General Documentation

General Docubee Documentation from the Docubee Help Center

Contract Automation
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Our contract automation solution will optimize your proc...
Wed, 8 Oct, 2025 at 5:23 AM
Set Milestones in a Workflow (Workflow State Task)
You can set milestones in your workflow to mark important points in progress. Before You Begin Before you can set milestones, you need to create a workflow...
Wed, 8 Oct, 2025 at 5:23 AM
Edit a Workflow After it has Been Published and Run
View our Pricing & Plans for a detailed list and comparison of features available in each plan. After you’ve published and run your workflow, you may re...
Wed, 8 Oct, 2025 at 5:23 AM
Contract Reporting
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Contract reporting is a feature for generating reports p...
Wed, 8 Oct, 2025 at 5:23 AM
SharePoint Integration
Export your Docubee workflow documents directly to SharePoint: here’s how it works! SharePoint is a web-based team collaboration software that helps manage ...
Wed, 8 Oct, 2025 at 5:23 AM
Embedded Workflow Automation
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Have a form you collect employee or customer data on reg...
Wed, 8 Oct, 2025 at 5:23 AM
Start and Manage Workflows Programmatically
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Docubee’s API is a set of tools that allows you to inter...
Wed, 8 Oct, 2025 at 5:23 AM
Contract Stages
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Our contract automation solution will optimize your proc...
Wed, 8 Oct, 2025 at 5:23 AM
February 2022 Product Release Notes
This month, we’ve been hard at work on creating a new UI based on customer requests. Take a look at what else is new this month. New Suspend and Resume Feat...
Wed, 8 Oct, 2025 at 5:23 AM
Starting Points to Add a New Document
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Add a new document to the Documents library, send it for...
Wed, 8 Oct, 2025 at 5:23 AM