Edit an Exact Form

This topic refers to functionality that is not available to accounts on the QuickBase Essential plan. If the functionality described here does not match what you're seeing in QuickBase, your account is probably on this plan.

Use QuickBase's exact form feature to generate documents that contain data from your QuickBase application. To learn how to download the Exact Forms Template and begin the process of creating an exact form, please read Creating an Exact Form.

Once you've downloaded the template, and created a form you can access it for editing at any time.  (Need help with the actual formatting? Read about customizing exact forms).

To edit an Exact form:
  1. Open the Exact forms template.

    To do so, double-click the QuickBase Exact Forms.dot file you downloaded from QuickBase. Read Creating an Exact Form to learn more.

  2. Within Microsoft Word, select File > Open from QuickBase.

  3. In the dialog box that appears, enter your QuickBase user name and password, and click Sign In to sign in to QuickBase.

    Note: If your application exists on a custom URL, like mycompany.quickbase.com, you must replace the text that QuickBase inserts in the QuickBase Domain field with your own custom domain.

  4. From the QuickBase Tables list, select the name of the application and that contains the form you want to edit.

  5. From the QuickBase Exact Forms list, select the form that you want to modify, and then click Open.

  6. Make the desired edits. (Read about customizing exact forms.)

  7. Save the form.

    If you want to save your changes to the existing form select File > Save to QuickBase. A confirmation prompt appears telling you that QuickBase saved your form.

    If you want to create a new form which features your edits, select File > Save to QuickBase As. Then select the application and table where you'd like to save it.

  8. In the Exact Form Name box, type in a name for your form (for example, "Letter"), and click Save.

 

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