FAQs
Capabilities / Use Case
Capabilities / Use Case
Have general questions about Docubee functionality? Read below to learn how Docubee can work for your specific use case.
Document collaboration refers to how multiple stakeholders, whether they be internal or external, make edits, leave comments, and negotiate on a single document. In most cases, this is done using a document collaboration tool or software.
An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:
- Both signatories must willingly enter the legal agreement.
- Signers must be aware that they can withdraw consent.
- Signers must be aware that they can request a paper document.
- Rights and obligations must be clearly disclosed.
- All digital contracts must be securely stored.
The Electronic Signatures in Global and National Commerce Act (ESIGN) of 2000 and the Uniform Electronic Transactions Act (UETA) of 1999 have established that digital contract signing is every bit as legal and enforceable as traditional paper contracts.
Digital contracts are typically generated automatically as part of a larger digital contract management lifecycle. Information is gathered from digital forms and used to assemble unique documents that contain legally required provisions for the particular use case. These e-contracts can then be shared with multiple parties for review, approval, and signature.
Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.
A HIPAA-compliant form tool allows healthcare providers to collect patient health information (PHI) through secure online forms. In order to be HIPAA compliant, users must be able to segment access to ensure only authorized parties can view PHI.
Creating a digital intake form is easy with Docubee. Simply upload your existing form and place fields, get started with one of our prebuilt templates, or start from scratch with a web form.
Digital patient intake is the process of collecting new patient information electronically through web-based or digital forms rather than traditional paper forms. The process is convenient for new patients, allowing them to complete paperwork before their first appointment.
Yes. Small businesses benefit from using onboarding automation software, especially with a limited staff. With onboarding automation tools, HR staff can focus on guiding new and existing employees vs. onboarding and training them. This is because the manual parts of the process, such as having employees fill out paperwork on the first day and following up on incomplete documents, are completely automated with digital forms and documents, as well as automated routing and reminder notifications. This cuts out extra steps in your onboarding workflow that create more time, while also giving new hires the right first impression.
Automated Onboarding refers to the use of software or other technology to automate the onboarding process. In contrast, self-onboarding refers to the act of completing onboarding activities on one's own with no assistance. Automated onboarding tools often allow self-onboarding for new hires.
Automated Employee Onboarding (AEO) is a process that helps HR managers save time during the hiring and onboarding processes by automating workflows. For example, automatically sending welcome emails, documents, and signature requests and reminders. It automates the entire hiring process, from sending essential new hire paperwork to new employee training.
Onboarding software is a digital tool human resource managers use to streamline the onboarding process. It provides features to speed up and organize onboarding workflows using digitized documents, eSignatures, automation, and checklists.
Docubee natively integrates with Salesforce, Google Drive, SharePoint, Amazon S3, Dropbox, and more. Docubee easily integrates with thousands of apps and software by sending documents and data between the specified systems via Zapier connections or any app of your choosing through web endpoints. View our list of integrations to learn more.
Yes. For events, we recommend using a QR code that your users can scan or a link sent prior to the event for completion. Workflows can be completed from any mobile device.
Yes. Docubee can be used to streamline your patient or client check in process. Often, companies will have participants use a tablet or scan a QR code for them to complete on their phones.
Competitors
Competitors
Learn more about the benefits of Docubee over the competition and find out how to get started with a transition.
Making the switch from Docusign to Docubee is easy. Start by scheduling a free demo to experience how Docubee can enhance your document management process. Once you select the plan that best fits your needs, our dedicated team will guide you through the transition every step of the way.
Both Docubee and Docusign provide user-friendly interfaces, but user studies and feedback highlight that Docubee's interface is preferred for its intuitiveness.
Docubee offers a free trial to help you assess if the platform suits your needs. Afterward, the dedicated support team will guide you through the transition process, ensuring everything is configured correctly.
Yes, Docubee is capable of handling the same volume of transactions as Docusign, ensuring it can seamlessly meet the demands of your workload.
Docubee offers unique features that are not typically available to competitors such as Docusign. These enhancements include document branding, custom workflow templates, and advanced contract automation capabilities.
Construction Contract Management
Construction Contract Management
Absolutely. Docubee not only ensures compliance with industry standards but also enhances overall project efficiency by automating routine tasks, allowing you to focus on critical project objectives.
Docubee offers integration capabilities with various construction management tools for scheduling, budgeting, and project planning, creating a cohesive management system.
Docubee includes features that allow for easy modification of contract terms, real-time tracking of change orders, and an audit trail of all changes, which helps manage scope creep and ensures contractual compliance.
Yes, Docubee is designed to handle multiple projects at once. It offers tools to help you monitor, manage, and report on various projects efficiently, facilitating better resource allocation and project oversight.
Docubee provides transparent tracking of project milestones and financials, ensuring all parties adhere to the terms set in the contract, which enhances accountability across projects.
A construction contract is a formal agreement that outlines the scope, responsibilities, and expectations between a construction firm and its client, ensuring mutual understanding and compliance.
Contracts
Contracts
Get answers about using digital contracts from Docubee.
