End User Section

Getting Started

  • Login and Navigation: How to access Docbits and navigate through the interface.

  • Initial Configuration: Setting up Docbits for first-time use.

Daily Use

  • Document Submission: Instructions for submitting documents into Docbits.

  • Document Review and Approval:

    • Approving Orders: Steps for reviewing and approving order forms.

    • Processing Invoices: Guide on how to process incoming invoices for payment.

Managing Documents

  • Search and Retrieve: How to find and access documents within Docbits.

  • Edit and Update: Editing documents and updating their status.


  • Common Issues: Solutions to frequent problems encountered by users.

  • Support Contact: How to reach support for assistance.

Last updated