Company Preferences

Overview

In the Company Preferences, you can configure key formatting and notification settings for the application. These include:

• Choosing the date pattern to be used throughout the application

• Setting the amount formatting (e.g., decimal separators, digit grouping)

• Enabling or disabling push-up notifications when a new update is available

How to Access

To access the Company Preferences:

1. Navigate to Settings → Global Settings → Company Information

   
2. Scroll to the Company Preferences section

   

Date Pattern

In this setting, you can choose the date format to be used throughout DocBits. Several formatting options are available, allowing you to customize how dates are displayed.

The following placeholders are used in the date pattern:

• %d – Day (e.g., 07)

• %m – Month (e.g., 07)

• %Y – Full year (e.g., 2025)

• %y – Two-digit year (e.g., 25)

Example formats:

• %d.%m.%Y → 07.07.2025

• %m/%d/%y → 07/07/25

Select the format that best fits your organizational or regional requirements.

After making your changes, click the Save button in the bottom-right corner to apply them.

Amount Formatting

This setting allows you to define how amounts are formatted throughout the application—for example, whether to use a comma ( , ) or period ( . ) as the decimal separator.

Example formats:

• 1,000.00 (US format)

• 1.000,00 (European format)

After making your changes, click the Save button in the bottom-right corner to apply them.

Note: This setting controls how amounts are displayed throughout DocBits. The amount format in the Field Validation screen is determined by the document’s origin setting.

New Version Info Dialog

This setting allows you to enable a popup notification when a new version of the application is released. When activated, a dialog will automatically appear if an update is available. To apply the update:

Click Refresh to Close in the dialog window. DocBits will reload and open with the most recent version. This ensures users are always working with the latest features, improvements, and bug fixes.

After toggling the setting on or off, click the Save button in the bottom-right corner to apply your changes.