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
• 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

• Workflow Settings
• Customize Workflow Names
• Customized Workflow URLs

User Tasks

• Web Form
  • Add an Image to a Form (Workflow)
• 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
• 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
• Prepare 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.