Documents management

Everything you need to know about managing documents in Dokka

How to Upload Documents to DOKKA
Uploading documents to DOKKA DOKKA offers several convenient ways to upload documents into the system: Via email – by sending documents to the ...
Tue, 15 Apr, 2025 at 1:25 PM
The Invoice/Bill Entry Page - Usage
When a document is uploaded into DOKKA that has been identified as an invoice or bill (see the list of supported transaction types), it is automatically reg...
Mon, 13 Mar, 2023 at 1:36 PM
The Invoice/Bill Entry Page - Customizing The View
This page is a continuation of this page. The line item details section of the bookkeeping entry form has been getting more powerful as we add more func...
Mon, 13 Mar, 2023 at 1:40 PM
How to Select Multiple Words to Drag them into a Field in DOKKA
Selecting Multiple Words Together Hold down the Ctrl key (or Command key on Mac). Use the mouse to draw a frame around the desired words. Relea...
Thu, 24 Apr, 2025 at 11:21 AM
How to Split, Merge, or Reorder Multi-Page Documents in DOKKA
Split, Merge, or Reorder Multi-Page Documents DOKKA makes it easy to manage documents with multiple pages. you can split one document into several,...
Tue, 15 Apr, 2025 at 2:57 PM
How to Search for Documents in DOKKA
Search in DOKKA DOKKA allows you to search for documents in several ways: Search bar – by vendor name, invoice number, amount, descriptio...
Mon, 21 Apr, 2025 at 2:01 PM
Sticky Notes in DOKKA – What They Are and How to Use Them
Sticky Notes Sticky notes in DOKKA are a simple and effective way to leave internal comments, reminders, or context on specific invoices. They...
Tue, 22 Apr, 2025 at 12:43 PM
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 Galle...
Sun, 7 Nov, 2021 at 1:06 PM
Tags and special search queries
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 ...
Sun, 12 Mar, 2023 at 11:13 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...
Thu, 16 Mar, 2023 at 4:50 PM