---
title: "XL Docs setup type"
slug: "xl-docs-setup-type"
updated: 2026-10-09T18:21:14Z
published: 2026-10-09T18:21:14Z
canonical: "help.quickbase.com/xl-docs-setup-type"
---

> ## 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.

# XL Docs setup type

## XL Docs installation wizard—setup type

After the shared [Authorization](https://help.quickbase.com/quickbase-extensions/docs/en/step-2-authorization) and [Application information](https://help.quickbase.com/quickbase-extensions/docs/en/step-3-application-information) steps, the XL Docs part of the wizard starts with the **Setup Type** step. The steps are listed on the left of the wizard window: **Authorization**, **Application Information**, **Setup Type**, **XL Docs Setup**, and **Finish**. For how the whole wizard works, see [Quickbase Extensions installation wizard overview](https://help.quickbase.com/quickbase-extensions/docs/en/juiced-add-on-installation-wizard-overview).

Under **Select the Setup Type**, choose one of two options, then select **Next** (or **Previous** to go back):

- **Single Document Generation** (selected by default)
- **Bulk Document Generation**

Select **Single Document Generation +** or **Bulk Document Generation +** to expand a short description of each option in the wizard. The options are described below.

### Single document generation

Use this to create a document from a record. The wizard installs XL Docs on your "master" table—the table whose records the documents are for—with buttons that open a new tab or pop-up and can show the document in your browser after it's created. This is typically used to create one document at a time. However, with the *msqry* parameter you can create up to 50 documents with one button click by default (your account's limit may differ); see [Generate documents for multiple records](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-multiple-records) and [Formula URL parameters](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-url-parameters).

> [!NOTE]
> Note
> 
> This setup also lets you create documents automatically, with no button click—for example, when a record is saved. The wizard adds the **XL Docs Batch Processing Arguments**, **XL Docs Batch Trigger Field**, and **Execute XL Docs Batch** fields to your table; to use them, create an email notification that "triggers" document creation. See [Batch processing](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-batch-processing#single-document-generation-setup) and [Create the email notification](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-batch-processing#create-the-email-notification).

### Bulk document generation

Use this to create many documents at once—more than 50. This setup creates two new tables:

- **XL Docs Batch Processing**—a "control" table that drives document creation for records in another table in the app. For example, to create project documents for all projects, you start one run from a control record instead of clicking a button on each project.
- **XL Docs Batch Processing Logs**—a log with the status of each document creation run.

Bulk document generation also adds the [Application Token step](https://help.quickbase.com/quickbase-extensions/docs/en/application-token-step) before **Finish**.

> [!NOTE]
> Note
> 
> This setup uses the **XL Docs Batch Processing Arguments** field and an email notification to "trigger" document creation. See [Batch processing](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-batch-processing#bulk-document-generation-setup) and [Create the email notification](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-batch-processing#create-the-email-notification).

Next: [XL Docs setup](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-setup).