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!
In this article:
- Workflow
- Workflow instance basics
- User tasks
- Send & save tasks
- Document processing tasks
- Logic tasks
- Workflow state tasks
- Run & share workflows
- Participants in a workflow
Workflow
Use one of our workflows from the library, import a workflow, or create one using the workflow builder.
Note: Throughout the Workflow Builder, question mark icons have been added with helpful information and tips on navigating the platform.
- Create a Workflow
- Share a Workflow
- Export and Import Workflows
- Getting Started with the Workflow Builder
Workflow Instance Basics
User Tasks
- Web 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
- Export Document
- Configure and Use Webhooks in Docubee
- Zapier Integration with Docubee
- Download Workflow Documents
Document Processing
- Combine Documents (Workflow Document Processing Task)
- Create ZIP File (Workflow Task)
- Generate Document from Form Data (See Document Processing Tasks for more information.)
- Generate Document Summary with AI (See Document Processing Tasks for more information.)
Logic Tasks
- Create Properties (See Use Properties in Your Workflow for more information.)
- Logic Branch (See Logic Tasks for more information.)
- Parallel Branch (See Logic Tasks for more information.)
- Link
- Timer
Workflow State Tasks
- Complete Workflow
- Cancel Workflow
- Setting Milestones in a Workflow
- Static Content
- Update Title (See Workflow State Tasks for more information)
Run & Share Workflows
- Run a Workflow
- Run Multiple Workflows
- Remove a Completed Workflow
- Suspend & Resume Feature (Workflow)
- Send Workflows and Tasks Using Dynamic Delivery Methods
Participants in a Workflow
- Access Workflow Tasks Assigned to You
- Add Attachments During a Workflow
- Preparing a Document (Workflows)
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.