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If you see a message such as the following: This is happening because Docubee needs information on who the workflow originator is. If a workflow pr...

I want to interact with Docubee programmatically. Does Docubee have an API? Yes, see documentation here: https://docs.docubee.app/ Our extensive API d...

My In Progress/Completed/Cancelled workflows all say "Untitled" in the dashboard. How can I change this? In the Workflow Builder, click...

The Docubee team hosts interactive Office Hours webinars several times a month to answer questions on topics like how-tos, best practices, strategy, and onb...

Overview Docubee allows you to configure custom SMTP settings within the organization settings. After modifying SMTP settings, emails sent from Docubee wil...

While logged in with the current Organization Owner email, invite the new email address to your Organization, then Log out.         2. Accept the inv...

Docubee's file size upload limit is 500mb. There are currently no storage limits placed on Organizations at all. This includes but is not limited to...

I run the workflow (programmatically or manually) and the workflow process immediately shows cancelled. This produces no error message. Why is this happenin...

Absolutely! You can just contact our Account Team at info@docubee.com, and they'll be able to set you up. Just mention you are not interested in a demo.

As an Docubee customer, I need to know how long the documents created as part of a workflow are retained on Docubee servers. Docubee does not delete anyth...