General Documentation

General Docubee Documentation from the Docubee Help Center

Send a Document Packet for Signature
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Simplify sending multiple documents for signature by cre...
Wed, 8 Oct, 2025 at 5:23 AM
AI Document Generation Using Docubee Document Assistant
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Creating documents from scratch is confusing, time-consu...
Wed, 8 Oct, 2025 at 5:23 AM
Amazon S3 Integration
Export your Docubee workflow documents directly to Amazon S3: here’s how it works! Docubee’s Amazon S3 integration allows you to export documents to your de...
Wed, 8 Oct, 2025 at 5:23 AM
What is a Workspace?
Workspaces, formerly known as groups, are created within an organization and allow specific access to its members. Organizations can have multiple workspaces...
Wed, 8 Oct, 2025 at 5:23 AM
April 2021 Product Release Notes
We’ve released some great new features this month, improving the signing experience for users and those tracking signatures. Keep reading to see what’s new a...
Wed, 8 Oct, 2025 at 5:23 AM
Capsule CRM Integration via Zapier
Docubee allows sales organizations to automate the process of generating, reviewing, routing, and signing of sales contracts and agreements. Using the power ...
Wed, 8 Oct, 2025 at 5:23 AM
Edit a Workflow After it has Been Published
Once you've published and run your workflow, you may find that you want to make some changes to it to better suit your needs. Edit a Workflow If y...
Wed, 8 Oct, 2025 at 5:23 AM
Email (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Add an Email send & save task to your workflow to: ...
Wed, 8 Oct, 2025 at 5:23 AM
ChatGPT Integration via Zapier
OpenAI (ChatGPT) is a chatbot built on top of OpenAI. ChatGPT will generate text based on a “prompt” provided by an end user. It’s easy: ask ChatGPT a questi...
Wed, 8 Oct, 2025 at 5:23 AM
Generate API Access Tokens
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Docubee API is a set of endpoints that allows you to...
Wed, 8 Oct, 2025 at 5:23 AM