Settings

Settings Overview Page

The Settings area is your central hub for configuring DocBits. It is organized into five main sections:

1. Organization & Access

Manage your company profile and control who can access what.

• Company Information: Enter your company name, address, tax ID, and other legal identifiers.

• Users: Add, edit, or deactivate user accounts and assign roles (Admin, System Admin).

• Sub-Organizations: Create and manage sub-organizations for multi-entity setups.

• Groups and Permissions: Define user groups and configure granular permissions for each group.

2. Document Processing

Configure how documents are imported, processed, and exported.

• Documents Expiry: Set automatic deletion rules for documents (e.g., delete after 48 hours, 1 week, etc.).

• Document Types: Define and configure the document types DocBits processes (Invoices, Orders, Delivery Notes, etc.), including fields, table columns, scripts, and more.

• Import: Set up how documents enter DocBits — via email (IMAP/Office 365), FTP, or file upload. Configure file types and page limits.

• Rule Management: Define conflict resolution rules for invoice-to-PO reconciliation, including tolerance settings and approval workflows.

• OCR Settings: Configure Optical Character Recognition quality thresholds, E-Text usage, AI OCR version, and table extraction behavior.

• Classification and Extraction: Set up document splitting, amount formatting, table extraction methods, classification rules, and AI models.

• Lookup Master Data: Configure how extracted data is validated against master data from your ERP system (e.g., supplier accounts, purchase orders).

• List of Values: Create and manage predefined value lists used in dropdowns and data validation.

• Export: Configure how and where processed documents are sent — via Webhook, SFTP, SMB, or Infor integrations (IDM, ION, M3, LN).

• Module: Enable or disable optional features such as PO Dashboard, Auto Accounting, Supplier Portal, Workflow Builder, QR-Code Extraction, and more.

• Decision Trees: Build rule-based decision logic using a visual designer. Supports multiple policies (Unique, First, Priority, Collect, etc.).

• Agent Setup: Create and manage automation agents and communication channels for automated document processing workflows.

3. Communication & Notifications

Control how DocBits communicates with users and processes incoming emails.

• Email Notification: Configure email alerts for document processing events and status changes.

• Email Templates: Create and manage reusable email templates for notifications, organized by document type.

• Email Ingestion: Configure how incoming emails are automatically classified and converted into documents. Includes rules for classification, field extraction, processing, sender management, and training — organized by document type (Orders, Invoices, Quotes, Delivery Notes, COA, PO Confirm).

4. System & Administration

Monitor system health, manage integrations, and maintain security.

• Integration & SSO: Configure API keys for external integrations and set up Single Sign-On (SSO) with identity providers.

• Watchdog: Set up the Watchdog service for automated document import from local directories.

• Dashboard: Customize dashboard behavior — filters, export settings, action permissions, and status display options.

• Activity Logging: View real-time system event logs filtered by severity (Debug, Info, Warning, Error), time range, and service.

• Analytics: Access detailed analytics dashboards including Logs Analytics, Auth Security monitoring, and API Metrics with Real User Monitoring (RUM).

• Access Audit: Enable and review audit trails that track all Create, Update, and Delete actions across your organization for compliance and security.

• System Licenses: View and manage API license information and usage.

• Cache Management: Configure automatic cache clearing intervals (TTL) for Received Delivery, Purchase Order, and Task/Notification caches.

• Fulltext Search Settings: Configure full-text search capabilities across your documents and data (requires the Fulltext Search module to be enabled).

5. Supplier Settings

Configure the Supplier Portal and manage supplier-related workflows.

• Supplier General Settings: Set up supplier portal invitation fields, configure workflow statuses (Not Invited, Open, Pending Registration, Approved, Rejected), and manage approval settings.

• Email Templates: Create and manage email templates specifically for supplier communications.

• Supplier Layout: Customize the layout and appearance of the Supplier Portal.

• Export Configuration: Configure how supplier data is exported to external systems.

• Supplier Group: Create and manage supplier groups to categorize and organize your suppliers.

• User and Supplier Group Mapping: Link internal users to specific supplier groups to control visibility and access.