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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Edit a Workflow Template After it has Been Published

Once you’ve published and run your workflow, you may find that you want to make some changes to the template to better suit your needs.

Edit a Template

  1. If you’re not in the main Docubee Dashboard, click the “Dashboard” icon in the upper-right of the screen.
  2. In the left sidebar, click the template you want to edit.
  3. Switch to Design mode (move the Manage – Design toggle to Design at the bottom of the left sidebar).
  4. Once you’ve edited your template as needed, click “Publish” to make it available to run. Note that your changes will only affect workflows created after this modification (that is, it won’t affect any workflows based on this template that you’ve already run).