Creating a New Company in DOKKA
Creating additional companies in DOKKA is quick and easy — and can only be done by users with Administrator permissions.
Here’s a quick overview of the process:
Go to the Organization screen
Click on “Add Company”
Enter the company name
Set an email address for uploading documents
Connect the company to your ERP under “ERP Connections”
Complete the basic company setup
Below is a step-by-step explanation of each stage.
How to Add a New Company
Go to the Organization screen — this is the main screen where the full list of companies in your organization appears.
Click on the "Add Company" button.
Enter the company name.
You can optionally upload a logo — this is not required but may help with identification.
Click “Next” — the company will now be added to DOKKA.
Setting the Company’s Email Address for Document Uploads
After creating the company, DOKKA will automatically take you to:
Company Settings → General
On this screen, you can set the company’s unique DOKKA email address for uploading documents.
⚠ Note: To save the changes, you must also fill in a physical address and city.
Connecting to Your ERP System
After creating the company, you need to connect it to your accounting software (ERP):
Go to Company Settings → Integrations
Select the relevant ERP system from the list
Enter the required connection details and complete the setup
For more detailed instructions:
Copying Settings from an Existing Company
By default, newly created companies in DOKKA use the system’s standard settings.
To save time and ensure consistency, you can copy settings from an existing company.
Here’s how:
Go to an existing company that is already connected to the ERP system
Navigate to Settings → Integrations
Click on the ERP system (e.g., Priority, SAP, NetSuite)
Scroll down to "Advanced Settings"
Click "Propagate"
In the window that opens, select the new company you just created
Click "Update" again to confirm
This will copy all relevant ERP configurations, rules, custom fields and more into the new company.
You're All Set!
Once the setup is complete, you can start uploading and processing documents in DOKKA.
Need help setting up your company?
Feel free to contact our support team — we’re happy to assist.