** Click each tab on this form to VIEW and/or DEMO the various features of Exact Forms Plus! **
The data in this PROJECTS table is just some sample data that will be used and displayed in the EF+ generated documents throughout this form
Quickbase
Maron Residence
Legend
Project Overdue    Task Overdue    On Time    Inactive
In-Progress
Low
10-05-2023
01-01-2024
01-01-2024
01-12-2024
MjA0fHZlMTg2NzY5NjA2ODI4MDhGOEo=
Maron Residence
Create a Document using Exact Forms Plus
Click either button to create a Basic Project document using EF+

The 2 buttons below show the 2 User Experiences that are offered with EF+. Both options are installed by default so you can choose which to use.

1. Open in Browser
2. Show Progress Bar
Note: when using the Progress Bar experience you need to click on the file attachment field to view the generated document.
EF+ Generated File
Exact Forms Plus can save the generated document in a file attachment field and it will update a date/time field to show the last time the file was created.
04-27-2024 02:03 AM
This example will take the file in the "File to Append to the EF+ PDF" field and append it to the generated PDF file
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&faid=104&efpdte=105"
& "&prefiles=34"
& "&addfiles=98"
& "&docfmt=pdf&stream=y"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
This example will take the file from a separate table and append it to the generated PDF file
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&faid=104&efpdte=105"
& "&addfiles=98." & [_DBID_SUPPORTING_DOCS] & ":" & [Supporting Doc Maximum Record ID#] & ":6"
& "&docfmt=pdf&stream=y"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
Screenshot from the EFP Configurator that shows the available grouping options and how to setup the subtable grouping
These are examples of the various ways we can format subtable data

1. Filtering the data
2. Controlling the column header alignment
3. Displaying a subtable within a cell of another subtable
4. Repeating columns and Item # Column

Click a button below to test each option
Below are some of the fields used in the examples
If ([# of Activities]=0, "No Activities for Task",
"~dbid=bknhzifm5,qry={'12'.EX." & [Task ID]& "},groupfid=6-7:l|B:::#45f159,align=c,clist=LT13:150.LT8:75.LT9:200~")
Want to save the EF+ document in a separate table? Use our repository functionality.
Project Summary
11-15-2023
Project Summary
Code behind the buttons
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=a"
& "&rpmap=14:63"
& "&rpuid=15:" & UserToEmail(User())
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=u"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=u"
& "&rpkfid=7"
& "&rpkval=" & URLEncode([Project Name])
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&amazons3=y&keyfid=10"
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=a"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
Separate Table called Documents
The EF+ BATCH PROCESSOR is used for the following reasons:

1. To automatically create a single EF+ file based on some event (Record Added/Modified)
2. To generate MORE than 50 Documents in a single button click
In this example we are showing the automatic single EF+ file creation when a record is modified.
Using our Signatures for Quick Base add-on...Sign off on this record and which will automatically trigger a pdf to be generated with the EF+ Batch Processor

After Signing the screen, click the EF+ Batch Processor tab above to see the updated pdf file
Sign Off
signature_bknf8jnve_6.gif
 11-16-2023 03:21 PM Refresh
This field is used by the EF+ Batch Processor and is included in the message body of the email notification sent by Quick Base when the signature is saved.
clientid=Q2 appid=bknf8jnuy tpdbid=bknf8urc7 tpid=1 fn=ProjDoc_Batch_772 msid=6 msdb=bknf8jnve faid=104 efpdte=105 msdbefid=263 addfiles= docfmt=pdf apptoken=bc2auypci7h9pjqudrw2vki3id errdbid=brwx76vsh errmsgfid=6 errrfid=10 errrfidval=6 errargsfid=7 type=efpbatchdemo
PROCESS COMPLETED_4/4/2024 10:13:54 AM
Click here to generate multiple documents in a single button click using EF+--> MultiRecord Processing
Click here to use the EF+ Batch Processor to generate multiple documents in a single button click using --> EF+ Batch Processor
This example shows how you can use EF+ to clear out fields after a document is created.

