Note: Although exact forms use the Quickbase API, they do not require application tokens. Permission to create an application in Quickbase. Note: The template will not work if you try to use it with Microsoft Word for Mac. Microsoft Word for Windows to create exact forms. (If you ever generated a mail merge in a word-processing program, you've seen field codes in action.) When you finish, save the exact form in your Quickbase account and use it to print documents from there. Each field code copies values from the field you choose, directly into your document. To create exact forms, you download the exact forms template, open it in Microsoft Word, then enter your text-including field codes that Quickbase uses to insert data from your records. Using a special Microsoft Word template, you can insert Quickbase data directly into whatever document you create (like a letter, invoice or work order) and then print the document from within your Quickbase application. If you have permission to create an application, you can create exact forms. So how do you get your data out of Quickbase and into your form letter? You can easily generate documents like this by creating an exact form. ![]() It's time to generate your quarterly sales letters. Say you enter all your client contact information in Quickbase and now you want to put it to work. ![]() An exact form is a template you use to insert Quickbase content into documents like letters and invoices.
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