Our Quickbase demo application can be accessed via this link: Signatures for Quickbase
Automation demo
We created a demo that executes three extensions with a single button click. The demo starts with the Signatures for Quickbase extension. After signing a Quickbase record, an Exact Forms Plus! document is automatically generated. Once that document is created, the file is downloaded and delivered to an email address on the record as an attachment using Courier for Quickbase.
Signatures for Quickbase
Exact Forms Plus Batch Processor
Courier for Quickbase
Steps to execute the automation demo:
From the demo application, follow this link: Automation demo. Then complete these steps:
Select the Sign, Auto Create PDF and Email tab.
Edit the record, and enter your email address in the field labeled Email Document to.
Select Save.
Select the Sign Here button. The signature extension's signing screen appears.
Enter your signature on that screen, and select Save.
Within about 30 seconds, you should receive an email with a PDF file attached that contains your signature embedded in an Exact Forms Plus! document.
What happens in this demo
When you enter your signature, Signatures for Quickbase updates a date field on the record called Sign Off Date Time for Auto PDF Creation. When this date field is updated, an email notification is sent to a dedicated email address that we host, which fires the Exact Forms Plus Batch Processor to generate the document for that updated record. Exact Forms Plus! updates another date field on the record called EFP Batch Processor PDF Creation Date, which causes another email notification to be sent to another dedicated email address that we host, firing Courier for Quickbase to download the file, attach it to an email message, and send it out. Courier for Quickbase also updates a field on the record called Email Sent by Courier to indicate that the email message was sent.
You can watch these date fields change by refreshing your browser while still on the record you signed. You should see the three date fields change as the process progresses.