General Documentation

General Docubee Documentation from the Docubee Help Center

Two-Factor Authentication
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Two-factor authentication (2FA) is a layer of security t...
Wed, 8 Oct, 2025 at 5:23 AM
Add Email Notifications in a Workflow
Adding a send & save email task to your workflow allows you to send email notifications to participants or invite others to participate in a workflow. It...
Wed, 8 Oct, 2025 at 5:23 AM
September 2023 Release Notes
Hate dealing with DOCX files that have to be opened in multiple tools for you to make edits? Well, in this month’s release notes we’ll dive into some excitin...
Wed, 8 Oct, 2025 at 5:23 AM
August 2022 Product Release Notes
Web forms from Docubee just got better. Continue reading to learn what new features we’ve added to the forms experience. Ability to Add Videos to Web Forms ...
Wed, 8 Oct, 2025 at 5:23 AM
Static Content (Workflow Task)
Your workflow can display customized pages to your participants when one or more tasks have been assigned and completed by the same role. Inserting a static ...
Wed, 8 Oct, 2025 at 5:23 AM
Browser and Mobile Support
Below, you'll find information on which browsers and mobile device configurations Docubee supports. Supported platforms and versions meet the following c...
Wed, 8 Oct, 2025 at 5:23 AM
Change Your Password
You can change your Docubee password at any time. To change your password: Log in to Docubee. If you cannot log in with your current password, try...
Wed, 8 Oct, 2025 at 5:23 AM
Field Sync
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Field Sync is available in Quick Signs and the following...
Wed, 8 Oct, 2025 at 5:23 AM
Configure Okta with Docubee
Note: Service-Provider-initiated SSO is the only SSO implementation supported by Docubee.  Identity-Provider-initiated SSO is not offered at this time. ...
Wed, 8 Oct, 2025 at 5:23 AM
Import Docusign Templates
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Ready to transfer your Docusign templates to Docubee? We...
Wed, 8 Oct, 2025 at 5:23 AM