Documents management

Everything you need to know about managing documents in Dokka

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
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
Bulk publish
 * The following article is relevant for ERP integrations using Grid View in DOKKA. One of the most effective ways to publish documents via DOKKA is by ...
Thu, 16 Mar, 2023 at 4:43 PM
How Do I Duplicate Documents in DOKKA
There are two ways to duplicate a document in DOKKA. One way is from the workspace. Right click on the document and select Duplicate Document.  You ca...
Thu, 20 Aug, 2020 at 11:12 AM
What is the History Trail?
The History Trail is a list of every action that is done in DOKKA. Every document that is uploaded is tracked. Now you can see which documents were uploaded...
Sat, 22 Jul, 2023 at 11:46 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, 12 Mar, 2023 at 10:58 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, 12 Mar, 2023 at 2:06 PM
Insights- how to see the history of a supplier in dokka
From now on, there are two screens displayed when entering an invoice: the Bill - Invoice Details Insights Screen - Previous Supplier Invoices Details...
Thu, 25 May, 2023 at 12:11 PM