Export to a template document

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  • Updated 11 months ago
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Halo Quickbase, I want to ask. I want to export my table to a document template that I have already built. Is that possible?
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Hendra Charisma

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Posted 11 months ago

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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.