---
title: "Manage agreements"
slug: "manage-agreements"
updated: 2026-10-09T17:10:16Z
published: 2026-10-09T17:10:16Z
canonical: "help.quickbase.com/manage-agreements"
---

> ## 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.

# Manage agreements

## Follow an agreement

- Each agreement has a JuicedSign Management record, linked to the record you sent from. Its **Status** shows where the agreement is: Created, Delivered, Completed, Declined, Voided, or Expired.
- Each recipient has a JuicedSign Recipients record, linked to the JuicedSign Management record. It shows the recipient's status and dates.
- See [JuicedSign tables and fields](/quickbase-extensions/docs/3-juicedsign-tables-explained) for every field and status.

The buttons on these records:

| Button | On | Shows when |
| --- | --- | --- |
| **Void Agreement** | JuicedSign Management | The agreement isn't Completed, Declined, or Voided. |
| **Resend Email** | JuicedSign Recipients | The agreement is Delivered, and the recipient hasn't completed or declined. |
| **Captive Recipient Signing** | JuicedSign Recipients | The agreement is Delivered, the recipient signs in person, and hasn't completed or declined. |
| **Reset Security Code Counter** | JuicedSign Recipients | Always. Use it when a recipient used up their access code tries. |

## Void an agreement

Void an agreement to stop it, for example when the document was wrong or the deal changed.

1. On the JuicedSign Management record, select **Void Agreement**. The **Void Agreement** window shows the agreement ID, subject, and status.
2. Enter the reason. A reason is required.
3. Select **VOID AGREEMENT**. The window shows *Agreement with agreement ID … has been voided successfully.*

- The status changes to Voided, and the reason is saved in **Reason to Void Agreement**.
- JuicedSign emails the recipients up to the current signing order, with the reason. Recipients later in the order never hear about the agreement.
- Recipients can no longer open or sign the agreement.
- You can't undo a void. To send again, fix the record and select **Send to JuicedSign** to create a new agreement.
- You can't void a Completed, Declined, or Voided agreement. The window shows *You cannot void an agreement that is already …*
- An agreement is also voided when a recipient chooses to print and sign on paper. See [The signing experience](/quickbase-extensions/docs/the-signing-interface).

## Resend the signing email

Resend when a recipient lost or didn't get the email.

1. On the recipient's JuicedSign Recipients record, select **Resend Email**.
2. The window confirms: *Your request to resend an email to the recipient … is submitted successfully.*

- The recipient gets the signing email again, with their latest link. If they have an access code, the code email is sent again too. See [Access codes](/quickbase-extensions/docs/access-codes).
- You can only resend to a recipient whose turn it is. Otherwise the window shows *This recipient … is not in the signing order that is being processed currently…*
- If the record is out of date, the window shows *…it does not match with the status that we have in our records…* Refresh the record and try again.
- When the email was resent, JuicedSign fills in **Resend Email Sent Date**. If it couldn't resend, it fills in **Resend Email Status**.
- Recipients who sign in person don't get emails. Use **Captive Recipient Signing** instead.

### When a signing link stops working

- A signing link can be opened a limited number of times. You set the limit in Account Settings. See [Account settings and senders](/quickbase-extensions/docs/management-portal).
- When the recipient goes over the limit, the old link stops working. The page tells them they'll get a new email.
- JuicedSign then makes a new link and emails it to the recipient. The count starts again from zero.
- Older emails still have the old link. Tell the recipient to use the newest email. If you resend, the resent email has the new link.

## Reopen signing for an in-person signer

- If an in-person signer closed the signing page before finishing, select **Captive Recipient Signing** on their JuicedSign Recipients record. The signing page opens again, on your screen, for them to sign.
- See [In-person signer](/quickbase-extensions/docs/agreement-creation#in-person-signer).

## Reset an access code counter

- If a recipient entered the wrong access code 5 times, select **Reset Security Code Counter** on their JuicedSign Recipients record.
- See [Access codes](/quickbase-extensions/docs/access-codes#reset-the-counter).

## What JuicedSign does on its own

- **Reminders**: recipients whose turn it is get reminders, based on the agreement's reminder delay and frequency.
- **Expiration**: recipients get a warning before the agreement expires. When it expires, the status changes to Expired, and the agreement can no longer be signed.
- **Completion**: when everyone has finished, the status changes to Completed. JuicedSign saves the signed document and emails it to the recipients.
- **Decline**: if a recipient declines, the status changes to Declined, and the agreement stops.

To change the reminder and expiration days, see [Button parameters](/quickbase-extensions/docs/send-to-juicedsign-button-parameters#reminders-and-expiration). For the emails, see [Emails and the certificate](/quickbase-extensions/docs/email-messaging).