If you would like to integrate your SFTP with DocBits in order to import documents.

Requirements

• Correctly configured, Linux compatible SFTP Server

• SFTP Hostname, Username and Password

• Dedicated Import folder

Import Configuration

From the Dashboard, open Settings and navigate to Import. Under FTP Import, select to add a new configuration.

Enter SFTP credentials in the given spaces and select save (The API Key field will automatically be filled with the API Key of the environment you are working on).

Once you have entered all the necessary details of your SFTP, click SAVE.

A guide to uploading documents to DocBits.

If you’re looking to import documents manually into DocBits, follow these simple steps:

• Click on the Upload button on the DocBits Dashboard.

• A window will appear where you can upload your documents via file browser or drag and drop. You can upload up to 10 documents at once.

• To upload documents via file browser, click on the Upload Documents button and select the files you want to upload. Once you’ve selected the files, click on Confirm to start the upload process.

• Alternatively, you can drag and drop your files onto the DocBits import window.

• After the files have been uploaded, they will have the initial status of “Running”. During this time, the upload is being processed and editing the file is not possible. The processing time may vary depending on the size and complexity of the file.

• Once the file has been processed, it will receive the status of “Ready For Validation”. You can now start the validation process.

Here you just need to enter the required information for your email provider, encryption, server name, port, username, email address, password as well as the email folder.

Things to Note

• Input all needed information into the UI. Other information like the server, port, etc. Depends on the host (a quick Google search should help).

• Folder and Move-Imported have the same Function here. Folder can not be disabled, but will use Inbox by default if left empty.

Installation and Settings

After downloading the WatchDog.exe file, search for Command Prompt → Run as administrator on your Windows device.

Once this is opened, call the file by typing the path of where the WatchDog.exe file is stored on your device like below

Type install after the file path and press ENTER on your keyboard

You should receive the following error message as it will start the application in UI mode and there is no configuration present yet.

The application will automatically open up after installation. At the top, navigate to Einstellungen (Settings) and here you will see 2 separate sections.

Folder settings (Ordner Einstellungen)

This is where you will configure the file pathways for where the documents will be read and processed. The read pathway will be for the documents that you want WatchDog to extract and process, whereas the processed pathway will be used to indicate which documents from the read folder where extracted and processed.

General settings (Allgemeine Einstellungen)

This is where you will configure your DocBits application with WatchDog. You will be required to enter your DocBits environment, API key and the document type (as indicated above). To add more than one document type, separate the names of the document types with a comma (INVOICE,DELIVERY-NOTE,PURCHASE-ORDER, etc.)

If an invalid configuration is entered for any of the fields, you will receive an error message like the one below.

Once this is complete, go back to the Command Prompt area and re-run the WatchDog.exe file and this time it will be correctly installed due to the configurations now being present

To start the application is UI mode, run the following command

If you just want to start the application, run this command instead.

Auto Start

In order to set up the WatchDog app in a manner that allows it to automatically start once you turn your system on.

Simply open “Services” in the settings of your Windows machine.

Search for WatchDog in the local services and open the service (double-click on the entry)

In the above menu you will have the following options for automatic starting:

• Select Automatic, the service will start on boot

• Automatic (Delayed Start), this will wait 2 minutes after boot to start the service

With the Webhook API provided below, you can easily transfer documents directly to DocBits with a simple POST request. This API is designed to simplify the process of uploading files to DocBits, and all the necessary parameters are already filled in for you.

To get started, simply go to the following page (depending on the environment you are using):

PROD: https://api.docbits.com/docs#/document/process_documents_document_process_documents_post

SANDBOX: https://sandbox.api.docbits.com/docs#/document/process_documents_document_process_documents_post

STAGE: https://stage.api.docbits.com/docs#/document/process_documents_document_process_documents_post

Make a call to the API using your API key. You can also include the file you want to upload as a parameter in your call.

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Here you just need to enter your desired sub organization and press ‘Authenticate’

You will be taken to this Microsoft page and you will need to enter a code.

This code can be found by clicking back to DocBits and the code will be displayed there like below, simply copy the code and enter it into the Microsoft page. Thereafter you will need to enter your own Microsoft credentials.

Press the FINISH AUTHENTICATION button and you will be taken to this menu

Use Folder

If you are using a folder other than your inbox, enter the folder name after enabling the slider.

Use Shared Mailbox

If you want the email import to access an inbox or a folder of a shared mailbox, input the email address here after enabling the slider.

Move imported emails to trash

If you want to import all emails, not just the unread ones, and have them moved to trash then activate this. If not, it will only check for unread emails, import the documents, set the email to read and leave it in its current place.

In the event of you receiving an error message indicating you do not have the rights to establish such a connection, someone with admin rights within Azure would need to authorize this connection. For more information, visit the following page: https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/grant-admin-consent?pivots=portal#grant-tenant-wide-admin-consent-in-enterprise-apps

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Go to the Settings menu and select “Import” under Document Processing.

Scroll to the bottom of the page and select the NEW button to create a new email import.

After pressing NEW, the following menu will be shown to you.

Here you can select which Protocol you would like.