General Documentation
General Docubee Documentation from the Docubee Help Center
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
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
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
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
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
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
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
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
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
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