---
title: "JuicedSign Overview"
slug: "overview-1"
updated: 2026-10-08T16:27:41Z
published: 2026-10-09T17:11:58Z
canonical: "help.quickbase.com/overview-1"
---

> ## 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.

# JuicedSign Overview

## What JuicedSign does

- JuicedSign is an electronic signature and approval service built for Quickbase.
- You send a document from a record in your app. Your recipients review it and sign or approve it in their browser. JuicedSign saves the signed document, and the data recipients entered, back to that record.
- Each send creates an **agreement**: one document, its recipients, and the **tags** that show each recipient where to sign or what to fill in.

## How an agreement works

1. **Set up once.** The installation wizard adds the JuicedSign tables, fields, and buttons to your app. Then you place tags on your document template, with the Tags Configurator or with anchor text. See [Set up JuicedSign](/quickbase-extensions/docs/set-up-juicedsign).
2. **Send.** On a record, select **Send to JuicedSign**. JuicedSign checks the document, recipients, and tags, then creates the agreement with the status **Created**.
3. **Deliver.** JuicedSign emails the first recipient in the signing order, and the agreement becomes **Delivered**.
4. **Sign.** The recipient opens the link, agrees to use electronic signatures, fills in their tags, and signs or approves. JuicedSign then emails the next recipient.
5. **Complete.** When every recipient has finished, the agreement is **Completed**:
  - The signed document and the certificate of completion are saved to your record.
  - Every recipient gets an email with the signed document.
  - Values recipients typed into tags are saved to the fields you chose.

An agreement can also end before it's completed. See [Agreement statuses](/quickbase-extensions/docs/overview-1#agreement-statuses).

## Recipients

| Recipient | What they do |
| --- | --- |
| **Signer** | Signs or initials the document and fills in their tags. |
| **Approver** | A recipient whose tag is **Approve or Decline**. They approve or decline without a signature being added to the document, and they don't appear on the certificate of completion. Use it for internal approvals that later recipients don't need to see, for example a manager approving a quote over $100 before it goes to the customer. If they decline, they must give a reason. |
| **Receive a Copy** | Gets a copy of the document and doesn't need to do anything. |
| **In-person (captive) signer** | Signs right away, in the same window, after you select **Send to JuicedSign**. No email is sent. Only the first signer can sign in person. |

- Recipients act one at a time, in signing order. Each order number can have only one signer.
- You can require a recipient to enter an **access code** before they can open the agreement. See [Access codes](/quickbase-extensions/docs/access-codes).
- For every recipient, JuicedSign records when the agreement was delivered, opened, and signed, and the IP address and device used.

## What you can send

- One document per agreement: a PDF, or a Word document (.docx), which JuicedSign converts to PDF.
- Up to 20 MB.
- The document can come from a file attachment field, Amazon S3, or Dropbox. The signed copy can be saved to any of these.

## Agreement statuses

| Status | Meaning |
| --- | --- |
| **Created** | The agreement was created and is about to be emailed. |
| **Delivered** | It was emailed to the current recipient. |
| **Completed** | Every recipient finished. |
| **Declined** | A recipient declined. Their reason is saved in your JuicedSign Recipients table. |
| **Voided** | The sender voided it, or a recipient chose **Print & Sign**. Print & Sign means the recipient signs on paper, outside JuicedSign, so JuicedSign can no longer verify the document. |
| **Expired** | The expiration date passed before everyone finished. |

Each recipient also has a status: **Delivered**, **Opened**, **Completed**, **Declined**, or **Printed to Sign**. See [JuicedSign tables and fields](/quickbase-extensions/docs/3-juicedsign-tables-explained).

## Where to find things

- **Your table** (the one you send from): the **Send to JuicedSign** and **Preview Agreement** buttons, and the fields for the subject, message, recipients, reminders, expiration, and signed documents.
- **JuicedSign Management** and **JuicedSign Recipients**: one record per agreement and per recipient, with statuses and dates. These tables have the **Void Agreement**, **Resend Email**, and **Reset Security Code Counter** buttons.
- **Document Templates** and **JuicedSign Recipient Tags**: your templates and their tags, and the **Launch Tags Configurator** button.
- **Extensions Portal**, on the JuicedSign page, **JuicedSign Account Settings**: default reminder and expiration days, branding, and senders. See [Account settings and senders](/quickbase-extensions/docs/management-portal).

## Learn more

- [Set up JuicedSign](/quickbase-extensions/docs/set-up-juicedsign)
- [Account settings and senders](/quickbase-extensions/docs/management-portal)
- [JuicedSign tables and fields](/quickbase-extensions/docs/3-juicedsign-tables-explained)
- [Send an agreement](/quickbase-extensions/docs/agreement-creation)
- [Access codes](/quickbase-extensions/docs/access-codes)
- [Send to JuicedSign button parameters](/quickbase-extensions/docs/send-to-juicedsign-button-parameters)
- [Manage agreements](/quickbase-extensions/docs/manage-agreements): void, resend, reminders, and expiration.
- [Document tags](/quickbase-extensions/docs/document-tags)
- [Place tags with anchor text](/quickbase-extensions/docs/anchor-tagging-explained)
- [Tags Configurator](/quickbase-extensions/docs/new-recipient-tags-configurator)
- [The signing experience](/quickbase-extensions/docs/the-signing-interface)
- [Emails and the certificate of completion](/quickbase-extensions/docs/email-messaging)
- [Unsubscribe and resubscribe](/quickbase-extensions/docs/unsubscribe-option)
- [Create agreements automatically (batch)](/quickbase-extensions/docs/batch-processing)
- [Security](/quickbase-extensions/docs/security-and-legalities)
- [Messages and troubleshooting](/quickbase-extensions/docs/juicedsign-messages)
- [Upgrade an older JuicedSign setup](/quickbase-extensions/docs/upgrade-juicedsign)