{"id":2050,"date":"2026-04-16T17:47:51","date_gmt":"2026-04-16T17:47:51","guid":{"rendered":"https:\/\/crmkonsultant.pl\/blog\/?p=2050"},"modified":"2026-04-16T17:47:56","modified_gmt":"2026-04-16T17:47:56","slug":"instrukcja-konfiguracji-aplikacji-ai-docflow-czesc-1-ustawienia-ogolne","status":"publish","type":"post","link":"https:\/\/crmkonsultant.pl\/blog\/instrukcje\/instrukcja-konfiguracji-aplikacji-ai-docflow-czesc-1-ustawienia-ogolne\/","title":{"rendered":"Instrukcja konfiguracji aplikacji AI DocFlow (Cz\u0119\u015b\u0107 1. Ustawienia og\u00f3lne)"},"content":{"rendered":"\n<p><strong>Instalacja aplikacji<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.bitrix24.eu\/apps\/app\/bpm_consulting.earchive\/\" rel=\"noopener\"><strong>Zainstaluj aplikacj\u0119 z Marketplace Bitrix24.<\/strong><\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Konfiguracja pocz\u0105tkowa<\/strong><\/p>\n\n\n\n<p>Przed rozpocz\u0119ciem korzystania z aplikacji nale\u017cy przeprowadzi\u0107 podstawow\u0105 konfiguracj\u0119. Do tych ustawie\u0144 mo\u017cna wr\u00f3ci\u0107 w dowolnym momencie, je\u015bli zajdzie taka potrzeba.<\/p>\n\n\n\n<p>Przejd\u017a do zak\u0142adki <strong>\u201eUstawienia\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/01-1024x477.png\" alt=\"\" class=\"wp-image-2077\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/01-1024x477.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/01-300x140.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/01-768x358.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/01.png 1523w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>W sekcji <strong>\u201eGl\u00f3wne\u201d<\/strong> zaznacz odpowiednie opcje:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Uruchamiaj automatycznie<\/strong> \u2014 je\u015bli chcesz, aby AI rozpoczyna\u0142o przetwarzanie od razu po za\u0142adowaniu dokumentu<\/li>\n\n\n\n<li><strong>Usuwaj email po pomy\u015blnym imporcie<\/strong> \u2014 je\u015bli chcesz automatycznie usuwa\u0107 wiadomo\u015bci po pomy\u015blnym imporcie dokument\u00f3w (wiadomo\u015b\u0107 jest usuwana nie z poczty, lecz z aplikacji)<\/li>\n<\/ul>\n\n\n\n<p>Kliknij <strong>\u201eZapisz\u201d<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Wr\u00f3\u0107 do zak\u0142adki <strong>\u201eUstawienia\u201d \u2192 \u201eKonta email\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"479\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/02-1024x479.png\" alt=\"\" class=\"wp-image-2079\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/02-1024x479.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/02-300x140.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/02-768x359.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/02.png 1518w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Dodaj skrzynki pocztowe, z kt\u00f3rych dokumenty b\u0119d\u0105 importowane do aplikacji. Obs\u0142ugiwane s\u0105 protoko\u0142y <strong>IMAP<\/strong> oraz <strong>POP3<\/strong>.<\/p>\n\n\n\n<p>Uzupe\u0142nij wymagane dane (je\u015bli ich nie znasz \u2014 skontaktuj si\u0119 z administratorem systemu lub dostawc\u0105 poczty), wykonaj <strong>\u201eTest\u201d<\/strong>, a nast\u0119pnie kliknij <strong>\u201eDodaj\u201d<\/strong>.<\/p>\n\n\n\n<p>Dodan\u0105 email mo\u017cesz p\u00f3\u017aniej edytowa\u0107 lub usun\u0105\u0107.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Ustawienia \u2192 Role<\/strong><\/p>\n\n\n\n<p>Mo\u017cesz tworzy\u0107 role u\u017cytkownik\u00f3w z r\u00f3\u017cnym poziomem dost\u0119pu do funkcji aplikacji.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/03-1024x477.png\" alt=\"\" class=\"wp-image-2080\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/03-1024x477.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/03-300x140.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/03-768x358.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/03.png 1525w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Mo\u017cesz nada\u0107 lub ograniczy\u0107 dost\u0119p do:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>wszystkich dokument\u00f3w w systemie<\/li>\n\n\n\n<li>przywracania dokument\u00f3w archiwalnych<\/li>\n\n\n\n<li>uruchamiania archiwizacji<\/li>\n\n\n\n<li>poszczeg\u00f3lnych zak\u0142adek i sekcji aplikacji<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"475\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/04-1024x475.png\" alt=\"\" class=\"wp-image-2081\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/04-1024x475.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/04-300x139.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/04-768x356.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/04.png 1534w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>W sekcji <strong>\u201eRole u\u017cytkownik\u00f3w\u201d<\/strong> znajduj\u0105 si\u0119 wszyscy u\u017cytkownicy portalu Bitrix24 \u2014 ka\u017cdemu mo\u017cna przypisa\u0107 odpowiedni\u0105 rol\u0119.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/05-1024x473.png\" alt=\"\" class=\"wp-image-2082\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/05-1024x473.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/05-300x139.