Contract workflow examples include:
- Creating and authoring contracts
- Negotiating and approving contracts
- Handling invoice management and payment requests
A workflow process is a series of steps that need to be completed in a specific order to get something done. It's like a roadmap that helps everyone know what to do and when to do it.
Contract workflow covers everything from creating and managing contracts to getting them approved and renewed. It's important for managing business processes and making sure all the rules are followed. Workflows can be done by hand or automatically, with automatic workflows saving time and making it easier to follow the rules for reviews, approvals, and signature.
There is no one-size-fits-all answer to this question—the length of a non-compete agreement will vary depending on the industry, the role of an employee or independent contractor, and other factors like state laws. However, as a general rule of thumb, a non-compete agreement can be between 1 and 5 years.
Some non-compete clauses may restrict a former employee from starting a business or working for a competitor for a specified time period or geographical location.
A non-compete clause example might read: "The Employee agrees not to work for a competitor of the Company or start their own business in competition with the Company for a period of two years after leaving the Company."
When writing a non-compete agreement, the key is to strike a balance between protecting your business and ensuring your employees are able to pursue their own career goals justly. Here are a few tips to help you customize your non-compete agreement template.
Keep it reasonable.
Write a reasonable non-compete agreement that will hold up in court. For example, you can't prohibit your employees from working in their chosen field. Instead, focus on protecting your business's specific interests. For example, if you have a unique product or service, a non-compete clause can prohibit your employees from working for a competitor that offers a similar product or service.Make it clear.
A non-compete agreement should be straight and to the point. Clear language will ensure that your employees know exactly what they're signing to, and that there's no ambiguity about the terms of the agreement.Limit the duration.
A non-compete agreement should only last for as long as necessary to protect your business interests. For most businesses, a non-compete contract period is 1 to 2 years.Geographical restrictions.
For example, if you have customers in a specific region, you might want to include a clause that prohibits your employees from working for a competitor in that region. However, several states limit restrictions to geographical areas where employees have worked. Be sure to check your state laws.Specify Scope.
You'll need to specify what activities are prohibited under the agreement. For example, you might want to include a clause that prohibits your employees from soliciting your customers or using your confidential information.No, a non-disclosure agreement (NDA) and a non-compete agreement are not the same.
An NDA is a legally binding contract between two parties wherein one party agrees not to disclose confidential information.
A non-compete agreement is a legally binding contract between an employer and employee wherein the employee agrees not to work for a competitor or start their own business in competition with the employer.
An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:
- Both signatories must willingly enter the legal agreement.
- Signers must be aware that they can withdraw consent.
- Signers must be aware that they can request a paper document.
- Rights and obligations must be clearly disclosed.
- All digital contracts must be securely stored.
The Electronic Signatures in Global and National Commerce Act (ESIGN) of 2000 and the Uniform Electronic Transactions Act (UETA) of 1999 have established that digital contract signing is every bit as legal and enforceable as traditional paper contracts.
Digital contracts are typically generated automatically as part of a larger digital contract management lifecycle. Information is gathered from digital forms and used to assemble unique documents that contain legally required provisions for the particular use case. These e-contracts can then be shared with multiple parties for review, approval, and signature.
Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.
Docubee API
Docubee API
Docubee API is a powerful eSign, form, and document solution that integrates right into your native apps. See common questions about our API product.
An eSignature (electronic signature or digital signature) application programming interface (API) is a Representational State Transfer (REST) web service that allows subscribers to securely request signatures online, obtain status updates, and download the completed documents.
The purpose of an eSignature is to verify a document, while digital signatures also work to secure documents. Docubee utilizes both for a complete signature experience. Read more on the difference between eSignature and digital signature APIs.
Our eSignature API comes with extensive documentation that allows developers to implement and launch within a matter of minutes. Support is available during and after implementation, as well as
Docubee API’s abilities include eSignature requests and collection on documents, document packet creation, automated document generation, document lifecycle management and storage, data collection through forms, automatic launching of workflows, as well as importing and exporting documents and data from other systems.
Docubee API can be used for a wide variety of use cases, including but not limited to leasing packets, employee and client onboarding, proposals, quotes, questionnaires, and any other process using forms and documents.
Docubee API is HIPAA, FERPA, SOC 2 Type II, and CCPA compliant, and features a number of security features to protect data and combat downtime. Read about Docubee’s security and compliance.
Docubee API features a capability called “white labeling”, meaning that you can access an unbranded version of the product in which you can add custom branding and styling for a seamless experience across your applications. This feature is available with all Business Pro and Enterprise accounts.
If you didn’t see your question on this list or need more information about Docubee API, please reach out to us here. Someone from our support team will be happy to answer any of your questions or give you a quick demo if your question is a little more complex.
Support hours are based on the Docubee API plan that you choose. View our pricing page for more info.
The number of transactions, or API calls, available depends on which Docubee API plan you choose. View our pricing page for more info. If your transaction volume goes above what is included in your plan you will be able to upgrade your plan or work with our team to create a fair price for what you need.
