---
title: "Docusign for Quickbase Finish"
slug: "docusign-for-quickbase-finish"
updated: 2026-10-09T18:21:34Z
published: 2026-10-09T18:21:34Z
canonical: "help.quickbase.com/docusign-for-quickbase-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.

# Docusign for Quickbase Finish

## Finish

When you select **Finish** on the **Docusign Setup** step, the wizard installs Docusign for Quickbase and shows the **Finish** step: a confirmation page that lists the fields and tables it added.

## The confirmation page

The **Finish** step shows, from top to bottom:

1. In bold: *Congratulations, you have successfully installed Docusign for Quickbase in your Quickbase Application!* followed by a link to the Docusign for Quickbase documentation.
2. *The following changes were made to your application:* followed by **Selected Table** (a link to the table you chose), **Added fields to these tables**, and **Created Tables**. The changes are listed below.

## What the wizard created

### Fields on the table you chose

The wizard adds about 25 fields to the table you chose in **Select Table to Setup**. If you entered a **Prefix for Labels**, every name below starts with that prefix.

| **Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Send to Docusign** | Formula - Text, with **Allow some HTML tags** | The button that creates the envelope and sends the document for signature, in a pop-up window. While the file field is empty, it shows *Upload File to Send via Docusign* in red instead. |
| **Refresh** | Formula - Text, with **Allow some HTML tags** | A *Refresh until the document appears* link, to reload the record while the signed document comes back. |
| Your file field and signer fields | File Attachment, Text | Only the ones you chose **Create a Field** for: the file to be signed, and each signer's name and email address fields. |
| **Docusign Email Subject**, **Docusign Email BodyMsg** | Formula - Text | The subject and message of the signing email. They start as *Please sign the document* and *Customize the email body message here...*; edit the formulas to change them. |
| **Docusign Email Recipients** | Formula - Text | The recipient string: one line per signer you set up, with the name and email fields, signing order, and signer type. See [Docusign email recipients](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-email-recipients). |
| **Docusign Document Info** | Formula - Text | The field ID of the file to be signed and the Record ID# of the document template to use. |
| **Reminder Delay**, **Reminder Frequency**, **Expire Warning**, **Expire After** | Formula - Numeric | Reminder and expiration settings, in days: reminders start after 3 days and repeat every 7, recipients are warned 3 days before the envelope expires, and it expires 120 days after it's created. |
| **Docusign Signed Document**, **Envelope Certificate** | File Attachment | Where the signed document and the Docusign certificate of completion are saved. |
| **Docusign Signed Docname**, **Document Type** | Formula - Text | The name of the signed file (*Docusign Signed Document*) and the document type (the table's name). |
| **Docusign Status**, **# of Docusign Agreements**, **# of Docusign Agreements Completed**, **Latest Envelope Record ID#** | Numeric (summary fields) | The status of the latest envelope, and how many envelopes the record has sent and completed. See [Docusign Status field](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-status-field). |
| **Docusign Recipients**, **Docusign Management** | Report Link | The record's recipients and envelopes. |
| **Docusign Batch Arguments** | Formula - Text | The parameters for sending envelopes in the background. An email notification that you create sends this field's value to the Docusign batch address. It includes the **configid** of the batch configuration and the type *dsconsole* (US) or *dsconsoleeu* (EU). |
| Batch email field (named **DocuSign Batch Email** in your app) | Formula - Email | The address for background runs: *dsconsole@mail.quickbasetools1.com*, or *dsconsoleeu@mail.quickbasetools1.com* for apps in the EU. |
| **Console Error Details** | Text | Background runs write error details here. |

For background runs, the wizard also creates a batch configuration for your app and adds its **configid** to **Docusign Batch Arguments**. See [Batch Config Portal overview](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-overview).

### Created tables

| **Table** | **Type** | **What it's for** |
| --- | --- | --- |
| **Docusign Management** | Table, related to the table you chose | One record per envelope: **Envelope Name**, **Envelope ID**, **Envelope Status**, **Envelope Subject**, **Completed Date**, and the reminder and expiration settings. It doesn't hold the files: fields such as **Signed document fafid** and **Signed document s3keyfid** store the field IDs (and Amazon S3 keys) that tell Docusign for Quickbase where the signed, merged, and certificate files are saved. Buttons: **Get Envelope Status**, **Void Envelope** (shown as *Void Agreement*), and **Add CC Recipient**. |
| **Docusign Recipients** | Table, related to Docusign Management | One record per recipient of an envelope: **Recipient Name**, **Recipient Email**, **Order**, **Status**, and the sent, delivered, signed, and declined dates. Buttons: **Change Recipient**, **Delete a Recipient**, **Re-send Envelope**, and **Request Signing Page**. |
| **Docusign Recipient Tags** | Table, related to Document Templates | The Docusign tags (tabs) to place on each template, such as *Sign Here*, *Date Signed*, and *Text*, with their position, font, and other properties. See [Docusign Recipient Tags](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-recipient-tags). |
| **Document Templates** | Table | Created only if your app doesn't have one yet. The wizard adds an **Add New Docusign Recipient Tag** button and a **Docusign Recipient Tags** report link to it. If you left **Record ID# of Document Template** blank, it also adds a sample template with sample recipient tags. |

The wizard doesn't create an email notification for background runs.

## Next steps

1. [Docusign Recipient Tags](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-recipient-tags): place the signature and data tags on your template.
2. [Docusign email recipients](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-email-recipients): change the signers, or add more than four.
3. [Docusign batch—create email notification](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-batch-create-email-notification): send envelopes automatically, in the background.
4. [Docusign for Quickbase features and functionality](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-for-quickbase-features-and-functionality): what else Docusign for Quickbase can do.