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 scanning directly to DOKKA:
A file on your computer can be uploaded by clicking on the Add Document button. When the pop-up box opens, choose the file you want to upload, or simply drag it from the folder on your computer to the pop-up box.
To scan documents, click the "scan" icon, and connect your scanner.
The third option is forwarding emails to the unique email address that has been given to you. You can see this email below your company name at the top of the screen.
Any email message sent to this email address will be automatically logged into DOKKA. If the email contains documents, they will be uploaded automatically. you will be able to see the content of the message by clicking the side menu next to the document itself. If the email does not contain any attachments, the content from the body of the email will be uploaded as a PDF file.
The fourth way to upload documents is via our mobile app.
The documents that are added will go to the Inbox (learn how to navigate the Workspace). From there you can move documents to where they belong. You can move them to a different folder by dragging the document to the folder list on the side of the screen or by using the right-click menu. If a file should be a general document, you can modify it using the right-click menu. The document will be modified to general and moved to the Archive folder.
When you upload a document using the Add Document button you will be able to select the folder to which the document(s) will be uploaded. This way, you can send them directly where they should go. You can also set the upload date. This is useful if you are uploading older files for archiving. They can be uploaded as of the correct month and will show up with the other documents from that period.
Want to delete a document?
Right click (Ctrl+click on MAC) -> Delete Document.