Amazon S3 Integration

Export your Docubee workflow documents directly to Amazon S3: here’s how it works!

Docubee’s Amazon S3 integration allows you to export documents to your designated Amazon S3 bucket as part of your workflows. Keep your teams connected, without compromising document security or productivity.

Let’s set up the integration.

Before You Begin

You’ll need a couple of things to get started:

• A Docubee account – you can go to https://docubee.app/signup to create a free account.
• Access to Amazon S3– you’ll connect to your Amazon S3 account through Docubee, so make sure to have your credentials ready.
  Note: See AWS Security Credentials for more information about programmatic access to Amazon S3.

Create the Workflow

1. Log into your Docubee account at https://docubee.app/signup and create a new workflow.
2. Edit the workflow in the workflow builder, give it a name, and add the following tasks:
   1. Add a Web Form task
   2. Add an Export Document task
   3. Connect to Amazon S3
   4. Publish

1- Add a Web Form Task

The first task in the workflow is a web form. You’ll need to create two tasks within this web form:

1. File upload
   • Create a file upload field and give it the property name of Test_Upload.
   • You can leave the rest of the options as their default setting.
2. Single-line text
   • Create a Single-Line Text field and give it a property name of File_Name.
   • This is where the user will enter the document’s file name that will be used as a key in your Amazon S3 account.

2- Add an Export Document Task

For the second task, choose an export document.

1. Select the document from the previous web form, Test_Upload.
   • You’ll set up the destination setting for this task in the next section of this article.

3- Connect to Amazon S3

1. In the export document task inside the destination section, click on Amazon S3.
2. Now that your Amazon S3 account is configured, let’s choose where to send your document.
3. For AWS, you configure an S3 bucket and document key, which you will add to the destination area of the document settings pop-up.
   • Be sure to fill out the rest of the fields.
4. For AWS, the file name can be used as your document key.
   • By default, documents are stored as private within S3.
   • To allow access, you may select a different ACL rule.

4- Publish

You are ready to publish your workflow.

1. Click the green Publish button in the top right corner of the workflow builder.

Next Steps

Now that your integration is set up, you’re ready to run your workflow, upload a document, and then have it automatically sent to Amazon S3.

When you log in to Amazon S3, you should see your document in the storage bucket that you configured in the export document task.

In the above example, you used an upload field in a web form to provide a document, however, you can send documents to Amazon S3 from other Docubee actions as well, including:

• A signed document from a fill & sign task
• A templated document from a generate document from form data task
• A combined document from a combine documents task

Related Information

All About Workflows (Quick Reference)
Types of Tasks (Workflows)

Export workflow documents to:

• Dropbox
• Google Drive
• Salesforce
• Sharepoint

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