FAQs

Capabilities / Use Case

Have general questions about Docubee functionality? Read below to learn how Docubee can work for your specific use case.

Document collaboration refers to how multiple stakeholders, whether they be internal or external, make edits, leave comments, and negotiate on a single document. In most cases, this is done using a document collaboration tool or software.

An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:

Both signatories must willingly enter the legal agreement.
Signers must be aware that they can withdraw consent.
Signers must be aware that they can request a paper document.
Rights and obligations must be clearly disclosed.
All digital contracts must be securely stored.

The Electronic Signatures in Global and National Commerce Act (ESIGN) of 2000 and the Uniform Electronic Transactions Act (UETA) of 1999 have established that digital contract signing is every bit as legal and enforceable as traditional paper contracts.

Digital contracts are typically generated automatically as part of a larger digital contract management lifecycle. Information is gathered from digital forms and used to assemble unique documents that contain legally required provisions for the particular use case. These e-contracts can then be shared with multiple parties for review, approval, and signature.

Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.

A HIPAA-compliant form tool allows healthcare providers to collect patient health information (PHI) through secure online forms. In order to be HIPAA compliant, users must be able to segment access to ensure only authorized parties can view PHI.

Creating a digital intake form is easy with Docubee. Simply upload your existing form and place fields, get started with one of our prebuilt templates, or start from scratch with a web form.

Digital patient intake is the process of collecting new patient information electronically through web-based or digital forms rather than traditional paper forms. The process is convenient for new patients, allowing them to complete paperwork before their first appointment.

Yes. Small businesses benefit from using onboarding automation software, especially with a limited staff. With onboarding automation tools, HR staff can focus on guiding new and existing employees vs. onboarding and training them. This is because the manual parts of the process, such as having employees fill out paperwork on the first day and following up on incomplete documents, are completely automated with digital forms and documents, as well as automated routing and reminder notifications. This cuts out extra steps in your onboarding workflow that create more time, while also giving new hires the right first impression.

Automated Onboarding refers to the use of software or other technology to automate the onboarding process. In contrast, self-onboarding refers to the act of completing onboarding activities on one's own with no assistance. Automated onboarding tools often allow self-onboarding for new hires.

Automated Employee Onboarding (AEO) is a process that helps HR managers save time during the hiring and onboarding processes by automating workflows. For example, automatically sending welcome emails, documents, and signature requests and reminders. It automates the entire hiring process, from sending essential new hire paperwork to new employee training.

Onboarding software is a digital tool human resource managers use to streamline the onboarding process. It provides features to speed up and organize onboarding workflows using digitized documents, eSignatures, automation, and checklists.

Docubee natively integrates with Salesforce, Google Drive, SharePoint, Amazon S3, Dropbox, and more. Docubee easily integrates with thousands of apps and software by sending documents and data between the specified systems via Zapier connections or any app of your choosing through web endpoints. View our list of integrations to learn more.

Yes. For events, we recommend using a QR code that your users can scan or a link sent prior to the event for completion. Workflows can be completed from any mobile device.

Yes. Docubee can be used to streamline your patient or client check in process. Often, companies will have participants use a tablet or scan a QR code for them to complete on their phones.

Competitors

Learn more about the benefits of Docubee over the competition and find out how to get started with a transition.

Making the switch from Docusign to Docubee is easy. Start by scheduling a free demo to experience how Docubee can enhance your document management process. Once you select the plan that best fits your needs, our dedicated team will guide you through the transition every step of the way.

Both Docubee and Docusign provide user-friendly interfaces, but user studies and feedback highlight that Docubee's interface is preferred for its intuitiveness.

Docubee offers a free trial to help you assess if the platform suits your needs. Afterward, the dedicated support team will guide you through the transition process, ensuring everything is configured correctly.

Yes, Docubee is capable of handling the same volume of transactions as Docusign, ensuring it can seamlessly meet the demands of your workload.

Docubee offers unique features that are not typically available to competitors such as Docusign. These enhancements include document branding, custom workflow templates, and advanced contract automation capabilities.

Construction Contract Management

Absolutely. Docubee not only ensures compliance with industry standards but also enhances overall project efficiency by automating routine tasks, allowing you to focus on critical project objectives.

Docubee offers integration capabilities with various construction management tools for scheduling, budgeting, and project planning, creating a cohesive management system.

Docubee includes features that allow for easy modification of contract terms, real-time tracking of change orders, and an audit trail of all changes, which helps manage scope creep and ensures contractual compliance.

Yes, Docubee is designed to handle multiple projects at once. It offers tools to help you monitor, manage, and report on various projects efficiently, facilitating better resource allocation and project oversight.

Docubee provides transparent tracking of project milestones and financials, ensuring all parties adhere to the terms set in the contract, which enhances accountability across projects.

A construction contract is a formal agreement that outlines the scope, responsibilities, and expectations between a construction firm and its client, ensuring mutual understanding and compliance.

Contracts

Get answers about using digital contracts from Docubee.

