---
title: "Exact Forms Plus finish"
slug: "exact-forms-plus-finish"
updated: 2026-10-09T18:21:02Z
published: 2026-10-09T18:21:02Z
canonical: "help.quickbase.com/exact-forms-plus-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.

# Exact Forms Plus finish

## Finish

When the wizard has completed the installation, the **Finish** step shows a confirmation page that lists the fields and tables it created or updated. The setup isn't complete yet: to create documents automatically (single) or to run bulk generation at all, you also create an email notification yourself. See [Next steps](/quickbase-extensions/docs/exact-forms-plus-finish#next-steps).

## The confirmation page

For **Single Document Generation** and **Bulk Document Generation**, the **Finish** step shows, from top to bottom:

1. In bold: *Congratulations, you have successfully installed Exact Forms Plus in your Quickbase Application!* followed by a link to the documentation on the features and functionality of Exact Forms Plus.
2. In bold: *Your setup for generating documents automatically is not finished!* followed by *You will need to set up an Email Notification on the <table> table!* <table> is the table you chose in **Select a Table**.
3. *Click here to view the steps to create an Email Notification to trigger Exact Forms Plus Batch to run:* and an **Email Notification Steps** link. Those steps are now in [Email notification setup](https://help.quickbase.com/quickbase-extensions/docs/en/efp-batch-processor-email-notification-setup).
4. *The following changes were made to your application:* followed by **Selected Table** (a link to the table you chose), **Added fields to this table**, and **Created Tables**. The changes are listed below.

For **Quickbase Native Document Template**, the first line reads *Congratulations, you have successfully installed Exact Forms Plus using a Native Document Template in your Quickbase Application!*, followed by the list of changes. There's no email notification message.

If you choose **Bulk Document Generation** for an app that already has all three batch tables, the wizard doesn't install anything. It shows *You already have Exact Forms Plus - Bulk Document Generation installed in this app!* and a link for requesting more bulk functionality for the app.

If the wizard isn't open inside the Extensions Portal, a **Close** button closes the window.

## What the wizard created

This table lists the main things the wizard creates, and in which setup. The full field lists follow it.

| **Table/Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Document Templates** (single and bulk) | Table | Holds your Exact Forms Plus templates. Each record has a **Template File** (the Word document) and the **EFP Configurator** button you use to set it up. |
| **Document Subtables** (single and bulk) | Table | Holds the related-data subtable configurations for a template, created with the **EFP Configurator**. |
| Template record (single and bulk) | Record in **Document Templates** | With **Use Standard Sample Template**, a record named *Sample Template*. With **Upload Custom Template**, a record named after your file. With **Use an Existing Template**, no new record; the wizard uses the Record ID# you entered. |
| **EFP Document** | File attachment | Where the created document is saved on the record. |
| **EFP Date** | Date/Time | When the document was last created. |
| **Generate EFP Document (PB)** (single and native) | Formula - Text, with **Allow some HTML tags** (button) | Creates the document and shows its progress in a pop-up window with a progress bar. The document is saved to **EFP Document**. |
| **Generate EFP Document (Mobile Friendly)** (single and native) | Formula - URL (button) | Creates the document in a new window and streams it back to the browser. Suited to mobile devices. |
| **Generate EFP Document** (single and native) | Formula - Text, with **Allow some HTML tags** (button) | Creates the document and shows it in a pop-up window. |
| **EFP Batch Trigger - Msg Field** (single and native) | Text | Updated when you select **Execute EFP Batch**. Your email notification watches this field to start the batch process, and the field shows when the process completed (or failed). |
| **Batch Processing Arguments** (single and native) | Formula - Text | The parameters for creating documents in the background. Your email notification sends this field's value to the batch email address. It includes the **configid** of the batch configuration. |
| **Exact Forms Plus Batch Email** | Formula - Email | The address your email notification sends to: *efpbatch@efpbatch.quickbasetools.com* for US realms, or *efpbatcheu@efpbatch.quickbasetools.com* for EU realms. In single and native setups it's on the master table; in bulk it's on **Batch Processing**. |
| **Execute EFP Batch** (single and native) | Formula - URL (button) | Starts document creation in the background: it sets **EFP Batch Trigger - Msg Field** to *Batch Execution Requested_* and the date and time, which fires your email notification. The button is hidden while a request is pending. Single and native setups don't show the [Application Token step](https://help.quickbase.com/quickbase-extensions/docs/en/application-token-step), so the wizard creates this button with an empty `apptoken=` in its formula. If your app requires application tokens, add yours to that line of the field's formula, for example `&amp; "&amp;apptoken=your_app_token"`. |
| **Batch Processing** (bulk) | Table | The control table. Each record is a bulk run: it holds the filter, the **Execute Batch** button, and the merged file. |
| **Batch Processing Logs** (bulk) | Table | One record per run, with its status, the number of documents processed, and the start and end times. |
| **Batch Processing Errors** (bulk) | Table | The errors from each run, with the arguments that caused them. |
| Batch configuration | Batch Config Portal configuration | A configuration for your app, of type *efpbatch* (US) or *efpbatcheu* (EU), that holds the settings for background runs, such as the file attachment field and the cloud storage or repository details. Its key is the **configid** in **Batch Processing Arguments**. For single and native setups it's linked to the master table; for bulk, to **Batch Processing**. See [Batch Config Portal overview](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-overview). |

Quickbase Native Document Template doesn't create the **Document Templates** or **Document Subtables** tables or a template record; the native template stays in your table. The wizard doesn't create the email notification itself.

