Document Management

Take Control of Vital Documents

Organize, track, store, and report on contracts effortlessly throughout their lifecycle.

“Docubee has made things smoother and improved accuracy on our production team’s side. Because the contracts are cleaner, it allows us to build projects faster, keep costs where they need to be, and also deliver a cleaner customer experience.“

– Nicole King, Process & Implementation Manager at Outback Deck

Simplify Document Management for Your Team

Improve ClarityTake the stress out of keeping documents organized with a single source of truth. — Improve Clarity
Take the stress out of keeping documents organized with a single source of truth.

Make Data-Driven DecisionsEasily run reports on documents sent and managed through Docubee. — Make Data-Driven Decisions
Easily run reports on documents sent and managed through Docubee.

Simplify RetrievalCompliance checks? No problem. Find stored information in a snap. — Simplify Retrieval
Compliance checks? No problem. Find stored information in a snap.

Avoid Missed Due DatesStay on top of crucial due dates to keep renewals on track. — Avoid Missed Due Dates
Stay on top of crucial due dates to keep renewals on track.

Features of Document Management from Docubee

Document Tracking

See document status at a glance using Docubee’s dashboard or see what steps of your document workflow have been completed.

Document Repository

Import documents from your favorite tools to manage your essential contracts in Docubee.

Robust Security

Docubee features top-notch security features such as HIPAA, SOC 2, and CCPA compliance, encryption at rest and in transit, tamper-proof documents, and more.

Frequently Asked Questions

What is form automation?: Form automation uses technology to simplify and streamline completing and managing forms and documents. It automates the creation, distribution, collection, and processing of forms, reducing the need for manual data entry and paperwork. For example, using form automation to collect customer information by creating online forms for customer surveys, feedback, or contact information. These forms can be embedded on the business's website, and the collected data processed and stored electronically, reducing the need for manual data entry and paperwork.
How does form automation work with the rest of the contract automation process?: Form automation works together with the contract automation process by making it easier to gather important information needed for creating and managing contracts. It uses automated forms to collect details like client information and contract terms, which are then used to create contracts without manual data entry. This makes the entire process faster and more accurate.
What are the use cases for form automation?: Form automation can be used for just about any process at your workplace that relies on forms. This includes, but is not limited to, business invoices, application forms, order forms, registration forms, request forms, HR forms, and more.
Does Docubee’s form automation integrate with my platforms?: Docubee uses a combination of webhooks and Zapier integrations to connect platforms and send information between them.

Document Management

Take Control of Vital Documents

Simplify Document Management for Your Team

Improve Clarity

Make Data-Driven Decisions

Simplify Retrieval

Avoid Missed Due Dates

Features of Document Management from Docubee

Document Tracking

Document Repository

Robust Security

Frequently Asked Questions

What is form automation?

How does form automation work with the rest of the contract automation process?

What are the use cases for form automation?

Does Docubee’s form automation integrate with my platforms?

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