Contract workflow examples include:

Creating and authoring contracts
Negotiating and approving contracts
Handling invoice management and payment requests

Contract workflow allows you to set forth instructions for how to handle these tasks, and automate them to make sure everything is done the right way.

A workflow process is a series of steps that need to be completed in a specific order to get something done. It's like a roadmap that helps everyone know what to do and when to do it.

Contract workflow covers everything from creating and managing contracts to getting them approved and renewed. It's important for managing business processes and making sure all the rules are followed. Workflows can be done by hand or automatically, with automatic workflows saving time and making it easier to follow the rules for reviews, approvals, and signature.

There is no one-size-fits-all answer to this question—the length of a non-compete agreement will vary depending on the industry, the role of an employee or independent contractor, and other factors like state laws. However, as a general rule of thumb, a non-compete agreement can be between 1 and 5 years.

Some non-compete clauses may restrict a former employee from starting a business or working for a competitor for a specified time period or geographical location. A non-compete clause example might read: "The Employee agrees not to work for a competitor of the Company or start their own business in competition with the Company for a period of two years after leaving the Company."

When writing a non-compete agreement, the key is to strike a balance between protecting your business and ensuring your employees are able to pursue their own career goals justly. Here are a few tips to help you customize your non-compete agreement template.

Keep it reasonable.

Write a reasonable non-compete agreement that will hold up in court. For example, you can't prohibit your employees from working in their chosen field. Instead, focus on protecting your business's specific interests. For example, if you have a unique product or service, a non-compete clause can prohibit your employees from working for a competitor that offers a similar product or service.

Make it clear.

A non-compete agreement should be straight and to the point. Clear language will ensure that your employees know exactly what they're signing to, and that there's no ambiguity about the terms of the agreement.

Limit the duration.

A non-compete agreement should only last for as long as necessary to protect your business interests. For most businesses, a non-compete contract period is 1 to 2 years.

Geographical restrictions.

For example, if you have customers in a specific region, you might want to include a clause that prohibits your employees from working for a competitor in that region. However, several states limit restrictions to geographical areas where employees have worked. Be sure to check your state laws.

Specify Scope.

You'll need to specify what activities are prohibited under the agreement. For example, you might want to include a clause that prohibits your employees from soliciting your customers or using your confidential information.

No, a non-disclosure agreement (NDA) and a non-compete agreement are not the same. An NDA is a legally binding contract between two parties wherein one party agrees not to disclose confidential information. A non-compete agreement is a legally binding contract between an employer and employee wherein the employee agrees not to work for a competitor or start their own business in competition with the employer.

An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:

Both signatories must willingly enter the legal agreement.
Signers must be aware that they can withdraw consent.
Signers must be aware that they can request a paper document.
Rights and obligations must be clearly disclosed.
All digital contracts must be securely stored.

Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.

Docubee API

Docubee API is a powerful eSign, form, and document solution that integrates right into your native apps. See common questions about our API product.

An eSignature (electronic signature or digital signature) application programming interface (API) is a Representational State Transfer (REST) web service that allows subscribers to securely request signatures online, obtain status updates, and download the completed documents.

The purpose of an eSignature is to verify a document, while digital signatures also work to secure documents. Docubee utilizes both for a complete signature experience. Read more on the difference between eSignature and digital signature APIs.

Our eSignature API comes with extensive documentation that allows developers to implement and launch within a matter of minutes. Support is available during and after implementation, as well as

Docubee API’s abilities include eSignature requests and collection on documents, document packet creation, automated document generation, document lifecycle management and storage, data collection through forms, automatic launching of workflows, as well as importing and exporting documents and data from other systems.

Docubee API can be used for a wide variety of use cases, including but not limited to leasing packets, employee and client onboarding, proposals, quotes, questionnaires, and any other process using forms and documents.

Docubee API is HIPAA, FERPA, SOC 2 Type II, and CCPA compliant, and features a number of security features to protect data and combat downtime. Read about Docubee’s security and compliance.

Docubee API features a capability called “white labeling”, meaning that you can access an unbranded version of the product in which you can add custom branding and styling for a seamless experience across your applications. This feature is available with all Business Pro and Enterprise accounts. If you didn’t see your question on this list or need more information about Docubee API, please reach out to us here. Someone from our support team will be happy to answer any of your questions or give you a quick demo if your question is a little more complex.

Support hours are based on the Docubee API plan that you choose. View our pricing page for more info.

The number of transactions, or API calls, available depends on which Docubee API plan you choose. View our pricing page for more info. If your transaction volume goes above what is included in your plan you will be able to upgrade your plan or work with our team to create a fair price for what you need.

Yes.

Developers use APIs to make requests of the application they are calling. They receive a response to that API request and have logic to process the response. Webhooks are similar, but they basically skip the request part. So, a webhook allows a developer to say “here’s a URL, send a message to it when ____ happens”. Example: Let’s use getting a document signed as our example. With an API, the calling application requests the status of the document from Docubee. Docubee responds by telling the application “this document hasn’t been signed yet”, which signals to the calling application that it needs to wait and asks again later. This process will continue until an action has been taken. Once the Docubee response indicates that the document has been signed, another API endpoint is called to download the document. With a webhook, that same application goes “hey, send the document here once it has been signed” so when the document is signed, this means the user doesn’t need to check on the status. Instead, they will get notified when the document is ready.

