Beginner Course Dashboard

By offering a powerful and user-friendly interface that simplifies PO Matching, automatic and manual matching, and seamless data synchronization, DocBits transforms complex document management into a streamlined, effortless process.


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In this comprehensive video guide, viewers are introduced to the DocBits dashboard and its array of functionalities. From filtering and managing open documents to importing attachments via various channels such as email, scanner, or API, the tutorial offers a step-by-step walkthrough. Key features are highlighted, including how to filter documents by status or assignee, locate specific details like invoice numbers, and change the assignee for individual documents. The ease and efficiency of the system are demonstrated, emphasizing the control and customization it offers users. The tutorial sets the stage for a deeper exploration of document validation within DocBits.