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TimRoberge's avatar
TimRoberge
Qrew Member
5 days ago
Solved

Are "Document Templates" still a feature in QB?

I was reviewing this link in QB Help : https://helpv2.quickbase.com/hc/en-us/articles/30472167462676-Build-document-templates

It says this:  "1. Go to the table settings for the table you want to add a template to. Select Document templates."

However, when I go to a tables settings, I do not see option called "Document templates".

Is this no longer an option?

These are only Table options I see:

 

  • I think you need to be on the "Business" Plan level.  There may be a way for them to open you up to try them for a 30 days trial though.  I seem to recall something about that.  So you may need to contact your Account Executive.

     

    See "Document Creation". 

    https://helpv2.quickbase.com/hc/en-us/articles/21309804922004-Quickbase-capabilities

     

     

  • I think you need to be on the "Business" Plan level.  There may be a way for them to open you up to try them for a 30 days trial though.  I seem to recall something about that.  So you may need to contact your Account Executive.

     

    See "Document Creation". 

    https://helpv2.quickbase.com/hc/en-us/articles/21309804922004-Quickbase-capabilities

     

     

    • TimRoberge's avatar
      TimRoberge
      Qrew Member

      Ah yes I see what you mean.  I see this in our Admin Console:

       

      • TimRoberge's avatar
        TimRoberge
        Qrew Member

        BTW I may request this to see if it is something I can use to replace my exact forms plus documents.