All About Workflows (Quick Reference)

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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
• Logic tasks
• Workflow state tasks
• Run & share workflows
• Participants in a workflow
• And more

Workflow

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

• Create a New Workflow Template
• Share a Template
• Importing and Exporting Workflow Templates
• Getting Started with the Workflow Builder

Workflow Instance Basics

• Template Settings (Workflow Model Settings)
• Customize Workflow Names
• Customized Workflow URLs

User Tasks

• Create a Web Form
  • Add an Image to a Form
• Fill and Sign Task (User Task)
• Use a View File Task
• Reminders and Escalations in Workflows

Send & Save Tasks

• Add Email Notifications in a Workflow
• Download Workflow Documents
• How to Use Webhooks
• Use Webhooks to Build Integrations into Workflows
• Setting Up Your Pipedrive Integration with Docubee via Zapier
• Zapier Integration with Docubee
• Export Document:
  • Sharepoint
  • Amazon S3 bucket
  • Google Drive
  • Salesforce
  • Dropbox

Logic Tasks

• How to Use Properties in Docubee
• Create Branches in a Workflow

Workflow State Tasks

• Complete Workflow (Event Task)
• How to Create a Cancel Workflow Event Task
• Setting Milestones in a Workflow
• Static Content (Event Task)

Run & Share Workflows

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

Participants in a Workflow

• How to Access Tasks Assigned to You
• Adding Attachments During a Workflow
• Preparing a Document in Docubee

And More

Please see Related Information for some additional articles you will find useful.

Check out our videos and webinars on workflow!

Here are our Workflow Builder Bootcamp webinars (four part series) with time stamps (in parenthesis) to the main topics covered (although the UI in the webinars may vary slightly from the app, the concepts still hold):

1. Workflow Builder Bootcamp: Part 1
   • Terminology (3:18)
   • Build a custom workflow (4:18)
   • Instance basics (5:48)
   • User tasks (10:40)
   • Revert workflow (12:36)
   • Fill & sign (21:33)
   • Send & save (24:41)
   • Document processing tasks (31:59)
   • Logic tasks (38:28)
2. Workflow Builder Bootcamp: Part 2
   • Workflow states & how to use it (3:25)
   • Web forms (10:02)
     • Field configurations (11:53)
     • Checkboxes (23:01)
     • Multiple choice (25:57)
   • Logic fields and branching (27:31 & 35:33)
   • Export workflow data
     • As Excel or CSV file (37:27)
     • Generate the data on a document (38:26)
   • Web form data auto saves (39:01)
3. Workflow Builder Bootcamp: Part 3
   • Send & save
     • Emails (3:57)
     • Exporting (9:16)
   • Webhooks and Zapier events (12:30)
   • Combine document & create ZIP files (17:33)
   • Generate documents from data:
     • Using AI to summarize (21.55)
     • From form data (25:23)
4. Workflow Builder Bootcamp – Part 4
   • Requirement gathering (3:17)
     • Start a workflow (9:27)
     • When to use each task (10:04)
   • Adding Back buttons (38:56)

Related Information

Using Docx Templates in Docubee Workflows
Check a Workflow Status
Edit a Workflow Template After it has Been Published
How to Build a Workflow (Blog)
Additional Resources

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