Documents

Digital documents make getting work done easy. See common questions about using digital documents below.

Document generation software works by using templates and data sources to automatically populate and format documents. The process typically involves the following steps:

Users create or select templates that define document structure and layout.
The software integrates with data sources to retrieve necessary information.
Data is mapped to placeholders in the template.
The software populates placeholders with appropriate content and formatting.
The result is a finished, customized document ready for distribution.

You can generate a wide variety of documents using document generation software, including but not limited to:

Business reports
Invoices and receipts
Contracts and agreements
Proposals and quotes
Legal documents
Letters and memos
Forms and applications
Marketing materials, such as brochures and flyers
Technical documentation
Educational materials, such as lesson plans and worksheets

There are a variety of ways to collaborate on a document digitally. Microsoft Word and Google Docs offer document collaboration tools, however they lack robust routing and security features. Document collaboration tools allow you to upload or create a document and send it to others to review and add comments in a secure platform (depending on your prospective tool).

Yes. Digital contracts sent and signed through Docubee are legally binding if challenged in a court of law.

Document management workflows refer to the process of storing, sharing, editing, organizing, deleting, and managing documents within your organization. Workflow management provides a clear set of steps that must be replicable and completed each time to ensure accuracy and quality.

Digital documents refer to electronic files that are in a paperless format, such as PDFs. Some digital documents are created by scanning and converting non electronic media, while others can be created completely online.

eSignatures

Need an easy way to collect legally binding eSignatures? Find common eSignature FAQs below.

Electronic signature software is a tool that allows users to sign documents electronically or send documents to others for them to sign electronically. Docubee Sign allows users to create, send, sign, and manage legally binding documents virtually.

Docubee Signature is a customizable signature process that allows you to apply fields and signatures on documents, sign the document yourself, or send to one or more users to complete the information and signatures. Reminders, notifications, and other sub-processes can be easily included to fit your specific organizational needs.

eSignatures allow customers to sign documents on the go and are proven to cut turnaround times and boost responses on documents.

eSignatures, also referred to as electronic signatures, refer to online processes that show intent to sign a record and acceptance of an agreement. eSignatures are regarded as an efficient and secure way to replace handwritten signatures, and hold the same value when examined in a court of law.

Although they may sound similar and are often used interchangeably, electronic and digital signatures are different in many ways. Docubee offers both. Learn more about the differences to decide what you need here.

We’re glad you asked - yes. All signatures obtained through Docubee are legally binding, KBA, and HIPAA compliant and meet several other standard security measures and compliances. Each signature received through Docubee comes with an audit trail that allows you to view timestamps and IP addresses associated with all actions on your document.

Features

Docubee has a lot of great features designed to make your workday easier. View commonly asked questions about our security, eSignature, branding, and other features below.

Intelligent contract automation is used by industries of all shapes and sizes. Legal contract automation is by far one of the most popular, but those in sales, HR, healthcare, insurance, and anything else in between can benefit from automated contracts.

While Docubee DOES feature legally binding eSignatures for contracts on its own, we also offer all of the other things that connect and power your contracts. We give you the ability to collect data, generate contracts, set up automated routing, and then have your team or clients add eSignatures to your documents and contracts as part of a workflow. Docubee features conditional logic that helps you fully automate the process, follow ups, and everything in between for a truly seamless experience.

Yes! We are a secure contract management platform with robust features that keep your data safe. Docubee features 2-factor authentication, encryption in transit, and various compliances like HIPAA, SOC 2 Type II, CCPA, and more to ensure data stays safe. View our security and compliance info for more.

Yes! One of the major benefits of using a contract management software is that you can gain better visibility into your contract processes and related data. Docubee connects to your favorite CRMs and apps to share data for high visibility and accurate numbers when you need them.

Yes! Docubee integrates with most popular CRMs through Zapier. Docubee also connects to platforms like Salesforce, Google Drive, Dropbox and more through native integrations. View all of the contract management integrations we offer for more info.

Yes. Docubee allows you to generate a link for your workflow that can be sent by email, text, or any other means your business uses. You can send to an individual or do a bulk send using a CSV file.

Workflow progress is available in your Docubee dashboard. Simply click into your workflow to see its progress. See how you can track workflow progress with our help center article.

Yes. You can easily add your company’s branding to all documents, forms, and emails created within Docubee. Read our help article on custom branding to learn how.

Yes. You can set reminders and escalations in Docubee so that your workflow doesn’t get stuck with a single user. See our help article on reminders and escalations to learn how.

Your workflows and signable documents can be accessed through a shareable link, QR code, or through emails and SMS texts generated in Docubee as part of your workflow. Links and QR codes can be embedded on your site, shared via email or text, or delivered in the way that’s easiest for you.