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/05-768x355.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/05.png 1509w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Numeratory<\/strong><\/p>\n\n\n\n<p>Mo\u017cesz utworzy\u0107 jeden lub wi\u0119cej numerator\u00f3w dokument\u00f3w na podstawie szablon\u00f3w (np. numer, dzie\u0144, miesi\u0105c, rok).<\/p>\n\n\n\n<p>Mo\u017cliwe jest ustawienie domy\u015blnego numeratora dla nowych dokument\u00f3w.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/06-1024x472.png\" alt=\"\" class=\"wp-image-2083\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/06-1024x472.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/06-300x138.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/06-768x354.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/06.png 1535w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Przycisk <strong>\u201eLogi systemowe\u201d<\/strong> umo\u017cliwia podgl\u0105d historii proces\u00f3w i zdarze\u0144 w nast\u0119puj\u0105cych sekcjach:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Systemowe<\/li>\n\n\n\n<li>Import poczty<\/li>\n\n\n\n<li>Przetwarzanie AI<\/li>\n\n\n\n<li>Audyt dokument\u00f3w<\/li>\n<\/ul>\n\n\n\n<p>W ka\u017cdej sekcji mo\u017cesz u\u017cy\u0107 <strong>filtr\u00f3w<\/strong> (wed\u0142ug dokumentu, daty, poziomu log\u00f3w, typu zdarzenia), aby szybko znale\u017a\u0107 potrzebne informacje.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"478\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/07-1024x478.png\" alt=\"\" class=\"wp-image-2078\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/07-1024x478.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/07-300x140.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/07-768x359.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/07.png 1516w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Je\u015bli masz jakiekolwiek pytania dotycz\u0105ce konfiguracji lub u\u017cytkowania aplikacji, <strong>skontaktuj si\u0119 z naszym zespo\u0142em pomocy technicznej,<\/strong> wybieraj\u0105c odpowiedni\u0105 sekcj\u0119. Ch\u0119tnie Ci pomo\u017cemy!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/08-1024x472.png\" alt=\"\" class=\"wp-image-2084\" srcset=\"https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/08-1024x472.png 1024w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/08-300x138.png 300w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/08-768x354.png 768w, https:\/\/crmkonsultant.pl\/blog\/wp-content\/uploads\/2026\/04\/08.png 1513w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Na tym etapie og\u00f3lna konfiguracja aplikacji jest zako\u0144czona. Nast\u0119pnie mo\u017cesz przej\u015b\u0107 do indywidualnych ustawie\u0144 dostosowanych do Twoich proces\u00f3w i dokument\u00f3w \u2014 wszystko to zosta\u0142o szczeg\u00f3\u0142owo opisane w<strong> <a href=\"https:\/\/crmkonsultant.pl\/blog\/uncategorized\/instrukcja-korzystania-z-aplikacji-ai-docflow-czesc-2-jak-pracowac-w-aplikacji\/\">drugiej cz\u0119\u015bci instrukcji \u201eJak przetwarza\u0107 dokumenty za pomoc\u0105 AI DocFlow?\u201d.<\/a><\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-black-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/crmkonsultant.pl\/blog\/uncategorized\/instrukcja-korzystania-z-aplikacji-ai-docflow-czesc-2-jak-pracowac-w-aplikacji\/\"><strong>Czytaj dalej<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Instalacja aplikacji Zainstaluj aplikacj\u0119 z Marketplace Bitrix24. Konfiguracja pocz\u0105tkowa Przed rozpocz\u0119ciem korzystania z aplikacji nale\u017cy przeprowadzi\u0107 podstawow\u0105 konfiguracj\u0119. Do tych ustawie\u0144 mo\u017cna wr\u00f3ci\u0107 w dowolnym momencie, je\u015bli zajdzie taka potrzeba. Przejd\u017a do zak\u0142adki \u201eUstawienia\u201d. W sekcji \u201eGl\u00f3wne\u201d zaznacz odpowiednie opcje: Kliknij \u201eZapisz\u201d. Wr\u00f3\u0107 do zak\u0142adki \u201eUstawienia\u201d \u2192 \u201eKonta email\u201d. Dodaj skrzynki pocztowe, z kt\u00f3rych dokumenty [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2053,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[252],"tags":[141,271,189,91,272],"class_list":["post-2050","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-instrukcje","tag-ai","tag-ai-docflow","tag-bitrix24","tag-crm","tag-dokumenty","entry","has-media"],"_links":{"self":[{"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/posts\/2050","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/comments?post=2050"}],"version-history":[{"count":3,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/posts\/2050\/revisions"}],"predecessor-version":[{"id":2086,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/posts\/2050\/revisions\/2086"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/media\/2053"}],"wp:attachment":[{"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/media?parent=2050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/categories?post=2050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmkonsultant.pl\/blog\/wp-json\/wp\/v2\/tags?post=2050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}