Quick Base

Saving your documents back into Quick Base is an easy process. Under the Deliver tab of your document, click New Delivery then select Quick Base from the list.

The first step is to enter your App URL which you can find by opening up your Quick Base account and clicking on the app that you want to save the file in.  Then at the URL box of your browser, copy & paste the URL that looks like this:

https://webmerge.quickbase.com/db/abcdefghijk 

Next, we're going to create a User Token so that WebMerge can communicate with the Quick Base API.  Under My Preferences (in Quick Base), click on the Manage User Tokens link.  Then you'll want to create a New Token and name it "WebMerge".  Copy & paste that token into your delivery settings.

Then, we need to enter the Record ID for the item in Quick Base.  We're going to use a merge field here because the ID is going to change each time.

Lastly, we're going to enter the Field ID of our file attachment field that we setup in your app.  You can find this ID by going to the Fields page of your app, then clicking on the field.

Put that all together and here's what our Quick Base delivery settings look like:

quickbase_delivery.png

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