---
title: "PDF Stamper setup type"
slug: "pdf-stamper-setup-type"
updated: 2026-10-09T18:21:28Z
published: 2026-10-09T18:21:28Z
canonical: "help.quickbase.com/pdf-stamper-setup-type"
---

> ## 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.

# PDF Stamper setup type

## PDF Stamper installation wizard—setup type

The **Setup Type** step is the first extension-specific step of the PDF Stamper wizard. It comes after [Authorization](https://help.quickbase.com/quickbase-extensions/docs/en/step-2-authorization) and [Application information](https://help.quickbase.com/quickbase-extensions/docs/en/step-3-application-information). If you start the wizard with **Setup Table** on an app that's already authorized, the wizard uses the token on file and opens at this step.

The wizard window is titled **PDF Stamper Set-up**. The steps are listed on the left: **Authorization**, **Application Information**, **Setup Type** (this step), **PDF Stamper Setup**, and **Finish**. When your choices need them, the wizard adds optional steps before **Finish**, such as **Application Token** for bulk document generation.

PDF Stamper always stamps your data onto a PDF template, so there's no choice of template kind on this step. Under **Select the Setup Type**, choose one option:

- **Single Document Generation** (selected by default)
- **Bulk Document Generation**—also adds the **Application Token** step before **Finish**. If you switch back to **Single Document Generation**, the step is removed.

Below the choices, select **Single Document Generation +** or **Bulk Document Generation +** to expand a short description of each option. The options are described below. This step has no required fields. Select **Next** to continue, or **Previous** to go back.

### Single document generation

Use this to create a stamped PDF from a record. The wizard installs PDF Stamper on your "master" table—the table whose records the documents are for—with a **Stamp the Document** button that opens a new tab and can show the document in your browser after it's created. This is typically used to create one document at a time. However, with the *&msqry* parameter you can create up to 50 documents with one button click; see [PDF Stamper formula URL parameters](https://help.quickbase.com/quickbase-extensions/docs/en/pdf-stamper-formula-url-parameters).

> [!NOTE]
> Note
> 
> This setup also lets you create documents automatically, with no button click—for example, when a record is saved. The wizard adds the **PDF Stamper Batch Processing Arguments**, **PDF Stamper Batch Trigger Field**, and **Execute PDF Stamper Batch** fields to your table. To use them, create an email notification that "triggers" document creation; see [PDF Stamper email notification](https://help.quickbase.com/quickbase-extensions/docs/en/pdf-stamper-email-notification-new-navigation).

### Bulk document generation

Use this to create many documents at once—more than 50. This setup creates two new tables:

- **PDF Stamper Batch Processing**—a "control" table that drives document creation for records in another table in the app. For example, to create project documents for all projects, you start one run from a control record instead of stamping each project's document separately.
- **PDF Stamper Batch Processing Logs**—a log with the status of each document creation run.

> [!NOTE]
> Note
> 
> This setup uses the **Batch Processing Arguments** field on **PDF Stamper Batch Processing** and an email notification to "trigger" document creation. See [PDF Stamper email notification](https://help.quickbase.com/quickbase-extensions/docs/en/pdf-stamper-email-notification-new-navigation).

Next: [PDF Stamper setup](https://help.quickbase.com/quickbase-extensions/docs/en/pdf-stamper-setup).