Manual import

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

  1. Click on the Upload button on the DocBits Dashboard.
  2. 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.
  3. 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.
  4. Alternatively, you can drag and drop your files onto the DocBits import window.
  5. 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.
  6. Once the file has been processed, it will receive the status of “Ready For Validation”. You can now start the validation process.

For more information on the validation process, please refer to our Document Validation guide.

Meaningful data will be extracted within seconds, and the status will change from running to ready for validation.

By following these steps, you can easily import your documents manually into DocBits. 

Start using DocBits today and streamline your document management process!