Getting Around the New Layout

This page is a quick orientation to the current DocBits layout — where to find things, how the navigation works, and how to use the new help affordances. Use it as a reference if a screen looks different from what you remember or if you can't immediately find a setting.

The sidebar

The main sidebar lists every section of DocBits you have permission to use. Two ways to control it:

• Mini mode — click the toggle at the top of the sidebar to collapse it to icons only. Hover any icon to read its label. The sidebar remembers whether you last had it expanded or collapsed.

• Customize — at the bottom of the expanded sidebar there is a Customize entry. Use it to reorder the menu, hide entries you don't use, or pin the ones you open most often.

For the full walkthrough of reordering, hiding, and pinning, see Customizable Sidebar.

Where settings live now

The Settings menu is grouped by intent rather than by data model. If you remember a setting but can't find it, try the matching group below:

Looking for…	Open Settings →
Your company name, logo, time zone, app colour	Company & Users → Company Information
Users, groups, permissions	Company & Users → Groups, Users and Permissions
API keys, ERP connections, export configurations	Integration
Document types, fields, scripts, EDI, model training	Document Types
OCR settings, decision trees, list of values, rule manager	Document Processing
Access audit, analytics, full-text index, event log	Logging & Search
Supplier portal, Watchdog	Setup

Page positions inside each group are arranged with the most-used pages near the top.

Long settings pages — anchor navigation

Settings pages that contain many sections (for example Global Settings or a Document Type configuration) show a list of anchor links in the page header. Click an anchor to jump to that section. The URL updates as you scroll, so the link to a specific section can be copied or bookmarked.

Finding documentation while you work — help icons

Most settings pages, dialogs, and tooling screens now show a small ? icon in the header.

The help icon opens the matching documentation page in a new tab.

Clicking the icon opens the matching page on docs.docbits.com in a new tab — no need to search the docs for the right page. The icon respects your selected UI language and opens the localised documentation when one is published; otherwise it falls back to English.

Signing in

The sign-in screen, password reset, and SSO entry points (Microsoft 365, Google, Infor OS) share the same layout as the rest of DocBits. Errors appear directly under the field that triggered them; the password reset and help links live at the bottom of the form. The flow is the same as before — only the layout changed.

If something feels missing

If a page or setting seems to have moved and you can't find it:

1. Open Global Quick Search with Cmd/Ctrl+K and type the feature name — Quick Search indexes every page across the app.

2. Open the Sitemap at /sitemap for the full, filterable catalog.

3. Use the help icon on the closest screen to jump into the documentation.