---
title: "Set up JuicedSign"
slug: "set-up-juicedsign"
updated: 2026-10-09T17:10:13Z
published: 2026-10-09T17:10:13Z
canonical: "help.quickbase.com/set-up-juicedsign"
---

> ## 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.

# Set up JuicedSign

## 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](/quickbase-extensions/docs/juicedsign).

- 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](/quickbase-extensions/docs/management-portal).
- 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](/quickbase-extensions/docs/upgrade-juicedsign).

## 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](/quickbase-extensions/docs/3-juicedsign-tables-explained).

## 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

1. On your Document Templates record, upload the PDF you'll send to the **JuicedSign PDF Template** field.
2. Place the tags for each recipient. See [Tags Configurator](/quickbase-extensions/docs/new-recipient-tags-configurator) or [Place tags with anchor text](/quickbase-extensions/docs/anchor-tagging-explained).
3. On a record, select **Preview Agreement** to check the tags, then **Send to JuicedSign**. See [Send an agreement](/quickbase-extensions/docs/agreement-creation).