Starting with Docubird

Activate today, get started tomorrow

Rolling out Docubird for your organization is easier than you think.

  1. Purchase licenses
  2. Activate the desired solution(s)
  3. Invite colleagues to use Docubird

1. Purchase licenses

New to Docubird?

Start by Purchasing licenses via Microsoft. This only takes a few minutes. After payment is processed, the license will be activated within 24 hours.

Already have Docubird licenses?

You can increase or decrease the number of licenses at any time: Assigning, adding, or removing licenses.

2. Activate the desired solution(s)

Each license provides full access to the Docubird Document Manager and the Outlook and Office add-ins. You decide which components you use to make your document management easier, faster, and more valuable.

Follow the instructions for the solution you want to roll out and share them with your IT administrator. You can choose one or more of the following:

3. Invite colleagues to use Docubird

Let your colleagues know they can start using Docubird.

Ask employees to:

and then sign in with their business Microsoft account.

After the first sign-in, Microsoft automatically assigns an available license to the user. More information about Microsoft’s assignment policy and scaling licenses up or down can be found on our knowledge base: Assigning, adding, or removing licenses.

Docubird is designed for intuitive use, following the way users are already accustomed to working with Microsoft. After the first activation, users receive a few short tips to help them get the most out of Docubird.

FAQ

Do I need to install Docubird?

No. Docubird works on a license basis and does not require installation. In managed environments, the only requirement is that the add-in(s) are made available via the Microsoft admin center by a user with admin rights.

Which files do I see in Docubird?

Docubird works as a layer on top of all Microsoft 365 files in SharePoint, Teams, and OneDrive, adding extra functionality and ease of use. If your organization does not yet have data in SharePoint, you will start with a clean environment. Access rights continue to be managed through Microsoft. If you want to make changes, see: Managing document access.

How do I switch from my current DMS?

The Docubird team can usually provide project-based support for migrating files to SharePoint. This applies only to organizations that already use Docubird (minimum 10 licenses).

Which modules and integrations does Docubird offer?

Work processes can be further optimized with modules and integrations, such as:

  • Automatic generation of library structures (provisioning)
  • Digital signing
  • Document approvals
  • CRM integrations
  • Workflows

To activate modules or integrations, contact support@docubird.com. Extensions are only supported for organizations that already use Docubird (minimum 10 licenses) and are configured after the initial implementation.

Can I request custom development?

Docubird is based on a fixed blueprint that delivers a clear document management system for about 90 percent of organizations. If your organization requires a specific setup, we are happy to discuss the possibilities with you.

Can I try Docubird first?

Yes! We offer everyone a free 30-day trial license. In a managed environment, the Consent Request on app.docubird.com must be approved once in advance by a user with global admin rights. The same instructions for making add-ins available apply as with a paid license.

I want to learn more

We would be happy to get in touch with you.

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