To Demo
1. Edit this record
2. Enter data into the 2 fields below
3. Save the record
4. Click the Create and Clear button
5. Refresh the screen
6. View the PDF - the text you entered should appear in the pdf
7. the 2 fields below should be empty

The parameter used in the url field to clear the fields is: &clear=174.175

04-26-2024 07:54 PM
EF+ has a few functions that you can include in your document template to do the following:
1. Format Dates
2. Converting Numbers to Words
3. Creating Barcodes
Create Special Functions PDF
Number to Words Lower Case
 Click here for Help with functions
02-12-2007 11:01 PM
$1.00 1
$10.00 10
$100.00 100
$1,000.00 1000
$10,000.00 10,000
$100,000.00 100,000
$1,000,000.00 1,000,000
$1.99 1.99
$99.99 99.99
$999.99 999.99
$9,999.99 9999.99
$99,999.99 99,999.99
EF+ can save files outside of Quick Base in the following Cloud Storage Services:

1. Amazon S3
2. DropBox
Create Project PDF(Amazon S3) ProjDoc_6_bknf8jnve.pdf Download from S3
Create Project PDF(Dropbox) 1-ProjDoc_249_6.pdf Download from DB 08-29-2023 03:18 PM
EFP Batch - Save to Cloud
Yes  
PROCESS COMPLETED_8/29/2023 3:18:13 PM
clientid=Q1482 appid=bknf8jnuy tpdbid=bknf8urc7 tpid=1 fn=ProjDocCloud772 msid=6 msdb=bknf8jnve faid= efpdte=351 msdbefid=355 addfiles= docfmt=pdf apptoken=bc2auypci7h9pjqudrw2vki3id dropbox=y dropboxkeyfid=214 dropboxdir="QuickBase Sync/EFPDEMO" errdbid=brwx76vsh errmsgfid=6 errrfid=10 errrfidval=6 errargsfid=7 type=efpbatchdemo
Create 4x6 Labels for each related Task record for this Project
To DEMO the Mailing Labels functionality of EF+ the link below will take you to a separate Quick Base application

CLICK TO DEMO MAILING LABELS IN EXACT FORMS PLUS

Create a custom 4x6 label
---------------------------------------------------------------------------------------
11-02-2018
ABC-1989
504
Widget XYZ
102-0990
125
1 of 2
Testing 123
This is the details which can be on the label...
John Smith
099
12-14-2018
Sample Task Data displayed in subtables in the generated documents
Sample Activity Data displayed in subtables in the generated documents
test 1
test 2

test       
ClientProjectManagerDateDate EndedStatusRecord idDocument #
QuickbaseMaron Residencematthewt@juicedtech.com01-01-202401-12-2024In-Progress66
Client: Quickbase
Notes: Maron Residence
Write Off Request$125
    Base Rent$125
------
Row 1, Column 1 Row 1, Column 2
Row 2, Column 1 Row 2, Column 2

Test a Rich Text Field

  • To see how it will display using Exact Forms Plus
  • Another bullet

A heading 1

A heading 2

col 1 col 2
col 3 col 4
col 5 col 6

 
  1. OWNERSHIP OF WORK PRODUCT; CONFIDENTIALITY Definitions. As used in this Section, and elsewhere in this Contract, the following terms have the meanings set forth below:

    (i)Consultant/Contractor Intellectual Property means any intellectual property owned by Consultant/Contractor and developed independently from this Contract.

    (ii) Third Party Intellectual Property means any intellectual property owned by parties other than


TEST TEST

Ssss‘XX

Ssss’XX

Nonprofit Focus

At CapinCrouse, we only serve nonprofits. For over 50 years, the firm has served universities and seminaries, domestic and international outreach organizations, foundations, media ministries, rescue missions, relief and development organizations, churches and denominations, and many others by providing support in the key areas of financial integrity and security. In addition, CapinCrouse professionals regularly contribute to policy decisions that impact our nation’s nonprofit entities. As a result of this extensive experience, we have a deep understanding of nonprofit operations and know the ever-changing needs and the importance of financial accountability in this unique environment.

More importantly, our differentiation is about higher purpose. We understand and support the goals that are the hallmark of your organization's vision. We firmly believe that the mission and success of our clients is more important than our own, and view our role as an extension of your staff, working with them to fulfill your mission and your vital work in the community. Our goal is to contribute to the success of your nonprofit by helping you maintain sound financial and accounting practices that are designed to minimize your risk and maximize your stewardship.

Mission

It is our mission to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed.

Values

Character Competence Relationships Performance Outcomes
Honor God and serve others by maintaining integrity and being humble, truthful, accountable, self-aware, and self-disciplined. Continually pursue and demonstrate professional preparedness and expertise that empowers clients, colleagues, and self. Maintain high trust and accountability, keep commitments, show respect and care for others, and seek to be understood, not just heard. Positively impact clients and colleagues through our commitment to professional excellence, ongoing investment and development, rigorous quality assurance, & timeliness. Accomplish the firm’s mission by contributing to our clients’ success as measured in people served and needs met.
 

CapinCrouse’s values reflect our commitment to serve our clients with excellence and to provide our employees with a supportive and enriching work environment.