Yes. Using Quick Sign, you can either scan a document onto your computer or upload an existing PDF or Word document to Docubee. Once uploaded, Docubee will automatically scan the document for fields, and you can adjust them and assign participants.

Yes. Docubee is hosted on Amazon Web Services. We employ AES-256 end-to-end encryption, as well as encryption in transit as well as download tokens that expire after two weeks to ensure secure routing and data gathering. Docubee is also HIPAA, FERPA, and SOC2 compliant.

Yes. Docubee Signature features a legally binding signature feature similar to that of DocuSign, that includes enhanced routing and workflow features. Learn more about Docubee Signature here.

Digital and electronic signatures are only one of Docubee's features. With Docubee, you automate a process end-to-end and collect signatures as part of your workflow. But, what sets us apart is that we don't charge per user and we don't operate in complicated envelopes. We also have a team of humans ready to help you. Contact us today to see how we are different.

Docubee is a HIPAA, FERPA, CCPA, and SOC 2 compliant platform, using AES-256 end-to-end encryption. Covered entities that wish to use Docubee to store information under HIPAA compliance must have at least one Docubee organization on the Enterprise plan and execute a Business Associate Agreement (BAA) with Docubee. BAA’s are available upon request.

Forms

Form automation can be a great way to keep paperwork organized and on track. Here’s what to know about using forms from Docubee.

A recurring ACH payment is an electronic funds transfer that automatically sends money from one bank account to another. For example, an employer or client may submit a recurring ACH payment to an employee or contractor to pay for services or goods. It’s an ideal scenario for long-term work or service arrangements.

There are three types of ACH form templates you can use to authorize sending or receiving automatic payments to or from your bank account:

ACH Credit Transfer Form Template: Used when an individual or organization wants to initiate a payment to another party. The form includes fields for the sender's information, recipient's information, payment amount, and other relevant details. By filling out this form, the sender authorizes their financial institution to transfer funds from their account to the recipient's account.
ACH Direct Deposit Form Template: Used when an individual or organization wants to receive payments directly into their bank account. It’s ideal for payroll purposes, where employees authorize their employer to deposit wages directly into their bank account. The form typically includes the employee's personal information, bank account details, and authorization for the direct deposit.
ACH Authorization Form Template: Used to get consent from an individual or organization to begin recurring ACH transactions. It’s common for subscription services, membership dues, and recurring bill payments. It includes the customer's information, bank account details, payment frequency, and authorization for ongoing ACH transactions. By completing this form, the customer grants permission for the designated amount to be automatically withdrawn from their bank account at specified intervals.

Form automation uses technology to simplify and streamline completing and managing forms and documents. It automates the creation, distribution, collection, and processing of forms, reducing the need for manual data entry and paperwork. For example, using form automation to collect customer information by creating online forms for customer surveys, feedback, or contact information. These forms can be embedded on the business's website, and the collected data processed and stored electronically, reducing the need for manual data entry and paperwork.

Form automation can be used for just about any process at your workplace that relies on forms. This includes, but is not limited to, business invoices, application forms, order forms, registration forms, request forms, HR forms, and more.

Docubee uses a combination of webhooks and Zapier integrations to connect platforms and send information between them.

Form automation works together with the contract automation process by making it easier to gather important information needed for creating and managing contracts. It uses automated forms to collect details like client information and contract terms, which are then used to create contracts without manual data entry. This makes the entire process faster and more accurate.

Integrations

Want to integrate the platforms you’re already using with Docubee? See common questions about our list of integrations.

Reach out to your account manager, message us using the help icon in the app, or send us a message at support@docubee.com. A team member will contact you within 6 business hours to assist you.

Yes. To protect data, integrated payment gateways feature strong security measures, such as encryption and tokenization. Both Docubee and our payment providers are PCI compliant.

Yes. Docubee allows you to collect payments as part of your workflow. Stakeholder recipients can sign and submit payment on a contract directly from the Docubee platform.

Docubee currently supports the following payment integrations:

Stripe
PayPal
Apple Pay
Google Pay
Amazon Pay
Alipay
CashApp Pay
Link
WeChat Pay

To get started, find step-by-step guides on managing payment integrations and setting up payment workflows. If you need help, please contact our customer support team.

A payment integration allows users to add payment collection functionality to workflows and systems by connecting to a payment processor. Doing so will enable you to close deals faster by creating a seamless customer experience.

Yes, depending on the tool you use. Docubee’s AI uses a secure environment and does not share data from generated documents with others. Our AI experience is protected by encryption in transit and 2-factor authentication to keep your data secure

Generative AI is a type of artificial intelligence that allows users to produce different types of content based on a prompt. Docubee’s AI Document Generation can be used to generate content and documents via AI.

Wish documents would just create themselves? AI documents do. Using AI document generation allows you to enter a prompt and any specific details you want to be included in your document, and AI will take those details and create functional digital document you can edit and collect signatures on.

Docubee’s Zapier integration allows you to connect with thousands of different app and CRMs.

