General Documentation

General Docubee Documentation from the Docubee Help Center

Edit Conditions Modal
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Conditional fields are available in Quick Signs and in s...
Wed, 8 Oct, 2025 at 5:23 AM
Embedded Signing
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Docubee supports embedded signing on your website. Embed...
Wed, 8 Oct, 2025 at 5:23 AM
Export Document (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Export Document task enables you to export both docu...
Wed, 8 Oct, 2025 at 5:23 AM
February 2021 Product Release Notes
We’ve been busy this month, improving accessibility and making Docubee even more user friendly. Here are some of the new features our team has been hard at w...
Wed, 8 Oct, 2025 at 5:23 AM
February 2024 Release Notes
During February our team focused on internal improvements to help workflows run more intuitively. This month’s release notes lists updates and customer-resol...
Wed, 8 Oct, 2025 at 5:23 AM
How to Integrate Docubee with Keap to Generate Sales Documents
Keap is a well-known and loved CRM used by many small businesses. This CRM for SMBs is designed to help small businesses save time and grow with marketing an...
Wed, 8 Oct, 2025 at 5:23 AM
January 2021 Product Release Notes
In the month of January, we set our focuses on making some of our core features more user friendly. Take a look at some of the upgrades we’ve been working on...
Wed, 8 Oct, 2025 at 5:23 AM
Access Workflow Tasks Assigned to You
There are two basic ways that you can access a workflow task that is assigned to you: via the email notification or in your dashboard. Access Your Workflow ...
Wed, 8 Oct, 2025 at 5:23 AM
July 2024 Release Notes
New Features Centralized Starting Points Added a "Starting Points" button to the navigation menu to quickly start a Quick Sign, contract, or up...
Wed, 8 Oct, 2025 at 5:23 AM
Add an Image to a Web Form (Workflow)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Build and customize web forms to collect data that power...
Wed, 8 Oct, 2025 at 5:23 AM