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

The Confidential Workspace
In addition to the Workspace where the documents are viewed and accessed, DOKKA offers another space for confidential documents. These documents will be acc...
Mon, 13 Jul, 2020 at 3:48 PM
Automatic Cloud Backup
Any document uploaded to DOKKA is safely stored in the system. You can also configure an automatic backup of your documents to a cloud storage service. To c...
Sun, 30 Aug, 2020 at 12:41 PM
Setting Up Your User Profile
DOKKA lets you customize your user account with your picture. This can be helpful when viewing documents, tags, and approvals.It will make it even easier to...
Sun, 17 Jan, 2021 at 5:14 PM
How to Use the Approval Workflow
The Approval Workflow allows you to require one or more people to approve a document before it can be accepted into the accounting system. Instructions o...
Fri, 19 Feb, 2021 at 1:37 AM