---
title: "Wizard upgrade"
slug: "wizard-upgrade-from-step-3-above"
updated: 2026-10-09T18:21:11Z
published: 2026-10-09T18:21:11Z
canonical: "help.quickbase.com/wizard-upgrade-from-step-3-above"
---

> ## 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.

# Wizard upgrade

## Wizard upgrade

When you use the wizard for XL Docs, the [**Application information** step](https://help.quickbase.com/quickbase-extensions/docs/en/step-3-application-information) has an **Upgrade Setup** checkbox. Over time, XL Docs has gained features that need new fields on your Quickbase tables—for example, the fields used by the [XL Docs Configurator](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-configurator-installation). If XL Docs was installed in your app in the past and you want the latest features, use Upgrade Setup: the wizard adds all the new fields to your app.

1. On the **Application information** step, in the **Select a Quickbase Application** list (columns **Select**, **Application Name**, and **App ID**), select your app.
2. Below the list, check **Upgrade Setup**. (Leave **Authorize Only No Setup Required** unchecked.)
3. Select **Finish**. The wizard works out what your app needs to be up to date for XL Docs and adds it.

To reach the wizard for an app that already has XL Docs, go to the Extensions Portal and select **Setup** on the **XL Docs** tile, or **Authorize New App** on the XL Docs page—even though you aren't authorizing a new app. **Setup Table** skips **Application information**, so it doesn't show the checkbox.

### When fields were added

When the upgrade is finished, the wizard tells you what it added:

- *The Application <your app name> with Application ID - <your app ID> has been successfully upgraded.*
- *The following changes were made to your application:*
- **Selected Application:** a link to your app.
- **Added fields to these tables:** each table and the fields added to it. For example:
  - **Document Subtable Excel**: avlist, XL Docs Subtable Configurator
  - **Document Templates**: XL Docs Configurator

To close the wizard, select the **X** in the corner of its window.

### When the app is already up to date

If no changes are needed, the wizard says so: *The Application <your app name> with Application ID - <your app ID> is on the current version of XL Docs, no further action is needed from the Wizard.* and *You may now close this pop-up.* To close the wizard, select the **X** in the corner of its window.