githubEdit

Company Information

Company Information
Company Information Page

The Company Information page lets you manage your company profile, preferences, and subscription details. It is organized into the following sections:

Company Information

This section contains your core company data, grouped into four areas:

Company Identity

  • Name (required): The legal name of your company.

Address

  • Street + Number: Your company's street address.

  • Postal Code: ZIP or postal code.

  • City: City name.

  • Country: Select your country from the dropdown.

  • Company ID: A unique identifier for your company, used for integrations and internal reference.

  • Tax ID: Your tax identification number for financial reporting.

  • Commercial Register ID: Your commercial register number for legal documentation.

Contact

  • Official Company Phone Number: The primary phone number for your company.

  • E-Mail: The main email address used for official communications.

After entering or updating any fields, click Save to apply your changes.

Company Preferences

Configure company-wide default settings:

  • Date Pattern: Choose how dates are displayed throughout DocBits (e.g., %m/%d/%Y, %d.%m.%Y).

  • Amount Formatting: Select the number format for amounts (e.g., Deutsch for 1.000,00, English for 1,000.00).

  • New Version Info Dialog: Toggle whether users see a notification when a new DocBits version is released.

Click Save after making changes.

App-Color

Customize the primary color of the DocBits interface. This is useful for visually distinguishing different environments (e.g., dev vs. production).

  • Color: Enter a hex color code (e.g., #2388AE) or use the color picker.

  • Click Save to apply, or Reset to restore the default color.

Subscription Plan

View your active subscription plans and their details:

  • Plan Name: The name of each active plan (e.g., DocBits, DocFlow Users, DocSearch).

  • Days Left: How many days remain until the plan expires.

  • Start Date / End Date: The subscription period.

  • Users Count: Total number of users in your organization.

  • Sub Organizations Count: Number of sub-organizations configured.

  • Suppliers Count: Number of suppliers registered.

Subscription Usage

Monitor your monthly token and workflow consumption:

Column
Description

Type

The usage type (Document or Workflow).

From / To

The billing period dates.

Tokens Used

Number of tokens consumed in the current period.

Remaining Tokens

Tokens still available in the current period.

Use the Select button to filter by specific date ranges.

Last updated

Was this helpful?