After the standard Authorization and Application information steps, the wizard shows the QB Signatures Setup step. It has three settings, then Previous and Finish buttons at the bottom right.
Select Table to Setup (required)—the table where QB Signatures is installed. The signature fields and Sign Off buttons are added to this table. If you select Finish without choosing one, the wizard shows Please select a table you would like to set up with QB Signatures.
Select a Field for the Signer to Fill Out (optional)—a field the signer completes in the signing window, such as their name. The signer sees a text box labeled with the field's name, and their entry is saved to this field.
Select another Field for the Signer to Fill Out (optional)—a second field, such as the signer's title.
For each field drop-down:
The drop-downs stay unavailable until you choose a table in Select Table to Setup. Choosing a different table clears them.
Choose an existing field, or choose Create a Field at the top of the list and enter a New Field Name to have the wizard create a new text field.
The list shows every field on the table. Choose a text field: the signer types into a text box, and the entry is saved as text.
After you choose a field, the Is This Field Required? checkbox appears next to it, checked by default. Clear it to let the signer leave the field blank.
A field chosen in one drop-down can't be chosen in the other.
Select Finish to install. The wizard then shows what it added—see QB Signatures Finish. To change these choices later, or to add options such as a terms document or a different pad size, edit the button formula—see Signatures formula URL parameters.
If the wizard won't finish
When you select Finish, the wizard checks your choices and shows the first problem it finds in the red banner at the top:
Message | What to do |
|---|---|
Please select a table you would like to set up with QB Signatures. | Choose a table in Select Table to Setup. |
The usertoken selected does not have permissions to create fields in the <table> table. QB Signatures needs permissions to create fields in order to continue the setup. | The wizard adds fields to the table, so the token's user must be able to create fields in it. Go back to Authorization and use a token for a user who can, such as an app admin. |
Please enter a name for the new field. | You chose Create a Field but left New Field Name empty. Enter a name. |
All QB Signatures messages are listed in QB Signatures messages and troubleshooting.
Add QB Signatures to another table
Run the wizard again for each table you want signatures on. In the Extensions Portal, use Setup Table on the app's row to go straight to this step with the token already saved for the app, or Authorize New App for a table in a different app. See Quickbase Extensions installation wizard overview.