---
title: "Access codes"
slug: "access-codes"
updated: 2026-10-08T15:16:38Z
published: 2026-10-09T17:10:58Z
canonical: "help.quickbase.com/access-codes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access Codes

## What an access code is

- An access code is an extra check for a recipient. Before the recipient can open the agreement, they must enter the code.
- Access codes are optional, and set per recipient. Recipients without a code open the agreement straight from the email.
- The code is case-sensitive.

## Set an access code

The access code is the sixth part of the recipient's entry in the **Recipient String** field. See [Send an agreement](/quickbase-extensions/docs/agreement-creation#recipients).

```
Recipient ID:Recipient Name:Recipient Email:Signing Order:Action:Access Code:Captive Recipient
```

- Leave the part empty for no code, for example `1:Jane Doe:jane@example.com:1:Signer::false`.
- Use any text without a colon (`:`) or a pipe (`|`), because these separate the parts and the recipients.
- Usually the code comes from a field on your record. For example, a formula text field **Manager Code** with `Left([Manager Name], 3) & Right([Manager Email], 4)` gives `Joh.com` for John Doe, johnd@example.com. Then the manager's entry is:

```
"|2:" & [Manager Name] & ":" & [Manager Email] & ":2:Signer:" & [Manager Code] & ":false"
```

- Pick a code the recipient can't easily guess, and one that isn't printed in the document.
- After the agreement is sent, the code is saved in the **Access Code** field of that recipient's JuicedSign Recipients record. See [JuicedSign tables and fields](/quickbase-extensions/docs/3-juicedsign-tables-explained).

## How the recipient gets the code

- When it's the recipient's turn, JuicedSign sends two emails: the signing email, and a separate email with the code.
- The code email has the subject *Your JuicedSign Document Access Code for the Agreement - <agreement ID>*. It shows the code, and asks the recipient not to share it.
- If you resend the agreement, the code email is sent again. Reminder emails don't include the code.
- You can also give the code to the recipient yourself, for example by phone.
- The access code isn't the **Access Token** at the bottom of the signing email. The token is another way to open the agreement. See [The signing experience](/quickbase-extensions/docs/the-signing-interface#access-token).

## What the recipient sees

1. The recipient selects **Click to review** in the signing email.
2. Instead of the document, the page shows **Enter your access code**. The recipient enters the code and selects **Enter**.
3. If the code is right, the agreement opens. See [The signing experience](/quickbase-extensions/docs/the-signing-interface).
4. If the code is wrong, the page shows *Note! The code that you entered is invalid…* and *Number of attempts remaining: N*. The recipient can try again.

- The recipient has 5 tries in total. After the fifth wrong code, the page shows *Maximum number of tries exceeded*, and the recipient can't open the agreement until you reset the counter.
- The tries count across visits. Closing the page and opening the link again doesn't give more tries.

## Reset the counter

After the fifth wrong code, JuicedSign emails the sender. The subject is *Reset JuicedSign Security Access Code for : <recipient name>*.

1. Open the reset window in one of two ways:
  - In the sender email, select **Click to reset counter**.
  - On the recipient's JuicedSign Recipients record, select **Reset Security Code Counter**. The wizard adds this button.
2. The **Reset recipient access code** window opens. Optionally, enter why you're resetting the counter in **Enter reason here**.
3. Select **SUBMIT**. The window confirms that the counter is reset to zero.
4. Tell the recipient to open the original signing email and select **Click to review** again.

- The code doesn't change. Only the number of tries goes back to zero, so the recipient has 5 new tries.
- JuicedSign doesn't email the recipient after a reset. You have to tell them.
- JuicedSign records the reset in the agreement history, with your IP address and browser details.
- Select **CLOSE** to leave without resetting.

## Access code tries and the email link limit

- The 5 access code tries are separate from the limit on how many times a recipient can open the email link.
- When a recipient goes over the link limit, the old link stops working and JuicedSign emails them a new link. See [When a signing link stops working](/quickbase-extensions/docs/manage-agreements#link-limit).