Dashboard Tools

To the right of the search bar, you will find some dashboard tools.

Refresh table

Click this button to refresh the dashboard and load the most up-to-date data and statuses.

Advanced settings

Click the gear icon to open the Advanced Settings menu.

In the Advanced Settings menu the following options will be available:

More settings

Use this button to access the Admin Settings for the dashboard. Full documentation for these settings can be found here.

Keyboard shortcuts

Use this button to display all keyboard shortcuts for the dashboard. Detailed explanations for each shortcut can be found here.

Import log

Use this button to open a table displaying all recently imported documents via email, along with relevant information for each.

You can filter the logs by subject or sender, sort columns in ascending or descending order by clicking the column headers, and rearrange them using drag-and-drop.

Set table columns for organization

Click this button to open a menu where you can manage the visibility of dashboard columns. Select column names and use the arrows to add or remove them from the dashboard view. Click Done to save your changes.

You can set the column order by clicking the dots next to a column name and dragging it to the desired position.

Add fields from a document type as columns in the dashboard

You also have the option to add additional columns from specific fields of specific document types to customize your dashboard view. To do this, simply click Add Field from Document Type.

Choose a document type to see which fields are available for the selected type. For each document type there are different fields that you can add. You can search for a specific field using the search bar at the top.

Select the fields you want to display as columns, then click Add to Visible Columns. The selected fields will appear as columns on the dashboard, showing their corresponding values.

Scan document

Use this button to scan a document directly.

To use this feature, you need to have a scanner connected to your system. If a scanner is available, you can select it on the right, name your document, and click Scan. Optionally, you can adjust scanning settings on the right before starting the process.

Note: This feature must be activated under Settings -> Document Processing -> Module -> Document Type -> Document scan

Analytics

Clicking this button will display a new area showing the current count of documents in each category.

Click any category to filter the documents by that specific category.

Start e-mail import

Clicking this button will check your email inbox, according to the email import configuration, and import any new documents.

Export this table

Use this button to export all documents currently displayed on the dashboard, based on the number of documents shown per page. You can export the table as a .csv or .xlsx file.

Note: This feature must be activated under Settings -> Global Settings -> Dashboard -> General -> Export Dashboard Data

Upload

Click this button to manually upload one or more files.

You can either drag and drop files into the pop-up window or click Upload Documents to select them from your file explorer.

If you prefer to manually specify the document type instead of allowing DocBits to auto-classify it, toggle the Classify As option and select the appropriate document type from the list.

After selecting your files, click Upload to begin the upload process.

Debugging mode

You can activate debugging mode to receive an additional option. To access debug mode simply add to the url ?debug=true . Now you should have an additional option

Show loading times

Clicking this button will open a pop-up window displaying the loading times for each service, with the total loading time shown at the bottom.