Download Workflow Documents

There are two different ways that you can download a document that is included as part of a workflow. You can either access them via the "Download" button found in a Docubee email notification or directly in your Docubee dashboard.

Before You Begin

It's important to note, that you can only download documents that have been downloaded enabled in a view file or an email task in the workflow designer.

Email Notification with Download Button

If an email task is configured with a "Download" button, the email recipient will be able to click it in the email to download the specified document.

Download from the Dashboard

If you are a member of the workspace that owns a workflow, you can download a document associated with a workflow in the Docubee dashboard:

1. Log in to Docubee. If you're already logged in, make sure you're on the dashboard in "Manage" mode.
2. In the left sidebar, you'll see all of the workflows for any workspaces of which you are a member, as well as any workflows in which you're a participant.
3. Click the workflow to select it.
4. In the list of in-progress workflow instances, click the workflow instance associated with the document you want to download.
5. This will open the right panel that displays information about that workflow instance.
6. Click the paperclip icon to view downloadable documents.
7. Select the document you want to download.

Related Information

All About Workflows (Quick Reference) Need more help getting set up? Contact us for assistance from our customer support team.