Overview of Your Docubee Repository

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Docubee Repository provides a secure, centralized, and easily accessible storage. Store all your signed documents and contracts in one organized and searchable place. Upload, manage, and find everything you need efficiently.

This unified hub streamlines your document management while allowing for easy access and milestone tracking, resulting in optimized performance while saving time, reduced errors or  missed dates.

In this article:

• Access your Docubee Repository
• Import documents to your Repository

Access Your Docubee Repository

In Docubee’s left navigation bar, click the Repository icon. The Repository is currently in Beta with more feature updates in the works!

You won’t have any files in your repository initially, so let’s get you started!

Adding documents to your Repository is easy, and there are several ways to do it.

First select the workspace to which you want to add the document using the workspace selector at the upper-left corner.
Note: Only workspaces that you have permission to view will be available.

• As Quick Signs and Contract documents are completed, they will automatically appear in your Repository.
  Note: Refresh the page to see the completed documents. Documents completed before the addition of the Repository feature will not automatically appear in it. You can download them to your computer and upload them to the repository.
• For workflows, you can configure the Export Document task in the workflow builder to send your workflow documents to your Repository.
• For your own documents on your computer/device, import them using the + IMPORT button in the Repository.
  Note: Upload documents from your computer/device, Google Drive, or box.

In the Repository, you can:

• View, download, and delete documents in the Repository using the document’s shortcut menu.
• Find a file by entering the search criteria in the Find a file bar at the top.
  • The documents in the repository will get filtered to match your search criteria.
  • Click the X at the right end of the search field to clear the search criteria and see the complete list of documents again.

Import Documents to Your Repository

1. Click the + Import button at the upper-right corner of your screen to open the Add Files modal.
2. Use the following sources to select and add documents to your Repository:
   1. Drag & drop files or click the Upload Document button to select documents from your computer.
   2. Click Google Drive and select documents.
   3. Click box and select documents.
3. Click Continue to add the selected documents to your Repository.
4. The documents will appear in your Repository.

Related Information

Additional Resources

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