General Documentation

General Docubee Documentation from the Docubee Help Center

Pipedrive Integration via Zapier
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Simplify your sales processes by streamlining sales agre...
Wed, 8 Oct, 2025 at 5:23 AM
Profile Settings
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Profile settings let you to define your name and other i...
Wed, 8 Oct, 2025 at 5:23 AM
Use Docx in Workflows
Docubee’s “Generate Document” feature makes it easy to populate Docx templates with data collected from user input. This feature supports all Docx editors, s...
Wed, 8 Oct, 2025 at 5:23 AM
Reminders and Escalations in Workflow User Tasks
View our Pricing & Plans for a detailed list and comparison of features available in each plan. It would be nice to gently nudge a participant when they...
Wed, 8 Oct, 2025 at 5:23 AM
View File (Workflow Task)
A view file task can be used to route a document for review and approval. You can choose to upload a file, or can select a file that the user uploaded in a p...
Wed, 8 Oct, 2025 at 5:23 AM
Suspend & Resume a Workflow
Normally, workflow instances run to completion without any issues.  However, on rare occasions, a workflow may encounter a problem when executing a task. Thi...
Wed, 8 Oct, 2025 at 5:23 AM
View File Task (Workflow Task)
A view file task can be used to route a document for review and approval. You can choose to upload a file, or can select a file that the user uploaded in a p...
Wed, 8 Oct, 2025 at 5:24 AM
Google Drive Integration
Export your Docubee workflow documents directly to Google Drive: here’s how it works! Google Drive is a web-based file storage and synchronization service t...
Wed, 8 Oct, 2025 at 5:24 AM
How to Delete an Organization within Docubee
Organizations within Docubee give users a way to separate out workflows. For example, business owners with multiple companies may choose to have multiple org...
Wed, 8 Oct, 2025 at 5:24 AM
How to Send an Envelope in Docubee
Docubee’s envelope feature allows users to combine document templates and send them together as a single envelope. This new capability is particularly useful...
Wed, 8 Oct, 2025 at 5:24 AM