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You were prompted to create an organization when you created your Docubee account, however you can create additional organizations as needed. Any user can c...

View our Pricing & Plans for a detailed list and comparison of features available in each plan. Create a reusable document template from the document yo...

After your workflow is created, it can be run using the Docubee platform. Running your workflow will route documents and forms to the specified parties to re...

View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Create ZIP File task allows you to quickly and easil...

Zapier: Connect Your Apps and Automate Workflows Zapier allows you to instantly connect Docubee with 2,000+ apps to automate your documents and forms. When...

Docubee allows a workflow to be selected and run to launch an instance or pick Run Multiple Workflows from the drop down to launch many workflows using a .CS...

There are two ways that you can download a document that is included as part of a workflow. You can access them in one of the following ways: via the Do...

Export your Docubee workflow documents directly to Salesforce : here’s how it works! Salesforce is a web-based customer relationship management (CRM) platfo...

View our Pricing & Plans for a detailed list and comparison of features available in each plan. Seamlessly export your Docubee workflow documents direct...

View our Pricing & Plans for a detailed list and comparison of features available in each plan. Embedded signing creates a unified signing experience en...