 
 
 
 
 

National Presence


Our team of over 200 professionals serves nonprofit clients throughout the United States. With a network of offices across the nation, CapinCrouse provides the depth of resources and expertise of a national firm while maintaining the personal touch and caring relationship of a local firm.
 

Clients Served

Empowering nonprofits is more than a niche in our portfolio — it is our entire focus and our mission. We don’t just understand the context of your organization — we understand and support your mission.

 
1,500 Nonprofit clients nationwide, including:
400+ 200+ 140+ 90+
Churches Outreach
organizations		 International
organizations		 Colleges, universities,
& seminaries
90+ 70+ 60+ 80+
Elementary &
secondary schools		 Foundations Denomination
entities		 Employee benefit
plans
60+ Countries where we serve clients
 
We only serve nonprofit organizations.
 

We believe the following differentiates our philosophy and approach to our audit services:
It is about much more than an auditor’s opinion. We recognize that there are many CPAs who can provide an opinion on your financial statements. Our clients offer us the opportunity to bring more to the relationship than merely our opinion. Our relationship is intended to be more about understanding the organization: its strategies and dreams, and helping identify the risks and resources necessary to succeed.

Awards and Recognition

CapinCrouse has been named an IPA 200 Firm by INSIDE Public Accounting (IPA) for six consecutive years. This annual ranking recognizes the 200 largest accounting firms in the United States, based on net revenue.
Additionally, we are honored to have been designated an Accounting Today Top Regional Leader for both 2021 and 2022. This is also an annual ranking of leading firms, based on net revenue.

Remote Capabilities

Long before 2020, CapinCrouse was at the forefront and ahead of many firms in implementing a service delivery model that features an effective remote work model. Over the past several years, CapinCrouse has invested in effective technology that allows us to provide a remote work environment for our team while maintaining the high level of service our clients have come to expect. As a result, our entire workforce is equipped and trained to serve you efficiently and effectively through remote capabilities. Your engagement team will discuss your specific needs and the process for your audit work with you.

Resources

We provide a wide range of resources to our clients that are continually updated and refined to provide the most recent information about trends, developments, and best practices.

  •  Articles   •  Nonprofit Issues Newsletter
  •  Blog Posts   •  Webcasts
  •  Conferences and Seminars   •  E-books
  •  Email Alerts  
 

Access to Additional Resources

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy.
When needed, we are able to provide our clients with access to the technical resources and bench strength of one of the largest accounting firms, combined with our hands-on, local service and knowledge.
 

Nonprofit Focus

At CapinCrouse, we only serve nonprofits. For over 50 years, the firm has served universities and seminaries, domestic and international outreach organizations, foundations, media ministries, rescue missions, relief and development organizations, churches and denominations, and many others by providing support in the key areas of financial integrity and security. In addition, CapinCrouse professionals regularly contribute to policy decisions that impact our nation's nonprofit entities. As a result of this extensive experience, we have a deep understanding of nonprofit operations and know the ever-changing needs and the importance of financial accountability in this unique environment.

More importantly, our differentiation is about higher purpose. We understand and support the goals that are the hallmark of your organization's vision. We firmly believe that the mission and success of our clients is more important than our own, and view our role as an extension of your staff, working with them to fulfill your mission and your vital work in the community. Our goal is to contribute to the success of your nonprofit by helping you maintain sound financial and accounting practices that are designed to minimize your risk and maximize your stewardship.

Mission

It is our mission to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed.

Values

Character Competence Relationships Performance Outcomes
Honor God and serve others by maintaining integrity and being humble, truthful, accountable, self-aware, and self-disciplined. Continually pursue and demonstrate professional preparedness and expertise that empowers clients, colleagues, and self. Maintain high trust and accountability, keep commitments, show respect and care for others, and seek to be understood, not just heard. Positively impact clients and colleagues through our commitment to professional excellence, ongoing investment and development, rigorous quality assurance, & timeliness. Accomplish the firm's mission by contributing to our clients' success as measured in people served and needs met.
 

CapinCrouse's values reflect our commitment to serve our clients with excellence and to provide our employees with a supportive and enriching work environment.

 
 
 
 
 

National Presence


Our team of over 200 professionals serves nonprofit clients throughout the United States. With a network of offices across the nation, CapinCrouse provides the depth of resources and expertise of a national firm while maintaining the personal touch and caring relationship of a local firm.
 

Clients Served

Empowering nonprofits is more than a niche in our portfolio — it is our entire focus and our mission. We don't just understand the context of your organization — we understand and support your mission.

 
1,500 Nonprofit clients nationwide, including:
400+ 200+ 140+ 90+
Churches Outreach
organizations		 International
organizations		 Colleges, universities,
& seminaries
90+ 70+ 60+ 80+
Elementary &
secondary schools		 Foundations Denomination
entities		 Employee benefit
plans
60+ Countries where we serve clients
 
We only serve nonprofit organizations.
 

