Edit an Exact Form

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Use Quick Base's exact form feature to generate documents that contain data from your Quick Base application. To learn how to download the Exact Forms Template and begin the process of creating an exact form, please read Creating an Exact Form.

Once you've downloaded the template, and created a form you can access it for editing at any time.  (Need help with the actual formatting? Read about customizing exact forms).

To edit an Exact form:
  1. Open the Exact forms template.

    To do so, double-click the Quick Base Exact Forms.dot file you downloaded from Quick Base. Read Creating an Exact Form to learn more.

  2. Within Microsoft Word, select Add-ins > Open from Quick Base.

  3. In the dialog box that appears, enter your Quick Base user name and password, and click Sign In to sign in to Quick Base.

    Note: If your application exists on a custom URL, like mycompany.quickbase.com, you must replace the text that Quick Base inserts in the Quick Base Domain field with your own custom domain.

  4. From the Quick Base Tables list, select the name of the application and that contains the form you want to edit.

  5. From the Quick Base Exact Forms list, select the form that you want to modify, and then click Open.

  6. Make the desired edits. (Read about customizing exact forms.)

  7. Save the form.

    If you want to save your changes to the existing form select File > Save to Quick Base. A confirmation prompt appears telling you that Quick Base saved your form.

    If you want to create a new form which features your edits, select File > Save to Quick Base As. Then select the application and table where you'd like to save it.

  8. In the Exact Form Name box, type in a name for your form (for example, "Letter"), and click Save.

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