Docubee Usage

Once Docubee is setup (see Docubee Setup article) using Docubee is very straight-forward.

Sending a document for signature

On the PrintVis case card where the Quote and other documents are listed is a new action called Send for Signature

A list will display all the report types that were enabled for Docubee during setup. Select the report type to send and click OK.

Next, a list of different report layouts available for that report type is displayed. Select the report layout to use and click OK.

Next, the name and email address assigned to the contact of the case will display and can be changed if needed.

Also, on this page it is possible to attach an additional PDF to this report by clicking Add additional PDF

It is also possible to Show Preview to see what the document will look like in Docubee

Click Next to continue and the default email subject and body will be filled in from the setup. Here the subject or body can be edited before sending the document. Click Finish on the summary page to send the document

A small dialog will appear showing the status of the document being sent to Docubee and will close when finished returning to the Case Card

Document Status

As part of the setup process, it is possible to create a job queue entry to automatically check and update the status of all documents sent for signature. By default, this job queue checks for updates every 5 minutes but can be set to check more or less often.

If you manually want to check the status of a sent document or see all the documents sent for signature on a case, in the same menu as Send for signature there is another action called Docubee Documents

This page will show all documents sent for signature through Docubee and their current status.

Refresh Status will immediately check the status of the selected document

Download Document allows the user to download a copy of the signed or declined Document

Delete Document deletes the document from the PrintVis Docubee list. Be aware this does not cancel the document within Docubee or stop the signature process but only removes it from the list of documents PrintVis checks the status on.

Error Details will display any errors that Docubee returns related to a document or its status

Activity Log will display all the activity related to a document such as sending the document to Docubee and each time the system checked for a status