We believe the following differentiates our philosophy and approach to our audit services:
It is about much more than an auditor's opinion. We recognize that there are many CPAs who can provide an opinion on your financial statements. Our clients offer us the opportunity to bring more to the relationship than merely our opinion. Our relationship is intended to be more about understanding the organization: its strategies and dreams, and helping identify the risks and resources necessary to succeed.

Awards and Recognition

CapinCrouse has been named an IPA 200 Firm by INSIDE Public Accounting (IPA) for six consecutive years. This annual ranking recognizes the 200 largest accounting firms in the United States, based on net revenue.
Additionally, we are honored to have been designated an Accounting Today Top Regional Leader for both 2021 and 2022. This is also an annual ranking of leading firms, based on net revenue.

Remote Capabilities

Long before 2020, CapinCrouse was at the forefront and ahead of many firms in implementing a service delivery model that features an effective remote work model. Over the past several years, CapinCrouse has invested in effective technology that allows us to provide a remote work environment for our team while maintaining the high level of service our clients have come to expect. As a result, our entire workforce is equipped and trained to serve you efficiently and effectively through remote capabilities. Your engagement team will discuss your specific needs and the process for your audit work with you.

Resources

We provide a wide range of resources to our clients that are continually updated and refined to provide the most recent information about trends, developments, and best practices.

  •  Articles   •  Nonprofit Issues Newsletter
  •  Blog Posts   •  Webcasts
  •  Conferences and Seminars   •  E-books
  •  Email Alerts  
 

Access to Additional Resources

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy.
When needed, we are able to provide our clients with access to the technical resources and bench strength of one of the largest accounting firms, combined with our hands-on, local service and knowledge.
 


CLIENT/POA AUTHORIZATION:

I, Maron Residence, authorize Senior Planning Services and its agents to obtain any and all information associated with the SSN(s) listed above. I acknowledge that this authorization is for all future requests as well.



(SIGNATURE)
To create 508 Compliant PDFs, add url parameter
accessible=y
Create 508 PDF
508CompliantPDF_6.pdf
EFP
GROUPING FIELDS IN EFP SUBTABLES
simply re-orders the table to show those grouped values. If you'd like to consolidate several records with a similar value in your sub-table, you can use Formula Queries to do so!
The specifics on the formula queries used in this demo are present when you add an Item to a project (button below.)
02-07-2024 10:44 AM
                                                                                                             
                         
We used this formula query in this example: SumValues(GetRecords("{9.EX.'"&[Project Name]&"'}AND{12.EX.'"&[Stage]&"'}"), 14)
Items
Use the formula below to show a Link to Download a File Attachment in a PDF
var Text url = URLRoot() & "up/" &Dbid() & "/a/r" & [Record ID#] & "/e287/v0";

var Text correctedURL = SearchAndReplace($url, "https://", "");

"<a href=\"" & $correctedURL & "\" > " & [File to Download] & "</a>"
Included field id ~286~ in the Document Template
Handling Multiple Address fields in a document.
The Quickbase api doesn't prefix each piece of the address field properly, so an error is thrown by EF+ when multiple address fields are included in the templates clist.
The work around is to create new formula text fields for the additional address field(s).
FIRST ADDRESS FIELD
Address 1: Street  1                fid 294
Address 1: Street 2                fid 295
Address 1: City                        fid 296
Address 1: State                     fid 297
Address 1: Postal Code       fid 298
Address 1: Country               fid 299
3505 Veterans Memorial Highway, Ronkonkoma, New York 11779

SECOND ADDRESS FIELD
Address 2: Street  1                   fid 301
Address 2: Street 2                   fid 302
Address 2: City                           fid 303
Address 2: State                         fid 304
Address 2: Postal Code          fid 305
Address 2: Country                  fid 306
450 Washington St, Boston, Massachusetts 02111

These fields were created to handle the additional address field
450 Washington St 450 Washington St
FORMULA CODE:
[Address 2: Street 1]&" "&[Address 2: Street 2]
Boston, Massachusetts 02111
FORMULA CODE:
[Address 2: City]&", "&[Address 2: State/Region]&" "&[Address 2: Postal Code]
Created on Feb. 12, 2007 at 11:01 PM (EST). Last updated by Keith Jusas today at  2:03 AM (EDT). Owned by Keith Jusas.
Keith Jusas
Keith Jusas
Show fields from Show fields from Show fields from a related table
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
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.

We're glad you're interested in doing more with Quickbase!

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