All About Workflows (Quick Reference)

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Have you mapped out your process and determined the information required to build your workflow? Would you now like a quick reference to all things workflow without having to search or filter information? You’re at the right place!

Workflow

Use one of our workflows from the library, import a workflow, or create one using the workflow builder.

• Create a Workflow
• Share a Workflow
• Export and Import Workflows
• Getting Started with the Workflow Builder

Workflow Instance Basics

• Workflow Settings
  • Set or modify workflow name and description.
  • Define viewer access permissions for the workflow instances, and retention periods for completed workflow instances and their associated data.
  • Set the workflow instance title.
  • Configure an expiration timer for a workflow.
  • Customize the workflow URL for sharing.
• Customize Workflow Names
• Customized Workflow URLs

Workflow Tasks

User Tasks

• Web Form
  • Add an Image to a Form
• Fill and Sign
• Create Document Form
• Edit .docx File
• View File
• Collect Payment
• Reminders and Escalations in Workflows

Send & Save Tasks

• Add Email Notifications in a Workflow
  • Download Workflow Documents
• Export Document
• Configure and Use Webhooks in Docubee
• Web Request
• Zapier Integration with Docubee

Document Processing Tasks

• Combine Documents
• Create ZIP File
• Generate Document from Form Data
• Generate Document Summary with AI

Logic Tasks

• Create Properties
• Logic Branch
• Parallel Branch
• Link
• Timer

Workflow State Tasks

• Complete Workflow
• Cancel Workflow
• Setting Milestones in a Workflow
• Static Content
• Update Title

Run & Share Workflows

• Run a Workflow
• Run Multiple Workflows
• Remove a Completed Workflow
• Suspend & Resume Feature
• Send Workflows and Tasks Using Dynamic Delivery Methods

Participants in a Workflow

• Access Workflow Tasks Assigned to You
• Add Attachments During a Workflow
• Prepare Document

Related Information

Types of Tasks (Workflows)
Select and Configure a Document for a Workflow Task
Use Docx in Workflows
Check a Workflow Status
Edit a Workflow After it has Been Published and Run
How to Build a Workflow (Blog)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.