Docubee workflows can be configured to export documents or form information to Salesforce automatically. After documents are uploaded or generated from forms data, they can be routed to the correct location in Salesforce as the next step of the workflow. This ensures that the resulting document will be automatically exported to Salesforce whenever a new workflow is triggered.

The Salesforce AppExchange is a cloud marketplace designed to help solve business challenges and accelerate digital transformation. The AppExchange has thousands of different integrations that you can connect to Salesforce and extend its functionality to achieve your goals.

Pipedrive is best for businesses looking to drive revenue. Pipedrive is best used by sales teams who need to manage and track leads and deals, and is great for any industry.

Capsule CRM is primarily used by small and medium sized businesses. It is mainly used to nurture prospects, accelerate the sales cycle, increase leads, and keep contacts organized.

Using the Docubee Capsule CRM integration allows you to fully automate processes, saving your business time and your employees the energy they need to grow your business. When your team creates a contact in Capsule CRM, Docubee will be automatically trigger to send out an NDA or document of your choice for this person to sign. The customer or prospect data collected by Docubee will automatically be sent to your Capsule CRM salesperson upon submission, allowing you to seamlessly reach out to the right people.

Yes. You can integrate Capsule CRM with Docubee in just a few easy steps. View our help center article for a step-by-step walkthrough on setting up your Capsule CRM integration with Docubee.

The Pipedrive integration works through the power of Zapier. Zapier connects Docubee and Pipedrive through the use of webhook triggers. Once a document is completed in Docubee, Zapier is triggered to send information and documents collected into Pipedrive

Keap is known for its ease of use and easy setup because a dedicated customer success manager is assigned to every plan. Learn more about using Keap here.

Yes. Our Keap integration can be set up in just a few steps with the help of Zapier. Here is a walkthrough on how to get set up.

Keap is a small business CRM that automates sales and marketing activities. Docubee offers eSignatures, forms, documents, and automated workflows to power your business further. You can use the Keap integration to:

Send and sign agreements or contracts
Automate the creation of agreements or contracts
Route documents
Track document status
Set automated reminders and follow-ups
Automatically store documents in the location of your choice

The ChatGPT integration is free to set up, and included as part of your Docubee plan—regardless of whether you’re using a free trial or a paid plan. ChatGPT offers both free and paid options. Zapier is a paid service with a free option for up to 100 tasks per month. You can sign up for the free versions of these tools and start generating and sending docs for no extra cost.

To integrate ChatGPT into your workflow, you can follow the steps in this instructional guide. As part of a workflow within Docubee, ChatGPT can generate unique documents based on your inputs. Once generated, you can place fields and send out the documents to be filled and signed.

This will vary depending on your intended use and what platforms you will be integrating ChatGPT with. However, to integrate ChatGPT with Docubee, you don’t need any code. Simply set up a series of workflows and connect ChatGPT and Docubee with Zapier. Set up your integration using these steps.

Using ChatGPT is simple. All you need to do is sign up for a free account. Once you’ve done that, you can feed the AI prompts. When integrated with Docubee through Zapier, you can feed the AI prompts as part of a workflow, and the document will be automatically fetched and generated within your workflow.

AI integrations are not owned or controlled by Docubee or Accusoft. Content generated by AI is intended to be used only as a starting point for documents and agreements. Docubee strongly recommends that you review any contracts or legally binding documents with legal counsel before sending.

Organizations use Salesforce for a variety of tasks, including contract management, opportunity tracking, customer engagement, and data analytics.

Use this step-by-step integration guide to get set up.

Docubee workflows can be configured to route documents to a designated Dropbox folder automatically. After Docubee has been integrated with Dropbox, documents will be exported to the appropriate destination whenever the workflow reaches the “Export Document” task.

Dropbox is a cloud-based file hosting and storage platform that allows users to securely access and share synchronized documents.

If you’d like to set up your Salesforce integration within a Docubee workflow, you can follow the steps presented in this Salesforce workflow automation integration document. If you would like to set up a native integration of Docubee in your Salesforce instance, you can contact our team for assistance.

Docubee workflows are configured to export documents or form information to Salesforce automatically. After documents are uploaded or generated from forms data, they can be routed to the correct location in Salesforce as the next step of the workflow. This ensures that whenever a new workflow is triggered, the resulting document will be exported to Salesforce automatically.

Salesforce is a cloud-based software designed to help businesses connect with their customers. Salesforce allows you to keep track of customer data, and automate sales and marketing processes like email marketing, lead captures, and lead scoring. With the Salesforce AppExchange, you can download and connect other apps to do even more with Salesforce.

Use this step-by-step integration guide to get set up.

Docubee workflows can export documents to any Amazon S3 bucket you have write access to. After entering credentials as part of the integration setup, you can configure any Docubee workflow to automatically transfer uploaded documents or documents generated by form data to an Amazon S3 location whenever the workflow reaches the “Export Document” task.

Amazon S3 is primarily used for storage in conjunction with services or applications running in AWS, including websites, mobile apps, backup systems, enterprise applications, IoT devices, and analytics programs.

