+1I 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:
Best answer by MarkShnierYou
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
+24I 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
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