Set up with the installation wizard
You set up JuicedSign in your app with the Quickbase Extensions installation wizard. Open it from the JuicedSign tile in the Extensions Portal: select Setup. For step-by-step instructions, see JuicedSign in the installation wizard.
The first time your company sets up JuicedSign, the wizard also asks for your account defaults: the default sender, reminder and expiration days, and optional branding. You can change these later. See Account settings and senders.
To use JuicedSign from another table, run the wizard again for that table. To set it up twice on the same table, use Prefix for Labels.
If your app already has JuicedSign from an older version, use the wizard's Upgrade Setup option instead. See Upgrade an older JuicedSign setup.
What the wizard adds
Your table: the Send to JuicedSign and Preview Agreement buttons, and fields for the document, recipients, subject, message, reminders, expiration, and signed documents.
New tables: JuicedSign Management, JuicedSign Recipients, and JuicedSign Recipient Tags. The wizard also adds Document Templates if your app doesn't have it.
See JuicedSign tables and fields.
Don't change the values the wizard adds
The Send to JuicedSign, Preview Agreement, and batch formulas contain values the wizard fills in for your account, app, tables, and fields. Leave them as they are. Changing them can stop JuicedSign from creating agreements.
After setup
On your Document Templates record, upload the PDF you'll send to the JuicedSign PDF Template field.
Place the tags for each recipient. See Tags Configurator or Place tags with anchor text.
On a record, select Preview Agreement to check the tags, then Send to JuicedSign. See Send an agreement.