Documents management
Everything you need to know about managing documents in Dokka
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 fo...
Sun, 31 Jan, 2021 at 3:39 PM
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
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, 13 Mar, 2023 at 1:36 PM
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, 13 Mar, 2023 at 1:40 PM
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
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 ...
Thu, 16 Mar, 2023 at 1:48 PM
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,...
Sun, 12 Mar, 2023 at 10:49 AM
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...
Mon, 13 Mar, 2023 at 1:56 PM
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...
Mon, 13 Mar, 2023 at 2:02 PM
DOKKA's new Grid View feature is a powerful tool that lets you put all your documents in order. With one click, you can switch from the familiar Galle...
Sun, 7 Nov, 2021 at 1:06 PM