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Dooer Knowledgebase

Documents

This is documentation about the page Alla dokument that you can reach by logging in and clicking on Dokument > Alla dokument in the left sidebar.

In Dooer Documents you can upload and organize documents related to your business. Uploaded documents are indexed and made searchable so you can easily find what you're looking for.

Here you can store invoices, receipts, contracts, and other documents that can be used in other Dooer apps, e.g. when doing your bookkeeping as our bookkeeping wizard will help you match your bookings with a relevant document. Other Dooer apps also store documents here, e.g. Dooer Billing and Dooer Accounting.

Sections on the page

You can find the following sections on this page:

Document list

When you open the page, you will see the document list. It presents the following information about each document (when relevant):

  • ID
  • Description
  • Type (e.g. income, paid expense, unpaid expense, etc)
  • Date
  • Amount
  • Booking status

When you click on a document in the list, you will be taken to the document view (see below).

Document view

The document view shows in a two-column modal. It visually presents the document as well as various metadata (manually provided or automatically extracted) about the document. What information is available depends on the type of document.

Tabs

The document view is split into three tabs:

Aktivitet (Activity)

Under the activity tab, any tasks related to the document are displayed. You can also start a conversation about the document through the Meddelande field at the bottom of this tab.

Detaljer (Details)

The details tab shows any references to transactions and other details extracted from the document by other apps.

Bokföring (Accounting)

Under the accounting tab, you can see the accounting done for the document and lets you make bookings of the document if you do your accounting in Dooer.

FAQ

How do I upload a document to Dooer?

You can upload documents in several ways:

Drag and drop files from your computer

Drag and drop files from your computer like so:

  1. Go to the page Alla dokument.
  2. Drag and drop files from your computer into the main area of the app, and they will be uploaded and saved immediately.

Click the Ladda upp button

Upload via the Ladda upp button like so:

  1. Go to the page Alla dokument.
  2. Click the Ladda upp button.
  3. In the dropdown, pick what type of document you want to upload.
  4. Choose the file to be uploaded and start the upload.
  5. The document will be uploaded and saved immediately.

Send documents to your Dooer account via email

Please read the following article which describes in detail how go configure your account to accept documents via email and how to find your unique email addresses to send to.

How do I sort an unsorted document?

If you have a document marked as Osorterat, you can sort it like so:

  1. Go to the page Alla dokument.
  2. Tick the checkbox next to the document you want to sort.
  3. Click the blue button Sortera som and select the document type in the dropdown.

Please note that you can also just click on the document and follow the instructions in the booking wizard that will show up for unsorted documents.

How do I delete a document?

If you have a document that you no longer need, you can delete it by following these steps:

  1. Go to the page Alla dokument.
  2. Tick the checkbox next to the document you want to delete.
  3. Click the blue button Släng.

Please note that it's not possible to delete

How do I restore a document from the trash?

If you have deleted a document and later want to restore it, you can do so by following these steps:

  1. Go to the page Dokument > Papperskorg.
  2. Tick the checkbox next to the document you want to restore.
  3. Click the blue button Återställ.

How do I empty the trash?

If you have deleted documents and later want to empty the trash, you can do so by following these steps:

  1. Go to the page Dokument > Papperskorg.
  2. Click the red button Töm papperskorgen in the upper right corner.

How do I search for a document?

You can search for a document by typing in the search bar (Sök) at the top of the left sidebar.

How can I see if a document is linked to a transaction?

You can see that the document is linked to a transaction under the Detaljer tab in the document view. Documents linked to a transaction also receive a $ icon on the document thumbnail in the document list.

  1. Go to the page Alla dokument.
  2. Click on the document you want to see.
  3. Go to the Detaljer tab.