General Documentation
General Docubee Documentation from the Docubee Help Center
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
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
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
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
Note:
Service-Provider-initiated SSO is the only SSO implementation supported by Docubee. Identity-Provider-initiated SSO is not offered at this time.
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Wed, 8 Oct, 2025 at 5:23 AM
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
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
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
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
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