Settings
Last updated
Last updated
Global Settings:
Company Information: Define and edit basic details about the company, like name, address, and other identifiers.
Groups, Users and Permissions: Manage user roles and permissions, allowing different levels of access to various features within DocBits.
Integration: Set up and configure integrations with other software or systems, enhancing DocBits' functionality with external services.
Document Types: Specify and manage different types of documents that DocBits will process, such as invoices, orders, etc.
Email Notification: Configure settings for email alerts and notifications related to document processing activities.
Dashboard: Customize the dashboard view with widgets and metrics that are important for the users.
Document Processing:
Documents Expiry: Set rules for how long documents are retained before being archived or deleted.
Import: Configure how documents are imported into DocBits, including source settings and file types.
OCR Settings: Adjust settings for Optical Character Recognition (OCR) that converts images of text into machine-encoded text.
Classification and Extraction: Define how documents are categorized and how data is extracted from documents.
Master Data Lookup: Set up lookups for validating or supplementing extracted data with pre-existing master data.
List of Values: Manage predefined lists that are used in data entry and validation.
Export: Configure how and where processed documents and data are exported.
Module: Additional modules that can be configured to extend functionality.
API Licenses: Manage API keys and monitor usage statistics for APIs used by DocBits.
Supplier Settings: Configure and manage settings specific to suppliers, possibly integrating with supplier management systems.
Cache Management: Adjust settings related to the caching of data to improve performance of the system.
