General Documentation

General Docubee Documentation from the Docubee Help Center

February 2023 Release: Quick Sign Upgrades & More
New user? Now, you can try setting up a document with Quick Sign before signing up for a free trial. If you’re a current user, we have more great updates you...
Wed, 8 Oct, 2025 at 5:23 AM
Create Properties (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Create Properties task is for creating properties fo...
Wed, 8 Oct, 2025 at 5:23 AM
February 2025 Release Notes
New Features “Field Sync” Property for Fields Quick Signs and some workflow tasks now offer Field Sync for select fields. Fields with the same Field Sync...
Wed, 8 Oct, 2025 at 5:23 AM
Transfer Organization Ownership
View our Pricing & Plans for a detailed list and comparison of features available in each plan. As an organization owner, you may wish to transfer owner...
Wed, 8 Oct, 2025 at 5:23 AM
Customize Notification Email (Quick Sign)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. In Quick Sign, when an email notification is sent, it us...
Wed, 8 Oct, 2025 at 5:23 AM
Use Properties in your Workflow
Within Docubee, properties are an important element for keeping your workflow organized. After a property has been specified, it can be referenced later in t...
Wed, 8 Oct, 2025 at 5:23 AM
Customize Your Docubee Dashboard
You can customize your Docubee dashboard! The Edit Dashboard button opens the dashboard editor where you can customize modules, layout, and show/hide the top...
Wed, 8 Oct, 2025 at 5:23 AM
Upload a Document (Quick Sign)
We offer several ways to upload a document for Quick Sign (QS). You can upload up to 20 documents to sign yourself or send for signature. In the QS moda...
Wed, 8 Oct, 2025 at 5:23 AM
Workflow Instance List
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The workflow instance list displays all workflow instanc...
Wed, 8 Oct, 2025 at 5:23 AM
Customized Workflow URLs
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Accounts plans that include this level of customization ...
Wed, 8 Oct, 2025 at 5:23 AM