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Record ID#
Company Name
My Name
My Contact Info
Sample Record
Document Source
DocuSign Account
Application Name
Table Name
Sample File
Sign Off Type
Email Subject Message
Email Message
Return from Docusign
Stored In
Date to
Please provide information you'd like to receive back
and the fields the information should be saved in.
Merged File Name
Signed File Name
COC File Name
Docusign setup recips
In-Person Signer Name
Link to sample
1 Juiced Technologies, Inc.     This is a sample record;  used for this demo application as it was being setup for DocuSign integration I will be using Exact Forms Plus to generate the Documents to be sent to DocuSign no DEMO : DocuSign for QuickBase Contracts Contract_DEMO_Prior to being setup.docx Send Email to Recipients to Sign Please sign/view contract - Contract#: [Record ID#]     1. The Signed Document AND the DocuSIgn Certificate of Completion merged into a single file Existing File Attachment Fields     Contract_[Record ID#]_executed     3 1 5 7 Yes Yes Docusign setup recips - I don't want to include a custom email message, I already set up a generic email address in my docusign account
 - I want to copy an special email address on all documents, I included that in the recipient list above
 - I don't have a name field for the DEMO user so hardcode the name to be "DEMO User"
  Click to see a sample setup record
Report Name *
Reports and Charts Panel
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Field label
Column heading override
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase 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, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase 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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