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Export to a template document

  • 1.  Export to a template document

    Posted 08-08-2018 04:45
    Halo Quickbase, I want to ask. I want to export my table to a document template that I have already built. Is that possible?


  • 2.  RE: Export to a template document

    Posted 08-08-2018 11:30
    There is a native feature called Exact Forms which allow for more precise formatting of a record�s data into an HTML webpage based in a Word template, much like a mail merge between Excel and Word, can be done.

    But I steer y clients to use an add in from Juiced called Exact Forms Plus as it generates a real Word Docusmt or PDF as an attachment to a record, when then can be emailed externally.

    There is a demo on the link below.

    https://www.juicedtech.com/exact-form...