Tags and Favorites
In DOKKA, you can assign tags to any document to keep things organized by category — for example, “Income Tax”, “Prepaid Expenses”, or “Food Suppliers”.
Tags make it easier to:
Organize documents by topic
Quickly find what you need
Save searches and create custom “favorite folders”
Automate tagging with Tag Learning — once you apply a tag to a supplier’s document, DOKKA can automatically apply the same tag to all future documents from that supplier
What is a Tag?
Tags are a simple yet powerful way to categorize and filter documents in DOKKA.
Every document uploaded to the system receives two default tags, visible at the top of the invoice screen:
Financial – indicates that the document is financial in nature
Uploader – shows who uploaded the document:
For existing users, the tag displays their full name
For external senders, the tag displays their email address
On top of these defaults, you can create your own custom tags — any text you choose — to classify documents according to your specific needs (e.g. “VAT Reports”, “Contractors”, “Travel Expenses”).
Adding a Tag to a Single Document
You can tag a document in several ways:
From the workspace
Right-click the document → Tag as
From the invoice capture screen
Click More (next to the Publish button) → Tag as
Directly from the tag bar above the document
Click the arrow next to the displayed tags → add a new tag
In the Tags window, you’ll see the document’s existing tags (including the default ones). To add a new tag, type the text, press Enter or click Add, then click Save.
Tagging Multiple Documents
There are two ways to add tags to multiple documents at once:
From the workspace
Select multiple documents using Ctrl (or Command on Mac) + click
A toolbar will appear at the bottom of the screen
Click the tag icon to open the "Tag as" window and apply tags to all selected documents
From table view
Filter the list as needed
Select all rows, or only specific ones
Use the tag action to add or remove tags across the selected documents
Learn more about working in table view.
Editing or Removing Tags
In the Change Tags window, you can remove a tag by clicking the X next to it.
Tags cannot be edited directly, but you can remove one and replace it with a new tag.
Where Can You See the Tags?
Workspace – hover over the document to see its tags
Invoice capture screen – tags are displayed above the invoice file
Searching Documents by Tag
You can search for tagged documents using the search bar:
Type the tag name to see all documents where it appears
To search specifically for documents that were actually tagged (and not just where the text appears in notes or metadata), start with a hash
#before the tag
For example: searching #Prepaid Expenses will only return documents with that tag applied.
In the same way, you can also use the # search to find documents uploaded by a specific user or email address — since the sender/uploader is automatically applied as a tag on every invoice.
Using Tags for Favorites and Virtual Folders
After running a tag-based search, a gray box with the search query will appear at the top.
Click the star icon to save it as a Favorite Search.
Saved searches are available from the Favorites menu and act like “virtual folders” built around your tags.
With Tag Learning enabled, DOKKA can automatically apply tags to new documents from a vendor once you’ve tagged one of their documents manually.
This feature helps reduce repetitive work and ensures consistent tagging across recurring vendors.
To enable it:
Go to Company Settings (with an Admin account) → General → Features → Advanced Settings → toggle Enable Tag Learning.
Summary
Tags and Favorites in DOKKA give you powerful tools for organization, fast search, and smarter workflows.
When combined with Tag Learning, you can automate repetitive tasks and keep your document management more accurate and efficient.
For further assistance, reach out to our support team anytime via the question mark icon in the top left corner of DOKKA, or by email: support@dokka.com.