Guides - Document Management

Tutorials on how to manage documents

Bulk downloading
You can download many documents at once using the bulk download option. This is one option from the Bulk Actions Menu. Select the documents that you wan...
Sun, 30 Aug, 2020 at 1:14 PM
How do I Add and Edit Sticky Notes
Sticky Notes are those ubiquitous yellow squares that have been part of accounting since the 1970s. They exist in digital form in many applications, includi...
Thu, 7 May, 2020 at 9:44 AM
How to "Search for Documents" in Dokka?
Searching with the Search Bar Every word in every document that you upload is indexed by DOKKA. That means that you can search for any word in any docum...
Tue, 11 Aug, 2020 at 11:51 AM
Working with "Document Packs"
A pack of documents is a number of documents that are displayed / linked together on the "home page". As the icon suggests, this is like clipping ...
Thu, 7 May, 2020 at 9:44 AM
How to use the Mobile App
The mobile app lets you upload documents to DOKKA right from your phone. The other purpose for the mobile app is to enable people to engage in the chat even...
Mon, 19 Oct, 2020 at 4:22 PM
Chat and Document Chat
The DOKKA application contains an online chat feature. On the bottom-right side of the DOKKA Workspace and Document screens, there is a “Chat” button. Cli...
Thu, 7 May, 2020 at 9:44 AM
Favorite Search
If you frequently search by the same keywords and want to make it easier to find your documents, you can easily save your favorite tags and searches. Th...
Wed, 16 Sep, 2020 at 12:07 PM
How to use "Tags"
Tags are keywords that will help you label your document by subject. For example, for tax-related documents add a "tax" tag so that you can find...
Thu, 7 May, 2020 at 9:44 AM
How to use the Document Management System
DOKKA is a full-featured Document Management System. When you upload a document to DOKKA, we immediately: Index every word for searching Classify th...
Thu, 7 May, 2020 at 9:44 AM
How to Use the Merge Documents Feature
DOKKA lets you combine files that were uploading separately, but should really be one document. To use this feature, please navigate to the DOKKA Workspace,...
Mon, 22 Jun, 2020 at 6:19 AM