Keith so how do Install the template?  I have downloaded the template but don't see the option to save to Quickbase like the Exact forms have on their file menu.

Hi Brian,  unfortunately, its not that simple.  You won't see an option in word for our utility like you do for QB Exact Forms.  Our process is a little create a word document, that acts like a template, and upload it to your QB app.  

This is a premium utility that requires a monthly subscription.  We will help you configure your QB app to use this utility if you decide to subscribe.
Once your app is configured, we have to set you up on our webserver to allow you to gain access to the utility.

QB Application changes required to your app...
  - create a new table in you QB app called Document Templates.
  - create your word document template and upload it to this new table.
  - create a File Attachment field in yor "Parent" table to store the generated Word document.
  - create a formula URL field in you "Parent" table to execute our utility. 

Please email me if you are still interested and I will provide you with pricing.

Thank you,
Created on Jan. 30, 2009 at 10:44 AM (EST). Owned by Anonymous.
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When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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