### Fields on the Document Templates table

The wizard adds each field only if a field with that name doesn't already exist.

| **Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Name** | Text (required) | The name of the document template. |
| **clist** | Text | The field IDs of the master-table fields used in the template. |
| **Template File** | File attachment (keeps all versions) | The Word template. |
| **Master table dbid**, **Master table name** | Text | The table the template creates documents for. |
| **MSG_DetailsNotFound** | Text | The message shown in the document when no records are found for subtable data. |
| **appDBID**, **Document Subtable DBID** | Formula - Text | The app ID and the **Document Subtables** table ID, used by the configurator. |
| **Copy this Document Template** | Formula - URL (button) | Copies the template record and its subtable records. |
| **EFP Configurator** | Formula - Text, with **Allow some HTML tags** (button **EFP Configurator**) | Opens the Exact Forms Plus configurator to choose the template's fields. See [Exact Forms Plus Configurator overview](https://help.quickbase.com/quickbase-extensions/docs/en/efp-configurator-overview). |
| **Add New Document Subtable** | Formula - Text, with **Allow some HTML tags** (button **Add New Exact Forms Plus Subtable**) | Opens the configurator to add a related-data subtable to the template. |
| **Document Subtables** | Report link | Lists the template's subtable records. |

The wizard also adds a hidden **Exact Forms Plus Version** field.

### Fields on the Document Subtables table

| **Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Settings** | Text | The subtable configuration, which you can copy into your Word template. |
| **Configuration Name**, **Notes** | Text | A name and notes for the configuration. |
| **Template Reference** | Formula - Text | The tag to put in your template, for example *~strid=99~*, to include the data from **Settings**. |
| **Related Document Template** | Numeric (relationship) | Links the subtable to its document template. |
| **Masterclist**, **Master table dbid**, **Document Template Name**, **appDBID** | Lookups | Values from the related document template. |
| **EFP Configurator** | Formula - Text, with **Allow some HTML tags** (button **Edit Subtable Configuration**) | Opens the configurator to edit this subtable. |

### Cloud storage and repository fields

If you chose cloud storage or a repository table, the wizard adds:

- **Amazon S3**: **S3 Key** (Text) and **View File** (Formula - URL, **Download from S3**). With a repository table, these go on the repository table.
- **Dropbox**: **Dropbox Key** and **View File** (**Download from Dropbox**).
- **Egnyte**: **Egnyte File ID** and **View File** (**Download from Egnyte**).
- **Repository table**: if the wizard created the repository table, a **Repository Files** report link on the master table. See [Repository table step](https://help.quickbase.com/quickbase-extensions/docs/en/repository-table-step).

Each **View File** link opens the file with the [Extensions Downloader](https://help.quickbase.com/quickbase-extensions/docs/en/extensions-downloader-overview).

In bulk setups, the master table also gets **EFP Document S3 Key**, **EFP Document Dropbox Key**, or **EFP Document Egnyte Key**, for each record's document. The key and **View File** fields above are for the merged file.

### Bulk tables

**Batch Processing** has these fields:

| **Field** | **Type** | **What it's for** |
| --- | --- | --- |
| **Name** | Text (required) | The name of the bulk run. |
| **Trigger Field** | Text | Updated when you select **Execute Batch**; your email notification watches it. Shows when the process completed. |
| **Execute Batch** | Formula - URL (button) | Starts the run. Refresh the page until **Trigger Field** shows completed; the logs report then has a new record for the run. |
| **Records to be Processed** | Formula - URL | Opens the records the run will process (your report or query). |
| **Processing** | Formula - Text, with **Allow some HTML tags** | Tells you to refresh your screen while a run is in progress. |
| **Refresh** | Formula - Text, with **Allow some HTML tags** (button) | Refreshes the record. |
| **Merged File**, **Merged Date** | File attachment, Date/Time | The merged file, if you checked **Merge Output Files**, and when it was created. |
| **Exact Forms Plus Batch Email** | Formula - Email | The batch email address (see above). |
| **Batch Processing Arguments** | Formula - Text | The parameters for the run, including the report or query, the template, and the **configid**. |
| **Batch Processing Logs**, **Batch Processing Errors** | Report links | The run's logs and errors. |

**Batch Processing Logs** has **Related Batch Processing**, **Status**, **Notes**, **Documents Processed**, **Start**, **End**, **Run Duration** (**End** minus **Start**), and the lookup **Batch Processing - Name**.

**Batch Processing Errors** has **Error Message**, **Arguments**, **Related Batch Processing**, and the lookup **Batch Processing - Name**.

## Next steps

1. Create the email notification that triggers document creation: [Email notification setup](https://help.quickbase.com/quickbase-extensions/docs/en/efp-batch-processor-email-notification-setup).
2. Set up your template with the [Exact Forms Plus Configurator](https://help.quickbase.com/quickbase-extensions/docs/en/efp-configurator-overview).
3. Adjust the buttons and arguments: [Formula URL parameters](https://help.quickbase.com/quickbase-extensions/docs/en/efp-formula-url-parameters).
4. Learn how background runs work: [Exact Forms Plus Batch Processor overview](https://help.quickbase.com/quickbase-extensions/docs/en/efp-batch-processor-overview) and [Batch Config Portal overview](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-overview).
5. See what else Exact Forms Plus can do: [Exact Forms Plus features and functionality](https://help.quickbase.com/quickbase-extensions/docs/en/efp-features-and-functionality).
6. For native templates: [Use Exact Forms Plus with Quickbase Document Creation templates](https://help.quickbase.com/quickbase-extensions/docs/en/efp-quickbase-document-creation-templates).
7. If a **View File** link doesn't open the file, see [Extensions Downloader messages and troubleshooting](https://help.quickbase.com/quickbase-extensions/docs/en/extensions-downloader-messages).