Document Types

DocBits Document Types Explained: Create, Configure & Assign Processing Settings

Document Types Page

Overview

The Document Types page lists all document types recognized and processed by DocBits. It is divided into two sections:

• Default Document Types: Pre-configured types provided by DocBits (Invoice, Credit Note, Delivery Note, Order Confirmation, Contract, ZUGFeRD, etc.). These cannot be deleted.

• Custom Document Types: Types you create for your specific business needs. These can be edited and deleted.

Controls per Document Type

Each document type card shows:

Control	Description
Activate	Toggle to enable or disable this document type for processing.
Extraction	Toggle to enable or disable AI-based data extraction for this type.
Settings (gear icon)	Open additional configuration options for the document type.

Configuration Tabs

Below each document type, you can access the following configuration tabs:

Tab	Description
Labels	Manage display labels and translations for the document type.
Edit layout	Modify how the document appears in the validation view, including field positions.
Document Sub Types	Configure subcategories for this document type (e.g., different invoice formats).
Table columns	Customize which data columns appear in the line items table.
Fields	Manage the data fields extracted from the document (add, edit, or remove fields).
Model Training	Configure and train the AI model used for recognizing and extracting data.
Regex	Set up regular expressions for pattern-based data extraction.
Scripts	Write custom processing scripts that run during document processing.
E-Doc	Configure electronic document standards (XRechnung, ZUGFeRD, EDI, FatturaPA).

Creating a Custom Document Type

1. Scroll down to the Custom Document Types section.

2. Click + New.

3. Enter a name for the new document type.

4. Configure the fields, layout, and extraction settings as needed.

See Setup Document Type for detailed setup instructions.