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QuickBase: The Missing Manual by Nancy Conner

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Give Your Application’s Users a Guided Tour

After you’ve done all that hard work to create your application (well, okay, it wasn’t hard, but no one will know that when they ooh and ahh over your creation), you want to make sure that the people who’ll load it up with data and work with it on a daily basis know what they’re doing. You designed the application, and you want to make sure people use it as you intended.

You can’t hold each person’s hand every time they open your application, but you can do the next best thing: Write a guide that offers instructions, tips, and helpful hints. You store the guide right inside the application, so it’s always accessible, right there on the Help menu.

Creating a User Guide for Your Application

There are two parts to writing a guide to your QuickBase application: First, write the guide, and then link it to the application’s Help menu so users can find it when they need it.

Write your guide right inside the application. Your guide must be a rich text page, which is a document that uses simple HTML, so Web browsers can display it. Even if “HTML” is one of those techy acronyms that set off that little twitch under your eye, you can write a rich text page. That’s because QuickBase offers an HTML editor that makes writing a rich text page as easy as typing up tomorrow’s to-do list.

To add a rich text page to your QuickBase application, start from any page in the application and follow these steps:

  1. From the menu bar, select Customize→Application.

    QuickBase ...

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