All features for professional AM and SFK documentation
From structured report workflows to exports, user roles and security controls.
Feature depth and real UI insights
All screenshots below come from the actual DokuPortal interface.
Overview
Dashboard
Overview of report areas, master data sheets and recent activities
Workflow
Report overview
Filter and manage reports by customer, workplace, type and status
Editing
Care report editor
Edit activities and action lists, then export to PDF or DOCX
Master data
Master data sheet
Maintain company-specific base information in a structured layout
Dispatch
Email queue
Track and manage prepared report dispatches
Report workflows
Core functions for structured and repeatable documentation
Core
Create and edit reports
Manage care reports and annual reports with clear status handling.
Efficiency
Text modules and reuse
Reuse previously written content to reduce repetitive work.
Output
PDF and DOCX output
Generate report documents directly from the application.
Team and governance
Functions for collaboration, control and traceability
Control
User and role management
Assign permissions and responsibilities across teams.
Security
2FA and audit logs
Strengthen account security and keep change history visible.
Dispatch
Email queue
Coordinate dispatches with queue status and scheduling controls.
Data foundation
Structured data entities for long-term documentation quality
Structure
Master data sheets
Capture and maintain core company and workplace information.
Master data
Customer and workplace management
Keep customer and workplace records up to date in one system.
Integration
Offline sync preparation
API foundations are available for mobile or desktop synchronization scenarios.