Amazon S3 (or Amazon Simple Storage Service) is a scalable, cloud-based storage platform managed by AWS that allows multiple users to access and share files.

Use this step-by-step integration guide to get set up.

Multiple applications can be connected to Docubee through Zapier workflows. When an important event occurs in one solution, such as the creation of a new lead or contract, hiring a new employee, or the submission of an IT ticket, Zapier triggers the appropriate Docubee process and imports the relevant information. The process can also work in reverse, with the completion of a new Docubee form, document, or signature sending data to a connected solution via Zapier. Workflows can also send data back and forth between multiple apps within a single workflow. For example, a third-party app in a Zapier workflow can send data to Docubee to start a new Docubee workflow, which can then send data to another third-party app connected to Zapier.

Zapier is a workflow automation tool that connects multiple web applications so they can share information without requiring customized integrations.

Use this step-by-step integration guide to get set up.

Docubee workflows can be set up to export documents to Microsoft SharePoint automatically. Each workflow can send documents to a specific site, library, and path within SharePoint. After Docubee is configured and connected to SharePoint, it will send documents to the designated destination whenever the workflow reaches the “Export Document” task.

Organizations use Microsoft SharePoint to share information for collaborative projects and store files associated with important business tasks. The platform can be customized to provide each department or team with a dedicated site that provides access to the resources they need.

SharePoint is a Microsoft intranet solution that allows organizations to share and manage content, find information, and facilitate collaboration across multiple teams.

Use this step-by-step integration guide to get set up.

This integration works as part of the “Export Document” task within a workflow. Google Drive authenticates access to Docubee, and Docubee places the documents into the configured storage destination when the workflow executes.

Google Drive is a cloud-based file storage system trusted by many companies to store their important documents securely.

Legal Automation

No. You don’t have to worry about legal automation software stealing your job. Documents created with legal automation software still require reviews and editing, as well as setup.

Docubee legal automation software features encryption in transit as well as compliance with industry-leading security standards.

Legal automation software is suitable for firms of all sizes and is beneficial to small firms looking to grow. By using legal automation software to automate tedious paperwork, staff can focus on growing the practice and the number of billable hours they are clocking.

In a legal setting, contracts, client intake paperwork, NDAs, bill of sale agreements, power of attorney, and most other vital documents can be automated.

Document automation in law refers the ways legal documents can be automated, such as through the creation of templates or the use of automation software. Document automation allows you or clients to input answers for the system of your choice to automatically generate a legal document to the parameters provided.

Legal workflow automation refers to the process of automating repeatable tasks within your law firm. Automating these processes allows staff as well as lawyers to focus on strategic tasks rather than admin or non-billable tasks.

Onboarding

Automated employee onboarding gives your HR team more time to focus on building relationships. Answers to your most common onboarding questions are below.

NDAs are typically used in situations where an employer wants to protect its proprietary information from being disclosed by an employee. The NDA will outline what type of information is considered confidential and cannot be shared without the employer's permission. One situation where an employment NDA would be used is if the employer has trade secrets that it wants to keep confidential. For example, a company might have developed a new product or process that it does not want its competitors to know about. In this case, the company would require all of its employees to sign an NDA prohibiting them from disclosing any confidential information about the product or process.

To make your job easier, Docubee's API allows you to integrate workflow and eSignature functionality into your existing applications. Our automated workflow helps you get more done so you can spend less time gathering and tracking data and more time on high-value tasks.

When two parties sign a non-disclosure agreement (NDA), they are agreeing to keep certain information confidential. The NDA will outline what information is to be kept secret and for how long. Once the NDA is signed, it is legally binding, meaning both parties are obligated to uphold their end of the agreement. If one party violates the NDA, the other party may have grounds for a civil lawsuit. In order to enforce an NDA, however, the victim would need to prove that they suffered damages as a result of the breach. This can be difficult to do, which is why it's important to carefully consider whether or not an NDA is necessary before entering into one.

Patient Intake

Explore FAQs about our secure, HIPAA-compliant digital patient intake forms.

Creating a digital intake form is easy with Docubee. Simply upload your existing form and place fields, get started with one of our prebuilt templates, or start from scratch with a web form.

Payment Collection

Reach out to your account manager, message us using the help icon in the app, or send us a message at support@docubee.com. A team member will contact you within 6 business hours to assist you.

Yes. To protect data, integrated payment gateways feature strong security measures, such as encryption and tokenization. Both Docubee and our payment providers are PCI compliant.

Yes. Docubee allows you to collect payments as part of your workflow. Stakeholder recipients can sign and submit payment on a contract directly from the Docubee platform.

Docubee currently supports the following payment integrations:

Stripe
PayPal
Apple Pay
Google Pay
Amazon Pay
Alipay
CashApp Pay
Link
WeChat Pay

To get started, find step-by-step guides on managing payment integrations and setting up payment workflows. If you need help, please contact our customer support team.

Platform

Docubee Platform combines workflows with forms, documents, and eSignatures to power the different departments at your organization. View common FAQs about business process automation below.

