General Documentation

General Docubee Documentation from the Docubee Help Center

Web Request (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Web Request task allows you to send an HTTP request ...
Wed, 8 Oct, 2025 at 5:24 AM
Import and Export Workflows
Import and Export Workflows Docubee allows your workflow to be exported and imported into the same organization or into a different organization. You can n...
Wed, 8 Oct, 2025 at 5:24 AM
Start a Contract (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Combine the best of workflows and contracts to streamlin...
Wed, 8 Oct, 2025 at 5:24 AM
Intelligent Forms Field Extractor (Scan for Fields)
Getting PDFs, documents, and forms filled just got easier. Docubee can be used to automatically scan, assign a user to each field, and designate what type o...
Wed, 8 Oct, 2025 at 5:24 AM
June 2021 Product Release Notes
In a continued effort to give users the best experience possible, we’ve been listening to your feedback and making some upgrades to Docubee. That’s why this ...
Wed, 8 Oct, 2025 at 5:24 AM
Types of Tasks (Workflows)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. You can add different types of tasks to your workflow to...
Wed, 8 Oct, 2025 at 5:24 AM
June 2024 Release Notes
New Features Filter by Date in the Contracts Module You can now filter contracts based on the date type metadata fields. This feature will help you track...
Wed, 8 Oct, 2025 at 5:24 AM
March 2021 Product Release Notes
Spring is here, the flowers are blooming and so is Docubee. This month, our engineers have been hard at work making product improvements to make your life ea...
Wed, 8 Oct, 2025 at 5:24 AM
March 2024 Release Notes
While marching on with internal improvements to enhance functionality, our API, and Docubee’s user interface, we have also added a new feature so you can bul...
Wed, 8 Oct, 2025 at 5:24 AM
March 2025 Release Notes
New Features Upload Docusign Templates in Docubee You can now easily transfer your Docusign templates into Docubee! In the Document Library, use the &quo...
Wed, 8 Oct, 2025 at 5:24 AM