--- title: "Upgrade an older JuicedSign setup" slug: "upgrade-juicedsign" updated: 2026-10-09T17:41:41Z published: 2026-10-09T17:41:41Z canonical: "help.quickbase.com/upgrade-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. # Upgrade an older JuicedSign setup If JuicedSign was set up in your app with an older version, some newer features need fields your app doesn't have yet. This page explains how to upgrade, and what each version added. ## Upgrade with the wizard The easiest way to upgrade is the installation wizard's **Upgrade Setup** option. 1. Start the JuicedSign wizard from the Extensions Portal, and choose your app. See [Set up JuicedSign](/quickbase-extensions/docs/set-up-juicedsign). 2. On the Application step, choose **Upgrade Setup**. It's offered only if your app already has the Document Templates, JuicedSign Management, JuicedSign Recipients, and JuicedSign Recipient Tags tables. 3. Finish the wizard. It tells you that the app was upgraded, or that it's already on the current version and nothing else is needed. What Upgrade Setup does: - Adds any missing fields to the four JuicedSign tables, including the Tags Configurator fields on Document Templates. - Adds new choices to existing fields, such as new tag types in **Type of Tag**, and new fonts, sizes, and colors. What it doesn't do: - It doesn't change the table you send from. It doesn't add or update **Send to JuicedSign**, **Preview Agreement**, **Signed Document Info**, **JuicedSign Batch Arguments**, or **JuicedSign Error Details** there. - It doesn't rewrite the formulas of fields you already have, such as buttons. - To update those, run a full JuicedSign setup on the table, or ask support. If you add fields yourself, use the exact name and field type shown on this page. A field with the right name but a different type isn't recognized. ## Which version do I have? The version shown in JuicedSign's windows is the version of the JuicedSign service, not of the setup in your app. To see what your app has, look for these fields. Each one means your setup is at least that version: | If your app has | Your setup is at least | | --- | --- | | **Type of Tag** choices *Initials*, *Signature (Name Editable)*, *Initials (Inits Editable)* | [2.0](/quickbase-extensions/docs/upgrade-juicedsign#v2) | | **Type of Tag** choice *Approve or Decline*; **QBDefaultfid** and **Ignore if Not Present** in JuicedSign Recipient Tags | [3.0](/quickbase-extensions/docs/upgrade-juicedsign#v3) | | **Type of Tag** choice *Checkbox*; **QB User Email** in JuicedSign Management | [4.0](/quickbase-extensions/docs/upgrade-juicedsign#v4) | | **Button Text** in JuicedSign Recipient Tags | [4.5](/quickbase-extensions/docs/upgrade-juicedsign#v4-5) | | **Character Limit** and **Multiple Lines** in JuicedSign Recipient Tags | [5.0](/quickbase-extensions/docs/upgrade-juicedsign#v5) | | **Reset Security Code Counter** in JuicedSign Recipients; **JuicedSign Error Details** in JuicedSign Management; **Signed Document Info** on your table | [6.0](/quickbase-extensions/docs/upgrade-juicedsign#v6) | | A `configid=` in **JuicedSign Batch Arguments** | [7.0](/quickbase-extensions/docs/upgrade-juicedsign#v7) | If you're not sure, run Upgrade Setup. It adds only what's missing. ## Version 7.0 What's new: - **Unsubscribe and resubscribe** for recipients. See [Unsubscribe and resubscribe](/quickbase-extensions/docs/unsubscribe-option). - **Access codes by email**: JuicedSign emails each recipient their access code. See [Access codes](/quickbase-extensions/docs/access-codes). - **Temporary tokens** on every button, for web and batch, for Quickbase's enhanced security. - **Batch configurations**: batch runs are checked against a batch configuration. See [Batch configuration](/quickbase-extensions/docs/batch-processing#batch-configuration). - Required fields can be filled in after the signature and initials tags. To upgrade: - Unsubscribe needs no changes in your app. - Buttons from older setups don't send a temporary token. If your account uses Quickbase's enhanced security, older buttons stop working. Run a full JuicedSign setup to get new buttons, or ask support to update them. - For batch, the **JuicedSign Batch Arguments** field needs a `configid=`. See [Use a configuration in batch runs](/quickbase-extensions/docs/batch-config-portal-use). ## Version 6.0 What's new: - **Access codes**, with a counter you can reset. See [Access codes](/quickbase-extensions/docs/access-codes). - **Documents from and to other places**: Amazon S3, Dropbox, and file fields in another table. See [Button parameters](/quickbase-extensions/docs/send-to-juicedsign-button-parameters#document). - More detailed reasons when an email address fails the email check. - **Tooltips** on tags, from the tag's **Label** field. To upgrade: - Run Upgrade Setup. It adds **Access Code**, the **Reset Security Code Counter** button, **Resend Email Sent Date**, and **Resend Email Status** to JuicedSign