Documents management

Everything you need to know about managing documents 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
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
Duplicate Documents in DOKKA – Everything You Need to Know
Duplicate documents in DOKKA DOKKA is designed to prevent duplicate documents from being uploaded into the system. It does this by identifying duplica...
Wed, 23 Apr, 2025 at 11:18 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
What Are Bundles in DOKKA and How to Use Them?
Bundles in DOKKA Bundles in DOKKA are used to group documents that are related to one another — such as documents from the same vendor, docum...
Wed, 16 Apr, 2025 at 12:48 PM
General Documents in DOKKA
What Is a General Document? A general document is a document that does not require accounting processing and is not published into the ER...
Thu, 24 Apr, 2025 at 12:21 PM
"Previous Invoices" Screen in DOKKA – What It Is and How to Use It
The "Previous Invoices" Screen The "Previous Invoices" screen in DOKKA allows you to view all invoices that have already been ...
Mon, 21 Apr, 2025 at 12:58 PM
Using the Grid View in DOKKA
The Grid View The Grid View in DOKKA gives you a powerful and flexible way to review, filter, and manage your documents. With one click, you can toggle...
Thu, 15 May, 2025 at 12:49 PM
Guide: How to Configure Document Routing Across Multiple Companies in Dokka
Create Companies and Connect to ERP First, create the companies in Dokka and connect each one to your ERP system. Assign Company VAT ID Number ...
Sun, 25 May, 2025 at 6:02 PM