Click a link below to watch videos covering how to set up Online Ordering in DocketManager. 



Online Configuration


Themes

How to customize a theme


Portals

How to customize a portal


Making your first portal

How to create a portal from scratch



Customer Access


Configuring Customers

How to configure a customer's online settings


Configuring Contacts

How to configure a contact's online settings


Assigning Contact Access

How to manually assign contact access to products


Security

How to configure custom security roles 



Product Configuration


Configuring Products

How to configure a Product


Product Catalogs

How to add Product Catalogs


New Products

How to create new Products


Assigning Products

How to manually assign products to portals


Product Options

How a product options works and what the client sees



Online Navigation


Assuming Identity

How you can assume each online user's identity


Quote Approval

How a online quote is sent and what the client sees


Proof Approval

How a online proof is sent and what the client sees


Orders With Balances

How a client can see and pay for outstanding balances


Order Status

How a client can see and reorder past orders for themselves and/or their company


Favorites

How a client can add/remove and view favorite items


Inventory

How a client can see their inventory items balances


Profile

How a client can manage their own information


Admin

How a client admin can add/edit/delete their company's contacts



Variable Templates


Variable Templates

Creating a basic variable template with basic html and stacking groups


Variable Templates Advanced

Creating a more advanced template with advanced html