General Documentation

General Docubee Documentation from the Docubee Help Center

October 2023 Product Release Notes
Big things are right around the corner for OnTask, and we’re super excited to share them with you at the end of the month. So, keep an eye out for our big up...
Wed, 8 Oct, 2025 at 5:23 AM
SMTP Configuration
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Note: SMTP configuration requires technical expertise...
Wed, 8 Oct, 2025 at 5:23 AM
Overview of Organizations, Workspaces, and Members
Let’s get an overview of organizations, workspaces, and members! Organizations An organization is an entity that usually corresponds with your company. It ...
Wed, 8 Oct, 2025 at 5:23 AM
July 2021 Product Release Notes
This month, we’re excited to bring you an enhanced dashboard experience and some additional tweaks throughout the platform. Docubee Dashboard Enhancements ...
Wed, 8 Oct, 2025 at 5:23 AM
June 2023 Product Release Notes
You’ve probably been hearing a lot about artificial intelligence (AI) lately, but there’s a good reason for it. AI can help you cut out extra steps in your d...
Wed, 8 Oct, 2025 at 5:23 AM
Send Workflows and Tasks Using Dynamic Delivery Methods
View our Pricing & Plans for a detailed list and comparison of features available in each plan. You have built your workflow and are ready to share it w...
Wed, 8 Oct, 2025 at 5:23 AM
Prepare Document (Workflows)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Prepare a document in your workflow by adding fields on ...
Wed, 8 Oct, 2025 at 5:23 AM
Select and Configure a Document for a Workflow Task
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Some workflow tasks require you to choose a document to ...
Wed, 8 Oct, 2025 at 5:23 AM
Quick Sign
View our Pricing & Plans for a detailed list and comparison of features available in each plan. In Docubee, e-signature is offered as Quick Sign. The Qu...
Wed, 8 Oct, 2025 at 5:23 AM
Sign Documents Yourself Using Quick Signs from Docubee
Sometimes, all you need is a quick and secure signature on a PDF or document—and that shouldn't be a hassle. We’ve added a new Quick Sign feature that al...
Wed, 8 Oct, 2025 at 5:23 AM