General Documentation
General Docubee Documentation from the Docubee Help Center
The new year is right around the corner. As we get ready to close out 2021, we’ve been enhancing the dashboard and adding new integrations.
Brand New Vaccin...
Wed, 8 Oct, 2025 at 5:24 AM
We’re closing out October with upgraded forms, conditional logic web form fields and more. Keep reading to see what’s new in Docubee and bug fixes our team h...
Wed, 8 Oct, 2025 at 5:24 AM
Your profile allows you define your name and title that will be used throughout Docubee. You can update your profile at any time.
Update Your Profile
...
Wed, 8 Oct, 2025 at 5:24 AM
You can remove completed workflows if, for example, you want to purge old records.
Before You Begin
To remove a completed workflow, you need to be an admin...
Wed, 8 Oct, 2025 at 5:24 AM
View our Pricing & Plans for a detailed list and comparison of features available in each plan.
Are You New to Docubee?
Use this article as a gateway t...
Wed, 8 Oct, 2025 at 5:24 AM
Setup Salesforce
From Setup, enter Apps in the Quick Find box and select App Manager.
Click New Connected App.
Once in the configuration menu...
Wed, 8 Oct, 2025 at 5:24 AM
This month, we’ve deployed additional features to enhance user experience for Docubee API, as well as updates to the workflow builder. Check out what’s new t...
Wed, 8 Oct, 2025 at 5:24 AM
New Features
Start Contracts from Workflows
Get ready to combine the ease and insight of real-time collaboration with the power of custom workflows. You ...
Wed, 8 Oct, 2025 at 5:24 AM
When using Quick Sign (QS), if you choose Sign it Myself in the Fill or Sign modal then the Self Sign modal displays with your document to sign. See ‘Sign it...
Wed, 8 Oct, 2025 at 5:24 AM
When using Quick Sign (QS), if you choose Sign it Myself in the Fill or Sign modal then the Self Sign modal displays with your document to sign. See ‘Sign it...
Wed, 8 Oct, 2025 at 5:24 AM