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Customized Workflow URLs

Accounts with a Business, Business Pro, Enterprise, or higher custom plan can now create custom, human readable URLs for their workflows. These custom URLs can be used to describe your workflow and provide a more user-friendly experience when sending to participants.

About the Workflow URL Structure

All workflows continue to have a static canonical URL containing the unique template ID. 

Here is an example of how that looks:

The new customized URL is based on two separate, admin-configurable, items called the organization URL and the workflow URL. 

Here’s an example of how URLs are structured with the customizable option:

Organization URL

Each organization can have a custom string that can be used for each of its custom workflow URLs. This can be set under organization settings as “Organization URL”. This is a unique string across all of Docubee. Any change to this will immediately update the custom URL for every workflow in the organization.

Please note: Old URLs will no longer be valid. 

Workflow URL

Each workflow can have a custom string that becomes part of a full human-readable URL that can be shared publicly to access the initial form. This can be set under the workflow settings in the builder UI as “Workflow URL” under the “Sharing” tab. These workflow URL values must be unique to your organization. 


Please note: When changing a workflow URL, the previous URL will no longer be valid.


How to Customize Your URLs

Customizing your URL is simple. Docubee will automatically apply your organization name to the first part of your custom URL as shown below:

  1. To customize the tail of your URL, navigate to the workflow you’d like to run and hit the  Run button.
  2. Navigate to the Share tab and click on the option to customize your Workflow URL. This will take you to your workflow settings. Once here, toggle on the Customize Share URL button.Share options view
  3. This will take you to your workflow settings. Once here, toggle on the Customize Share URL button.
  1. Next, enter the name you’d like to use for your custom URL. We recommend naming this something that reflects the kind of form you are sending.


Related Information

All About Workflows (Quick Reference)

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