Guides - Document Management and General Features
Tutorials on how to manage documents and other parts of DOKKA that are not directly related to the financial features
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
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
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
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
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
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
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
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 fi...
Wed, 9 Dec, 2020 at 9:35 PM
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
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