Recipients, **JuicedSign Error Details** to JuicedSign Management, and **Label** to JuicedSign Recipient Tags. - Set access codes in the sixth part of the Recipient String. See [Recipients](/quickbase-extensions/docs/agreement-creation#recipients). - To save signed documents to S3, Dropbox, or another table, use `signeddocinfo` in your button instead of `signeddocfafid`. Your existing `signeddocfafid` keeps working. See [Where to save](/quickbase-extensions/docs/send-to-juicedsign-button-parameters#signeddocinfo). ## Version 5.0 What's new: - Text tags can have a **character limit** and **multiple lines**. - New landing pages for recipients: success, error, declined, finish later, and sign offline. - Better alignment of drawn signatures. To upgrade (optional), add to JuicedSign Recipient Tags: - **Character Limit**: Numeric. - **Multiple Lines**: Checkbox. ## Version 4.5 What's new: - **Button Text**: replace *Click to Sign* with your own text. - Allow or block **drawing** or **picking a style** for each recipient, with `draw` and `font` in the button. See [Choose how recipients sign](/quickbase-extensions/docs/agreement-creation#signature-options). - A Text tag's validation pattern must pass before the recipient can finish. To upgrade (optional): - Add **Button Text** (Text) to JuicedSign Recipient Tags. - Add `draw` and `font` to your **Send to JuicedSign** button if you want to limit how recipients sign. ## Version 4.0 What's new: - **Checkbox** tag. - **Ignore if Not Present** also works for Signature and Initials tags. - Save entries from line items back to sub-table records. See [Save entries back to sub-table records](/quickbase-extensions/docs/anchor-tagging-explained#sub-table-data). - A limit on how many times a signing link can be opened. - Agreements can be completed with Initials tags only. - Landscape PDFs. To upgrade: - Add the choice *Checkbox* to **Type of Tag** in JuicedSign Recipient Tags. - Optional: add **QB User Email** (Text) to JuicedSign Management, and `& "&qbuseremail=" & UserToEmail(User())` inside your button's `Base64Encode(...)`, to record who sent each agreement. ## Version 3.0 What's new: - **Approve or Decline** tag. See [Approve or Decline](/quickbase-extensions/docs/document-tags#approve-or-decline). - **Optional tags** with Ignore if Not Present, and **validation patterns** for Text tags. - Place tags by **page number and position** instead of anchor text. - **Default values** in tags from your record. - **Repeating tags**: one tag record, many tags. See [One tag, many places](/quickbase-extensions/docs/anchor-tagging-explained#repeating-tags). - **Batch**: create agreements automatically. See [Create agreements automatically (batch)](/quickbase-extensions/docs/batch-processing). To upgrade, in JuicedSign Recipient Tags: - Add the choice *Approve or Decline* to **Type of Tag**. - Add **QBDefaultfid** (Text) and **Ignore if Not Present** (Checkbox). - Make sure the table has **Page Number**, **X Position**, **Y Position**, **Validation Pattern**, and **Validation Message**, and that **Anchor String** isn't required. - For batch, you need **JuicedSign Batch Arguments** and **JuicedSign Error Details** on your table. Run a full JuicedSign setup to get them, with a batch configuration. See [Create agreements automatically (batch)](/quickbase-extensions/docs/batch-processing). ## Version 2.0 What's new: - Word documents, which JuicedSign converts to PDF. - Validation of tag entries by type, such as email, number, and date, and required or optional tags. - **Initials** tag, and editable signature and initials tags. See [Editable names and initials](/quickbase-extensions/docs/document-tags#editable-names). - An agreement is voided when a recipient chooses Print & Sign. - Recipients can open an agreement with the access token from the email. See [The signing experience](/quickbase-extensions/docs/the-signing-interface#access-token). - JuicedSign Account Settings and senders in the Extensions Portal. See [Account settings and senders](/quickbase-extensions/docs/management-portal). - A SHA-256 fingerprint is recorded for each document. To upgrade, add these choices to **Type of Tag** in JuicedSign Recipient Tags, spelled exactly like this: *Initials*, *Signature (Name Editable)*, *Initials (Inits Editable)*. ## Fields added after these versions Upgrade Setup also adds these, if your app doesn't have them: - The *Multiple Choice* tag type, and **Value for Multiple Choice**. - **Font Color TC**, for the color of typed signatures, initials, and the signed date. - The Tags Configurator fields: **JuicedSign PDF Template**, **Launch Tags Configurator**, and others on Document Templates and JuicedSign Recipient Tags. See [Tags Configurator](/quickbase-extensions/docs/new-recipient-tags-configurator). For every field, see [Document tags](/quickbase-extensions/docs/document-tags#tag-fields) and [JuicedSign tables and fields](/quickbase-extensions/docs/3-juicedsign-tables-explained).