Documentation

Configuration

Set export templates, compliance modules, and integrations on your Doana account.

Configuration lives under Settings. Operators do not install anything on their workstation.

Export templates

Each broker, TMS, or ERP expects a slightly different file. In Settings → Export templates:

  1. Create an Excel, CSV, or JSON template.
  2. Choose tabs, column order, and fixed fields (exporting country, broker code, and so on).
  3. Attach the template to an agent, or let the operator pick it at export time.

Generated files stay in Exports → History. See Adaptive exports.

Compliance modules

Doana checks CARM, ICS2, CBAM, and UK CDS during extraction. In Settings → Compliance, enable only the regimes you file. A disabled module stops raising alerts.

See Multi-regime compliance.

Integrations

Settings → Integrations covers Outlook, Gmail, IMAP, email forwarding, Slack, Teams, and export sinks (FTP, API, SharePoint).

To connect a first mailbox, follow Connect your first inbox.

Team and notifications

Roles and per-agent access are under Settings → Team. Alerts (compliance gap, export ready, disconnected mailbox) are under Settings → Notifications.

See Team management.