These pages cover the extension-specific steps of the installation wizard for XL Docs. For how the wizard works, see Quickbase Extensions installation wizard overview. Before these steps, the wizard runs Authorization and Application information.
XL Docs setup type: single or bulk document generation.
XL Docs setup: the table, template, and output settings.
XL Docs finish: what the wizard creates.
Wizard upgrade: XL Docs is one of the extensions you can upgrade from the wizard, with Upgrade Setup on Application information.