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Document Types

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

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See Setup Document Type for detailed setup instructions.

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