Dashboard Tools

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

• Refresh List: This is used to update the dashboard without having to refresh your browser tab.

• Advanced Settings: More information on this topic is available further down this page.

• Analytics: This provides you with further insight about the documents you have uploaded to DocBits.

• Upload: More information on this topic in the next section.

The advanced settings often contain additional configuration options and functions that enable more specific adjustments and fine-tuning.

Advanced Settings Menu

• More settings

• Keyboard shortcuts

• Import Log

• Set PO Table columns for organization

• Set dashboard sorting by organization

• Filter documents by day, week, month, year or all. The filtering refers to the time at which the document is imported

On the next pages you will find further information about the individual settings.