What's the difference between a Docubee workflow and the files in the Documents section?

Modified on Wed, Nov 13, 2024 at 3:41 PM

I'm a little confused at the significance of the documents stored in my Docubee account:



  • Is there a difference between the documents used in workflows and the Documents section in the main view? Is everything ultimately used for workflows?

  • Do documents used in the creation of Quick Sign forms ultimately become workflows?


The content for workflows and that for Quick Sign forms at the left of the main view are completely separate. That is, nothing in the Documents section is used for workflows at all. The items under Documents are used for QuickSigns and Contracts.


Generally speaking, each of the features in the Nav Bar should be considered as completely separate parts of Docubee that do not interact with each other.

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