Document Management in DOKKA

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...
Sun, 25 Apr, 2021 at 4:04 PM
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
DOKKA's Grid View - How to Filter, Sort, and Export Reports
DOKKA's new Grid View feature is a powerful tool that lets you put all your documents in order. With one click, you can switch from the familiar Gall...
Sun, 7 Nov, 2021 at 1:06 PM
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
Switching Between General and Financial Documents
DOKKA recognizes documents automatically. A document requiring a bookkeeping entry will be categorized as such. A general document will not have a bookkeepi...
Sun, 21 Nov, 2021 at 10:17 AM
Bulk Actions in the Workspace
Now you can perform select operations on multiple documents at once. When you have multiple documents in your Workspace, hold down the Ctrl button (Comm...
Wed, 26 Aug, 2020 at 4:26 PM
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 fi...
Sun, 24 Oct, 2021 at 1:54 PM
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