Welcome to the DocBits OnBoarding Guide! This guide will help you learn the basics of DocBits and get up and running with an IPS that will maximize your productivity.
To access and configure your system, go to the App. Please note that DocBits does not work in Tenant, and all customers use the same cluster hosted in Frankfurt, Germany.
Here are the two ways to access the system:
Here is your step-by-step guide to set up:
After logging in, you’ll need to add users to your tenant. When you add a user, they’ll receive an onboarding email with a username and temporary password.
You can add users from Settings > Users. For help, refer to Adding Users.
After the initial setup is complete, most of your time in DocBits will be spent reviewing example invoices.
You can send documents to DocBits in the following ways:
If a document is not automatically processed, it will be stopped for manual review. This means you will need to edit or approve fields the system wasn’t confident in, or couldn’t find.
To review extracted results:
Improve your productivity with DocBits today! Contact FELLOWPRO AG for more information.