General Documentation

General Docubee Documentation from the Docubee Help Center

Delete an Organization
View our Pricing & Plans for a detailed list and comparison of features available in each plan. If you no longer need a particular organization or you a...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee’s Amazon S3 Integration
Docubee’s Amazon S3 integration allows you to export documents to your designated Amazon S3 bucket as part of your workflows. Keep your teams connected, with...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee’s SharePoint Integration
Export your workflow documents directly to SharePoint: here’s how it works! SharePoint is a web-based team collaboration software that helps manage and stor...
Wed, 8 Oct, 2025 at 5:23 AM
Embedded Web Forms
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Docubee supports embedding standalone web forms into you...
Wed, 8 Oct, 2025 at 5:23 AM
Fill and Sign Task (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. A Fill and Sign task allows you to either upload a docum...
Wed, 8 Oct, 2025 at 5:23 AM
Getting Started with the Workflow Builder
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Customize your workflow to match your business process b...
Wed, 8 Oct, 2025 at 5:23 AM
Quick Sign with Expiration Dates
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Would you like to prevent your signer from signing a doc...
Wed, 8 Oct, 2025 at 5:23 AM
Import Documents from Google Drive
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Import documents from Google Drive directly into Docubee...
Wed, 8 Oct, 2025 at 5:23 AM
The Signer's Experience (Quick Sign)
When a user (originator) sets up a Quick Sign (QS) process and sends it to signers, the QS process has started. You can track and/or cancel it from your dash...
Wed, 8 Oct, 2025 at 5:23 AM
January 2023: 3 New Product Releases to Get Excited About
New year, same great Docubee (but with some cool new features for you to try out). To kick off 2023, we’ve implemented new features to help support your docu...
Wed, 8 Oct, 2025 at 5:23 AM