How To

How can I view/download documents from a completed workflow instance?
How can I view/download documents from a completed workflow instance? In your dashboard at https://docubee.app/ go to your In Progress/Completed/Cancelled...
Wed, 8 Oct, 2025 at 5:23 AM
How to Resend a Docubee Workflow Without Consuming a Transaction
In Docubee, I would like to send a workflow to my end-users that haven't received the notification without consuming a Transaction my account.  There ...
Wed, 8 Oct, 2025 at 5:23 AM
What's the proper way of setting up a bulk run for a workflow?
It's possible to send out a workflow to a number of people at the same time to sign (a "bulk run"). This does come with some precautions howev...
Wed, 8 Oct, 2025 at 5:24 AM
How to Ensure Your Team Members Can Access Their Workspace in Docubee
Before a team member can access a Workspace in Docubee, they must first be a member of your Organization. If a user has only accepted a Workspace invitatio...
Wed, 8 Oct, 2025 at 5:24 AM
How to Resolve: Workflow Instance Cancelled With "Workflow Expired" Message
If you notice that your workflow instance has unexpectedly cancelled, and when viewing the cancelled instance list, you're seeing "Workflow Expired...
Wed, 8 Oct, 2025 at 5:24 AM