Welcome to DOKKA! You're going to love our system. If you're not sure why your financial professional told you to use us, please read this. Then come back here to learn how to get started.
The pages linked below will guide you through getting set up and basic use of DOKKA. There is a lot more information here, so please use the search option if you still have questions. As always, feel free to send us questions as well.
Please follow the links in the Table of Contents below to set up your DOKKA account:
- Logging into DOKKA
- Adding documents to DOKKA
- Using the internal chat
- Using the mobile app
- Understanding the Workspace
- Sticky Notes
- Splitting a file into multiple documents
These articles contain the most important information to get started using DOKKA.