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.

Troubleshooting

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

• Support Contact: How to reach support for assistance.