Documents management
Everything you need to know about managing documents in Dokka
Uploading documents to DOKKA DOKKA offers several convenient ways to upload documents into the system: Via email – by sending documents to the ...
Tue, 15 Apr, 2025 at 1:25 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
Selecting Multiple Words Together Hold down the Ctrl key (or Command key on Mac). Use the mouse to draw a frame around the desired words. Relea...
Thu, 24 Apr, 2025 at 11:21 AM
Split, Merge, or Reorder Multi-Page Documents DOKKA makes it easy to manage documents with multiple pages. you can split one document into several,...
Tue, 15 Apr, 2025 at 2:57 PM
Search in DOKKA DOKKA allows you to search for documents in several ways: Search bar – by vendor name, invoice number, amount, descriptio...
Mon, 21 Apr, 2025 at 2:01 PM
Sticky Notes Sticky notes in DOKKA are a simple and effective way to leave internal comments, reminders, or context on specific invoices. They...
Tue, 22 Apr, 2025 at 12:43 PM
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
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
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