General Documentation

General Docubee Documentation from the Docubee Help Center

Configure and Manage Roles
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Docubee uses a role-based permission system to manage ac...
Wed, 8 Oct, 2025 at 5:23 AM
Reminders and Escalations in Workflows
Have you ever found yourself waiting on an important document, just to find it is stuck with someone in the approval chain? Reminders and escalations are a b...
Wed, 8 Oct, 2025 at 5:23 AM
Configure Google Workspace with Docubee
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Note: Service-Provider-initiated SSO is the only SSO ...
Wed, 8 Oct, 2025 at 5:23 AM
Set Up Docubee API
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Are you a Docubee API customer looking for information o...
Wed, 8 Oct, 2025 at 5:23 AM
Repository Reporting
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Repository reporting is a feature for generating reports...
Wed, 8 Oct, 2025 at 5:23 AM
Set Up Your Docubee Account
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Effective automation is crucial for business success. By...
Wed, 8 Oct, 2025 at 5:23 AM
Timer (Workflow Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. Add timers to your workflows! Timers allow delays in a d...
Wed, 8 Oct, 2025 at 5:23 AM
Reset Your Password
If you cannot remember your password or are having difficulties logging in, you can reset your password to regain access to your account. To reset your pass...
Wed, 8 Oct, 2025 at 5:23 AM
September 2022 Release Notes
We’ve been hard at work this month creating a more robust document experience for users. Now, making quick changes is even easier, and so is editing and leav...
Wed, 8 Oct, 2025 at 5:23 AM
Web Form (Workflow User Task)
View our Pricing & Plans for a detailed list and comparison of features available in each plan. A web form is a workflow user task. You can use this use...
Wed, 8 Oct, 2025 at 5:23 AM