How To

How to Properly Map Radio Button Fields to Text Fields: Setting Option Values
Introduction When mapping radio button fields to text inputs, the "option value" determines what data is transferred. This article explains how t...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee - How do I make a back button?
How do I add a back button to my webform? 1. Start with a Worflow, you will need at least 2 tasks if you want to add a back button from page 2 to page 1: ...
Wed, 8 Oct, 2025 at 5:23 AM
As a Docubee customer, how do I change the email associated with my account?
How to change the email address associated with my organization? There are two methods to do this:  Transfer ownership of the organization. Add the new...
Wed, 8 Oct, 2025 at 5:23 AM
Docubee Data Mapping (curly brace powers) contains unexpected formatting
When using the curly brace powers {% PROPERTY %} to pass values into a document, some of the values returned are CAPITAL even though when those values were ...
Wed, 8 Oct, 2025 at 5:23 AM
How do I export/import a workflow in Docubee?
To export: Log into Docubee (https://www.docubee.app) and navigate to your workflow in Edit Template mode In the Workflow Modeler, click the Export/...
Wed, 8 Oct, 2025 at 5:23 AM
Setting Conditional Logic Based on Checkbox Collections in Web Forms
The Conditions Modal allows you to define rules that control the visibility of fields on your document forms within certain workflow tasks. By setting condi...
Wed, 8 Oct, 2025 at 5:23 AM
How can I get more information about an Docubee workflow instance using the API?
I'd like to get more information about a workflow instance but all I know is the workflow instance ID. Is there a way I can use its instance ID to get m...
Wed, 8 Oct, 2025 at 5:23 AM
How do I Export Data (such as email addresses) From Docubee Workflows into CSV format?
I'd like to export data, such as workflow originator emails, from all the instances in my workflow. How do I do this? Additionally, is there a way to e...
Wed, 8 Oct, 2025 at 5:23 AM
I want to conditionally show a field based on a checkbox, how can I do this?
I would like to conditionally show fields based on checkboxes but I don't know how to do this, help! Here's a video showing how this can be achiev...
Wed, 8 Oct, 2025 at 5:23 AM
Customizing Instance Titles with Dynamic Properties in Workflow Builder
The Workflow Builder now allows you to create customized and informative instance titles by using dynamic properties. Here's a guide on how to customize...
Wed, 8 Oct, 2025 at 5:23 AM