1. Introduction to the system
First connection and language change
Workspace display
Familiarization with different folders
2. Adapting settings to your working method
Differentiating between settings and types of users - administrator and client user
3. How to upload your documents to Dokka
Adding a document via the computer
4. Dividing, linking, and matching documents
5. Importing journal entries to the ERP system
How to access a document - the difference between accessing and viewing a record in the journal entry structure
Customization of Dokka according to needs
Dokka reads every word, number, and character in the document
Dokka's memory - teaching Dokka to remember word-dragging actions from records to journal entries
Dragging a single word and dragging multiple words together - easy and fast document search by number, word, or different dates
Adding fields through the button in the table
Stage 1 - "Reception" according to the ERP system
6. Table display
The difference between the table view and gallery view
Customizing the table according to personal needs and sharing it with others
Filtering within categories in the table
7. Additional operations for convenient work
sticky notes and email labels - creating a label, searching by labels, adding a label as a folder favorite
8. How does Dokka detect duplicates and prevent duplication of activities?
Methods by which Dokka prevents duplication in ERP
Using the "Activity Tracker" button
9. approvals flow
How to start and stop the approval process - approving/rejecting/document reporting
10. knowledge base and support inquiry
Self-access to the knowledge base and independent information search
Contacting the support team
For additional information, click on the links marked in the document.
In ten steps
DOKKA