General Documentation

General Docubee Documentation from the Docubee Help Center

Complete a Workflow (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. You may want participants to have the ability to take mu...
Wed, 8 Oct, 2025 at 5:23 AM
November 2024 Release Notes
New Features Docubee Repository (Beta) We’ve launched a Docubee Repository beta, creating a centralized hub for storing all completed documents from Quic...
Wed, 8 Oct, 2025 at 5:23 AM
April 2024 Release Notes
We’ve been working on new features and continuing with internal improvements. Keep reading to see what’s new this month. We have added the ability for the c...
Wed, 8 Oct, 2025 at 5:23 AM
August 2023 Product Release Notes
We’re getting ready for something big right now and working behind-the-scenes on some major product updates we know you’re going to love. Keep an eye on our ...
Wed, 8 Oct, 2025 at 5:23 AM
Configure Microsoft Entra ID with Docubee
Note: Service-Provider-initiated SSO is the only SSO implementation supported by Docubee.  Identity-Provider-initiated SSO is not offered at this time. ...
Wed, 8 Oct, 2025 at 5:23 AM
August 2024 Release Notes
New Features Granular User Permissions This new feature allows you to easily create custom roles with specific permissions and assign them to your team m...
Wed, 8 Oct, 2025 at 5:23 AM
Create Branches in a Workflow
There are two basic types of branching you can use in your workflow templates: Fork Branch - the workflow takes one path, or it takes another (for examp...
Wed, 8 Oct, 2025 at 5:23 AM
Cancel Workflow (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. You can include a Cancel Workflow task in your workflow....
Wed, 8 Oct, 2025 at 5:23 AM
Create Document Form (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Create Document Form task consists of a pair of tand...
Wed, 8 Oct, 2025 at 5:23 AM
Share a Workflow
A workflow is a “master plan” outlining all the steps and transitions in your workflow. Workflows are designed for and owned by specific workspaces. While yo...
Wed, 8 Oct, 2025 at 5:23 AM