System settings Guide: Configuring DOConvert

Configuring the system settings in DOConvert is crucial for tailoring the platform to meet your specific needs. This guide explains how to configure various system settings, including import file formats, integration settings, translation tables, and the notification center.

Video Description

The video titled "System Settings" demonstrates how to configure the system settings within DOConvert. It covers the steps for choosing import file formats, setting up integrations, managing translation tables, and configuring the notification center.

Here’s the video guide to help you with configuring system settings:

Section 1: Choosing Import File Format

  1. Select File Format:
    • Navigate to the "System Settings" section from the left-hand side menu.
    • In the import settings, choose the format of the import file (e.g., PDF, Excel).
  2. Output as Table:
    • Select whether the output should be formatted as a table or not.

Section 2: Integration Settings

  1. Choose Integration System:
    • In the integration settings, select the system you want to integrate with (e.g., ERP, CRM).
  2. Data Ingestion:
    • Choose the method of data ingestion, such as an email listener for automatic data import from emails.

Section 3: Managing Translation Tables

  1. Download Template:
    • If you need to use a translation table (e.g., mapping SKUs to client IDs), download the template provided in the system settings.
  2. Fill Template:
    • Fill in the template on your computer with the necessary mappings (e.g., SKU to client number).
  3. Upload Template:
    • Upload the completed template back into the system.
  4. Override Existing Data:
    • Choose whether to override existing data with the new data from the uploaded template if necessary.

Section 4: Notification Center

  1. Configure Notifications:
    • Access the notification center settings to configure how and when you receive notifications about system activities.
    • Set preferences for different types of notifications (e.g., import success, import failure, low credits).

Reviewing and Confirming Settings

  1. Review Settings:
    • Periodically review the system settings to ensure they are configured correctly and meet your needs.
  2. Confirm Changes:
    • Save any changes made to the system settings to ensure they are applied correctly.

By following these steps and understanding the various options available, you can effectively configure the system settings in DOConvert to match your specific requirements.