For the setup steps, see Installation wizard: Exact Forms Plus:
Exact Forms Plus setup type: choose the kind of template, and single or bulk document generation.
Exact Forms Plus setup: choose the table, output file type, template, and storage.
Exact Forms Plus finish: what the wizard created, and what to do next.
For how the whole wizard works, including the shared Authorization and Application information steps, see Quickbase Extensions installation wizard overview.