Documents management

Everything you need to know about managing documents in Dokka

How to Navigate the Workspace
The Workspace may be the most important screen in DOKKA. It's the Company's home page. The workspace shows all of the companies documents (except ...
Sun, 31 Jan, 2021 at 3:39 PM
How to Upload Documents to DOKKA
There are several ways to upload/add documents: The first two options are inside the DOKKA web platform - uploading a file located on your computer, or ...
Sun, 28 Nov, 2021 at 4:20 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, 24 Oct, 2022 at 5:26 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, 24 Oct, 2022 at 5:29 PM
How to Select Multiple Words to Drag them into a Field in DOKKA
One of the really cool things about DOKKA is the ability to drag text from the document right into the Bookkeeping Entry. The system will learn from this wh...
Mon, 19 Apr, 2021 at 6:21 PM
How do I edit a multi-page document?
If you upload a document with two or more pages, you can edit it to split the pages into separate documents. You can access this feature with a right-click ...
Sun, 11 Jul, 2021 at 5:53 PM
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,...
Wed, 22 Sep, 2021 at 11:59 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 together on the Workspace. As the icon suggests, this is like clipping or stapling some docu...
Sun, 28 Nov, 2021 at 3:58 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