Forum Discussion

TimRoberge's avatar
TimRoberge
Qrew Member
6 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 ad...
Forms
  • MarkShnier__You's avatar
    MarkShnier__You
    5 days ago

    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

     

     

MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 days ago

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
    5 days ago

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

     

    • TimRoberge's avatar
      TimRoberge
      Qrew Member
      5 days ago

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