Yes.
Developers use APIs to make requests of the application they are calling. They receive a response to that API request and have logic to process the response.
Webhooks are similar, but they basically skip the request part. So, a webhook allows a developer to say “here’s a URL, send a message to it when ____ happens”.
Example:
Let’s use getting a document signed as our example. With an API, the calling application requests the status of the document from Docubee. Docubee responds by telling the application “this document hasn’t been signed yet”, which signals to the calling application that it needs to wait and asks again later. This process will continue until an action has been taken.
Once the Docubee response indicates that the document has been signed, another API endpoint is called to download the document.
With a webhook, that same application goes “hey, send the document here once it has been signed” so when the document is signed, this means the user doesn’t need to check on the status. Instead, they will get notified when the document is ready.
Documents
Documents
Digital documents make getting work done easy. See common questions about using digital documents below.
Document generation software works by using templates and data sources to automatically populate and format documents. The process typically involves the following steps:
- Users create or select templates that define document structure and layout.
- The software integrates with data sources to retrieve necessary information.
- Data is mapped to placeholders in the template.
- The software populates placeholders with appropriate content and formatting.
- The result is a finished, customized document ready for distribution.
You can generate a wide variety of documents using document generation software, including but not limited to:
- Business reports
- Invoices and receipts
- Contracts and agreements
- Proposals and quotes
- Legal documents
- Letters and memos
- Forms and applications
- Marketing materials, such as brochures and flyers
- Technical documentation
- Educational materials, such as lesson plans and worksheets
There are a variety of ways to collaborate on a document digitally. Microsoft Word and Google Docs offer document collaboration tools, however they lack robust routing and security features. Document collaboration tools allow you to upload or create a document and send it to others to review and add comments in a secure platform (depending on your prospective tool).
Yes. Digital contracts sent and signed through Docubee are legally binding if challenged in a court of law.
Document management workflows refer to the process of storing, sharing, editing, organizing, deleting, and managing documents within your organization. Workflow management provides a clear set of steps that must be replicable and completed each time to ensure accuracy and quality.
Digital documents refer to electronic files that are in a paperless format, such as PDFs. Some digital documents are created by scanning and converting non electronic media, while others can be created completely online.
eSignatures
eSignatures
Need an easy way to collect legally binding eSignatures? Find common eSignature FAQs below.
Electronic signature software is a tool that allows users to sign documents electronically or send documents to others for them to sign electronically. Docubee Sign allows users to create, send, sign, and manage legally binding documents virtually.
Docubee Signature is a customizable signature process that allows you to apply fields and signatures on documents, sign the document yourself, or send to one or more users to complete the information and signatures. Reminders, notifications, and other sub-processes can be easily included to fit your specific organizational needs.
eSignatures allow customers to sign documents on the go and are proven to cut turnaround times and boost responses on documents.
eSignatures, also referred to as electronic signatures, refer to online processes that show intent to sign a record and acceptance of an agreement. eSignatures are regarded as an efficient and secure way to replace handwritten signatures, and hold the same value when examined in a court of law.
Although they may sound similar and are often used interchangeably, electronic and digital signatures are different in many ways. Docubee offers both. Learn more about the differences to decide what you need here.
We’re glad you asked - yes. All signatures obtained through Docubee are legally binding, KBA, and HIPAA compliant and meet several other standard security measures and compliances. Each signature received through Docubee comes with an audit trail that allows you to view timestamps and IP addresses associated with all actions on your document.
Features
Features
Docubee has a lot of great features designed to make your workday easier. View commonly asked questions about our security, eSignature, branding, and other features below.
There are a variety of ways to collaborate on a document digitally. Microsoft Word and Google Docs offer document collaboration tools, however they lack robust routing and security features. Document collaboration tools allow you to upload or create a document and send it to others to review and add comments in a secure platform (depending on your prospective tool).
Intelligent contract automation is used by industries of all shapes and sizes. Legal contract automation is by far one of the most popular, but those in sales, HR, healthcare, insurance, and anything else in between can benefit from automated contracts.
While Docubee DOES feature legally binding eSignatures for contracts on its own, we also offer all of the other things that connect and power your contracts. We give you the ability to collect data, generate contracts, set up automated routing, and then have your team or clients add eSignatures to your documents and contracts as part of a workflow. Docubee features conditional logic that helps you fully automate the process, follow ups, and everything in between for a truly seamless experience.
Yes! We are a secure contract management platform with robust features that keep your data safe. Docubee features 2-factor authentication, encryption in transit, and various compliances like HIPAA, SOC 2 Type II, CCPA, and more to ensure data stays safe. View our security and compliance info for more.
Yes! One of the major benefits of using a contract management software is that you can gain better visibility into your contract processes and related data. Docubee connects to your favorite CRMs and apps to share data for high visibility and accurate numbers when you need them.
Yes! Docubee integrates with most popular CRMs through Zapier. Docubee also connects to platforms like Salesforce, Google Drive, Dropbox and more through native integrations. View all of the contract management integrations we offer for more info.