Never lose track again

How to keep all your documents under control

We’ve all been there: dozens of documents, countless uploads, constant questions about document status—and the feeling of losing track of everything. This is where the DocBits dashboard comes in. It’s more than just an overview: it’s your central control point for managing documents, controlling workflows, and gaining valuable insights—all in one place.

All documents at a glance

The dashboard shows you all the documents that have been uploaded in your organization. With the help of filter functions, you can find specific documents in no time.

  • At the bottom right, you can determine how many documents should be displayed per page and jump directly to a specific page.
  • At the top right, you’ll find handy dashboard tools, such as reloading the dashboard, viewing analytics, or uploading a new document.

 

Note: Some tools require the appropriate settings to be enabled.

Document actions – flexible and secure

With one click on a document, you can:

  • Merge it with another document
  • Assign it to a specific user
  • Delete it

 

The “Actions” column provides you with further insights, such as average quality or duplicate indicators (if activated). Click on the three dots in the action column to open additional options:

  • Enter the validation screen.
  • View logs and flows.
  • Download the document.

 

The column order and layout can be customized to suit your needs—changes apply organization-wide.

Personalized dashboards for your workflow

Want a dashboard that fits your workflow perfectly? It’s easy with DocBits:

  1. Click the button below the search bar.
  2. Select “Create new dashboard.”
  3. Decide whether the dashboard should be shared and who should have access to it.
  4. Customize the column order and filters as you wish.
  5. Save your settings with “Save dashboard changes.”
  6. To return to the organization-wide dashboard, click on “Default Dashboard.”

See for yourself – our video

To make getting started even easier, we’ve created a short video that shows you step by step how to get the most out of the DocBits dashboard, manage documents, and streamline your workflows.

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Conclusion

With the DocBits dashboard, you can keep track of all your documents at all times, control workflows individually, and gain valuable insights. This not only makes document management easier, but also more productive.

Image credits: Header- & featured image by FELLOWPRO

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