Any processes with repeatable tasks can be automated. Start by identifying what processes are currently taking up the most time at your business that you would like to automate. Using a list of all processes can be a great way to begin. Next, put together a plan or work with your BPA provider to plan and implement a solution.

Just about any process at your business can be automated. Examples include: approval requests, employee onboarding, vendor contracts, performance reviews, and expense reports to name a few.

Business process automation or BPA for short, refers to the use of software to automate repetitive, multi-step business tasks. An automated expense report is a great example. In this use case, an employee would submit their expenses, all inputs would be automatically routed to accounting to approve, once approved the system would automatically notify all parties of accounting’s responses and escalate if needed.

Pricing & Plans

Learn more about our pricing tiers and payment options.

No. It is not necessary for all participants to have an account. Notifications will be sent via email and participants can review, assign, or delegate without having a Docubee account. Docubee provides seamless processes for internal or external use.

No. Participants can fill out forms and provide eSignatures without a Docubee account.

Yes. You may cancel your plan at anytime, and it will not renew.

Yes. Contact us for help upgrading your plan.

Yes. Your subscription will automatically be renewed until you let us know you would like to change your plan or cancel your account.

Organizations are entities associated with a company that contains both groups and members. All pricing plans are associated with a single organization and may contain unlimited users and groups. If you need multiple organizations, contact us so we can talk through your needs.

Docubee's AppSumo, Docubee Sign, and Contract Essentials plans include 200 transactions annually for each seat purchased. Based on historical data, we know that that number far exceeds a typical organization’s usage. However, if your organization uses more than 200 signature requests per year, your plan is still active. A member of our team will work with you to create a subscription plan tailored to your growing organization with fair pricing and zero interruptions to your active workflows and templates.

Our starter plan is designed for those who need the basics, and includes 2 users. All other plans include unlimited users so that you can add others as needed. Administrators can assign roles to users to ensure proper access and security.

You can be up and running in as little as a few hours depending on what you need. If you have a complex integration and need professional services help to get started, we can have you up and running in a week.

Yes. After your 14-day free trial expires, you’ll still be able to access your account.

Our 14-day trials are free and require no credit card to get started. During your trial, you can build unlimited workflows and access all of Docubee’s features, including eSignatures and APIs. Even after your trial expires, you will receive 3 free eSignatures a month in Docubee. We’ll save all of the workflow templates you make for you to access at any time. And if you decide to upgrade, you’ll be able to access these after your free trial.

No. You can start with a 14-day free trial and upgrade at any time to a paid plan with more advanced features.

Demo demo

Rebrand

OnTask is now Docubee. While not much has changed aside from branding, you may still have questions. Find answers about the rebrand below.

Yes, but they will redirect to a Docubee URL and show Docubee logos and colors unless you have configured custom branding.

Nope! You can add docubee@docubee.app to your email address book or any email whitelisting you have in place to ensure you receive emails from the new domain.

Yes. For customers who are not using custom branding, emails from Quick Sign and Workflows will show the Docubee formerly OnTask logo. Additionally, Workflow URLs and branding from the former OnTask app will update to be Docubee links and show the Docubee logo and colors. There will be no branding changes for customers who have configured custom branding for their emails or workflows previously.

The biggest change is that all emails coming from the Docubee platform will now come from docubee@docubee.app instead of ontask@ontask.io. So, any of the auto-generated emails from your workflows will now be coming from Docubee.

On February 14th the domain change and all related updates will go into effect.

Referral Program

No. Referral program points and benefits are only awarded for first-time purchases of monthly or annual Docubee subscription plans.

50 points - $25 gift or gift card
100 points - $50 gift or gift card
300 points - $200 gift or gift card
700 points - $500 gift or gift card + ambassador box

10 points for every new, verified Docubee account created using your unique referral link
50 points for every attended first-time Docubee demo call you refer
200 points for 1-4 first-time Docubee purchases you refer in a calendar year
300 points for 5+ first-time Docubee purchases you refer in a calendar year PLUS a Docubee Ambassador Box
25 points for allowing the use of your company logo in Docubee marketing materials
100 points for participating in a Docubee case study, +50 points for sharing the completed case study on LinkedIn
100 points for co-presenting on an Docubee-hosted webinar
300 points for co-presenting at a third-party hosted event or webinar

The customer referral program is for current Docubee customers with an account in good standing. Docubee reserves the right to award points and rewards to non-customers on a case-by-case basis.

You can find your existing referral link by visiting docubee.com/refer and clicking ‘Check My Status’ on the signup form.

Simply contact us or let your account manager know you’d like to redeem your points and they’ll let you know what rewards are available.

You can check your point status by visiting docubee.com/refer and clicking ‘Check My Status’ on the signup form.

Once your point activity has been verified by our team, we will deposit the points into your account. See ‘How to Get Points’ below for a list of events.

Customers can sign up for the referral program at docubee.com/refer to get their unique referral link. Then simply share the link with your network, and collect points when your referrals use your link to sign up for Docubee, get demos, or make purchases. Program members can also collect points from participating in other point activities outlined in ‘How to Get Points’ below.

