void the agreement. It shows until the agreement is Completed, Declined, or Voided. See Manage agreements. |
Reason to Void Agreement | The reason the sender gave, or Opted To Print And Sign Offline when a recipient chose Print & Sign. |
Signed document Name | The file name used for the signed document. |
QB User Email | The Quickbase user who sent the agreement. |
Created with console application | Checked when the agreement was created automatically (batch). |
JuicedSign Error Details | Error details if JuicedSign couldn't save the signed document to Amazon S3, Dropbox, or another table. |
JuicedSign Recipients | A link to the agreement's recipients. |
JuicedSign Recipients
One record per recipient, added when the agreement is created. Don't edit these records, except with the buttons.
Field | What it shows |
|---|---|
Recipient ID, Order | The recipient's number and their place in the signing order. |
Recipient Name, Recipient Email Address | Who the recipient is. |
Action | Signer or Receive a Copy. |
Status, Status Updated Datetime | See Recipient statuses. |
Delivered Date, Opened Date, Signed Date | When the recipient was emailed, opened the agreement, and finished. |
Decline to Sign Reason | The reason, if the recipient declined. |
Access Code | The access code, if the recipient needs one. See Access codes. |
Captive Recipient | Checked for an in-person signer. |
Resend Email | A button to send the signing email again. It shows while the agreement is Delivered. Resend Email Sent Date and Resend Email Status show the result. |
Captive Recipient Signing | A button to reopen signing for an in-person signer. It shows while the agreement is Delivered. |
Reset Security Code Counter | A button to let a recipient try their access code again. See Access codes. |
JuicedSign Agreement ID, Agreement Name, Agreement Status, Agreement Subject | From the agreement. |
Recipient statuses
Status | Meaning |
|---|---|
Delivered | The signing email was sent to the recipient. |
Opened | The recipient opened the agreement and agreed to use electronic signatures. |
Completed | The recipient finished signing or approving. Receive a Copy recipients are Completed when their copy is sent. |
Declined | The recipient declined to sign. The agreement is Declined too. |
Printed to Sign | The recipient chose Print & Sign. The agreement is Voided. |
Document Templates
Field | What it's for |
|---|---|
JuicedSign PDF Template | Upload a PDF of the document you'll send, as close to the final version as possible. The Tags Configurator uses it. |
Launch Tags Configurator | Opens the Tags Configurator for this template. See Tags Configurator. |
# of JuicedSign Recipient Tags, # of Recipients | How many tags and recipients the template has. |
Tags Configurator Recipient String, Combined Text Recipient ID | Used by the Tags Configurator. Don't change them. |
JuicedSign Recipient Tags
One record per tag, related to a document template. Each tag belongs to a recipient by its Recipient ID. For every field, see Document tags.