General Documentation

General Docubee Documentation from the Docubee Help Center

Add, Update, and Remove Organization Members
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Member management includes adding/inviting members to th...
Wed, 8 Oct, 2025 at 5:23 AM
Add, Update, and Remove Workspace Members
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Member management includes adding/inviting members to th...
Wed, 8 Oct, 2025 at 5:23 AM
Knowledge Based Authentication (KBA) Configuration
View our Pricing & Plans for a detailed list and comparison of features available in each plan. KBA is a security measure to identify and authenticate a...
Wed, 8 Oct, 2025 at 5:23 AM
All About Workflows (Quick Reference)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Have you mapped out your process and determined the info...
Wed, 8 Oct, 2025 at 5:23 AM
Manage Integrations for Payment Collection
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Docubee enables users to accept payments online using ex...
Wed, 8 Oct, 2025 at 5:23 AM
March 2023 Product Release Notes
There are more productivity features coming your way this month. Customize your dashboard. Address signers by their names. More important options. In this m...
Wed, 8 Oct, 2025 at 5:23 AM
May 2023 Release Notes
During the month of May, a number of new features have been added to the Quick Sign and My Document sections of Docubee. These updates aim to keep workflows ...
Wed, 8 Oct, 2025 at 5:23 AM
Rename an Organization
An organization usually corresponds with your company and we recommend that you name your organization to relate to your company. You can modify your organiz...
Wed, 8 Oct, 2025 at 5:23 AM
May 2025 Release Notes
New Feature Collect Name, Date, and Time Stamps on Signatures To meet the compliance standards of entities like CPAS, you can now automatically stamp sig...
Wed, 8 Oct, 2025 at 5:23 AM
Navigating Docubee’s 2022 UI Update
The Docubee engineering team spent 2021 collecting feedback from customers and listening to suggestions about how we could enhance our solution. Our newly la...
Wed, 8 Oct, 2025 at 5:23 AM