Modules

Module: Approval

• Approve Before Export: Enable this feature to review and approve documents before they are exported to other systems.

• Second Approval: For sensitive documents that require an extra layer of scrutiny, enable a second approval step.

Module: Purchase Order / Auto Accounting

• Purchase Order: Manage and track purchase orders directly within DocBits.

• Selected PO Matching: Automatically match selected purchase orders with corresponding invoices or receipts.

• Auto Accounting: Enable this feature to automatically categorize and account for invoices.

• Invoice Only Feature: Special settings for handling invoices without the need for a purchase order.

Module: Document Type

• Workflow Builder: Create custom workflows for different types of documents.

• Layout Builder: Customize the layout of documents for better readability and compliance.

• Annotation Mode: Add annotations or notes to documents.

• Show Report: Generate reports based on document types and their statuses.

Module: Models & Labels

• Document Script: Write custom scripts to handle specific document types or actions.

• Document Scan: Enable OCR and other scanning features for document ingestion.

• QR-Code Extraction: Extract data from QR codes embedded in documents.

Module: IDM ACL Updater

• Update Access Control Lists (ACLs) for documents stored in IDM.

Module: ION Mapping File

• Manage and update the ION mapping files for seamless integration with other systems.