JuicedSign Setup In Your Quickbase App

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In this video, you'll learn how to set up JuicedSign in your Quickbase app. We'll use a Contract Management application for the demo, incorporating Exact Forms Plus to generate documents for signing with JuicedSign. Discover how to effectively manage, track, and send agreements in Quickbase, with real-time updates at each stage of the approval process, all directly within your Quickbase application.
Time Stamps:
00:00 – Introduction
02:13 – Authorizing the Application for JuicedSign Setup
06:29 – Overview of JuicedSign Management, Recipients, and Recipient Tags Table
08:15 – Best Practices for Setting Up the Master Table
22:58 – Document Templates Table Setup
29:58 – Configuring Juiced Recipient Tags
34:32 – Running the EFP Template
42:20 – Signing the Document as the Recipient and Real-Time Contract Management Insights
44:00 – Q&A Session