Security & Compliance

Security is one of the most important things to us here at Docubee. Get answers to your Docubee-specific security questions.

Yes. All signatures obtained through Docubee are legally binding and HIPAA compliant. Each signature received through Docubee comes with an audit trail that allows you to view timestamps and IP addresses associated with all actions on your document.

Yes. Docubee is a HIPAA, FERPA and SOC 2 Type II compliant platform. Covered entities that wish to use Docubee to store information under HIPAA compliance must have at least one Docubee Organization on the Premium Plan and execute a Business Associate Agreement (BAA) with Docubee. BAA’s are available upon request.

Yes. Docubee is hosted on Amazon Web Services. We have encryption in transit as well as download tokens that expire after two weeks to ensure secure routing and data gathering. Docubee is also HIPAA, FERPA, SOC 2 Type II, and CCPA compliant.

Support

Need product support? View our support FAQs, and reach out to us if you still have questions.

Check out our glossary of terms to understand all of the workflow-specific terminology used within the tool. You can always contact us if you still have questions.

Professional services hours can be used for anything your team needs help with including form, document, and workflow set-up; general onboarding, training, consulting, creating custom workflow templates, configuring integrations, and/or advanced document processing. The hourly rate for professional service hours is $250. Hours can be purchased a la carte or in custom packages for a discounted rate. Contact us for options.

Yes. We offer a variety of support channels to all of our users, including a help center, how-to videos, and weekly office hours. You can also email or chat with our support team during normal business hours (8 AM - 5 PM ET, Monday - Friday). Users with professional service hours can also get scheduled technical phone support.

Travel

Docubee handles the automation of common travel forms like travel requests and travel authorizations. Get answers on digital travel forms below.

A travel authorization form allows employees to request authorization for business travel. When filling out a travel authorization form, be sure to include as much information as possible to ensure quick review and approval.

Important fields to include in a business travel request email include:

Your name and employee email
The purpose of your trip explained in detail
A requested budget and/or predicted travel costs
Date of travel and return
Any additional information your boss should know

Creating a travel request form is easy. Sign up for a free trial of Docubee and launch the travel request form template. You can update all fields and customize for your business.

A travel request (TRA) form is a document filled by an employee and submitted to their manager to request necessary business travel and budget.

FAQs

Capabilities / Use Case

What is document collaboration?

How does an e-contract differ from other forms of contracts?

Are digital contracts valid?

How do you make a digital contract?

What is a digital contract?

What are HIPAA-compliant forms?

How do I create a digital intake form?

What is digital patient intake?

Can small businesses benefit from onboarding automation software?

Is employee self-onboarding the same as automated onboarding?

What is automated employee onboarding?

What is onboarding software?

What software does Docubee integrate with?

Can I use Docubee at events?

Can Docubee help me with client or patient check-ins?

Competitors

How Can I Get Started With Transitioning From Docusign to Docubee?

How does Docubee's User Interface Compare to Docusign?

What Training and Support Options are Available for Transitioning?

Can Docubee Support the Same Volume of Transactions as Docusign?

What are the Additional Functionalities Offered by Docubee?

Construction Contract Management

Does construction management software keep my business compliant?

Does construction contract management software integrate with other construction management tools?

How can construction contract management software assist with change order management?

Can construction contract management software help in managing multiple projects simultaneously?

How does construction contract management software improve project accountability?

What is a construction contract agreement?

Contracts

What are contract workflow examples?

What is a workflow process?

What is contract workflow?

What is a standard non-compete agreement length?

What is a non-compete clause example?

How do I write a non-compete agreement?

Keep it reasonable.

Make it clear.

Limit the duration.

Geographical restrictions.

Specify Scope.

Are NDA and non-compete agreement templates the same?

How does an e-contract differ from other forms of contracts?

Are digital contracts valid?

How do you make a digital contract?

What is a digital contract?

Docubee API

What is an eSignature API?

eSignature vs. digital signature API, what’s the difference?

How long does it take to launch the API?

What capabilities does the API have?

What use cases does the API support?

What compliances does the Docubee eSign API meet?

What does “White Label” mean?

With the API packages, do I get the same features and support as the Enterprise plan?

How many transactions are included in each API package? What if my transaction volume is higher than what’s included in the packages?

Does Docubee receive data/documents from an API integration as well as send them?

What is the difference between a webhook and an API?

Documents

How does document generation software work?

What type of documents can I generate?

How do you collaborate on a document?

Are digital contracts legal?

What is a document workflow?

What is a digital document?

eSignatures

What is electronic signature software?

How does Docubee’s electronic signatures process work?

Why use eSignatures?

What are eSignatures?

What is the difference between eSignature and Digital Signature?

Are signatures obtained in Docubee legally binding?

Features

How do you collaborate on a document?

Which industries use intelligent contract automation?

How is Docubee different from an eSignature platform?

Is your contract automation platform secure?

Does contract management software help with reporting?

Does the Docubee platform integrate with my CRM?