---
title: "Document Portal Finish"
slug: "document-portal-finish"
updated: 2026-10-09T18:21:45Z
published: 2026-10-09T18:21:45Z
canonical: "help.quickbase.com/document-portal-finish"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Portal Finish

## Finish

Once the wizard has completed the installation, there is a confirmation page that lists all the fields or tables that were created or updated. It opens with **Congratulations, you have successfully installed Document Portal in your Quickbase Application!** and a link to the Quickbase Tools Documentation for the features and functionality of Document Portal.

Below that, under **The following changes were made to your application**, the page shows:

- **Selected Table**—a link to view the parent table you set up (the table you chose in **Select Table to Setup**).
- **Added fields to these tables**—the fields the wizard created, grouped by table. For example, with a parent table named *Parents* and a File Details Table named *Childs*:
  - *Parents*: **Document Portal** and **Document Portal - Mobile** (the buttons that launch the portal)
  - *Childs*: **File Name**, **File Type**, **File Size**, **File Uploaded**, and **Document Portal - File Attachment**

The exact fields listed depend on the options you chose in the [Document Portal Setup](https://help.quickbase.com/quickbase-extensions/docs/en/document-portal-setup) step.

## What the wizard created

| **Table/Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Document Portal** (parent table) | Formula - Text, with **Allow some HTML tags** (button) | Opens the Document Portal for the record in a pop-up window. |
| **Document Portal - Mobile** (parent table) | Formula - URL (button) | Opens the Document Portal in a new window, for phones and tablets. |
| **Document Portal Directory** (parent table; Amazon S3, Dropbox, or Egnyte) | Text | The record's folder in your cloud storage. |
| File Details Table (with **Store File Details**) | Table | One record per file. If you chose to create it, the wizard creates it with the name you entered and relates it to the parent table with a **Related <parent table>** field. When the wizard creates that relationship, it also adds a report link to the parent table that lists each record's files. |
| **File Name**, **File Type** | Text | The file's name and type. |
| **File Size** | Numeric | The file's size. |
| **File Uploaded** | Checkbox | Shows that the file was uploaded. |
| **Cloud Key** (Amazon S3, Dropbox, or Egnyte) | Text | The file's key in your cloud storage. |
| **<File Details Table> - Cloud Directory** (Amazon S3, Dropbox, or Egnyte) | Lookup | The parent record's **Document Portal Directory**. |
| **View File** (Amazon S3, Dropbox, or Egnyte) | Formula - URL | Downloads the file from your cloud storage. When the cloud is Amazon S3, Dropbox, or Egnyte, it opens the file with the [Extensions Downloader](https://help.quickbase.com/quickbase-extensions/docs/en/extensions-downloader-overview). |
| **Document Portal - File Attachment** (Quickbase) | File attachment | Holds the file when you chose Quickbase as the cloud. |

With **Store on Cloud Only**, the wizard doesn't use a File Details Table, so only the parent-table fields are added.

## Next steps

1. Add the **Document Portal** button to your parent table's form, if it isn't there already.
2. Show more file details in the portal: [Add more columns to display](https://help.quickbase.com/quickbase-extensions/docs/en/add-more-columns-to-display).
3. Learn about storing files in the cloud only: [Cloud Only / No Details Mode](https://help.quickbase.com/quickbase-extensions/docs/en/cloud-only-no-details-mode).
4. Learn what Document Portal can do: [Document Portal overview](https://help.quickbase.com/quickbase-extensions/docs/en/document-portal-overview).
5. If you see a message you don't expect: [Document Portal messages and troubleshooting](https://help.quickbase.com/quickbase-extensions/docs/en/document-portal-messages).
6. If a **View File** link doesn't open the file: [Extensions Downloader messages and troubleshooting](https://help.quickbase.com/quickbase-extensions/docs/en/extensions-downloader-messages).