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

  1. Go to the Organization screen — this is the main screen where the full list of companies in your organization appears.

  2. Click on the "Add Company" button.



  3. Enter the company name.

  4. You can optionally upload a logo — this is not required but may help with identification.

  5. 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):


  1. Go to Company Settings → Integrations



  2. Select the relevant ERP system from the list






  3. 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:

  1. Go to an existing company that is already connected to the ERP system

  2. Navigate to Settings → Integrations




  3. Click on the ERP system (e.g., Priority, SAP, NetSuite)

  4. Scroll down to "Advanced Settings"

  5. Click "Propagate"

  6. In the window that opens, select the new company you just created

  7. 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.