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Knowledge base
Support 3.0
General
6
General Support
Email SPF Records
Best Practices for Submitting a Ticket
How to Delete Browser Cache on Google Chrome?
Acceptable File Types
See all 6 articles
Tools
3
Glossary of Terms
Variable Template Creation Requirements
Going Live Checklist
Online Ordering Setup
9
Homepage HTML Templates
Link to Profile Page on Portal
Explore Our Themes
Theme Requirements
Product Worksheets
See all 9 articles
Training Videos 3.0
System Setup Videos 3.0
3
System Setup Videos
MIS
Online Ordering
Webinars
3
General Training Webinars
New Release Features Webinars
Webinars (Archive)
Frequently Asked Questions
General FAQ
4
FAQ - What Version am I on?
FAQ - Is DocketManager Down?
FAQ - Why are Documents not Displaying?
FAQ - How to Add/Remove an Employee from DocketManager?
Accounting
20
FAQ - Can You Bulk Set GL Accounts
FAQ - How to Apply an Overpayment to an Account?
FAQ - Why Isn't Tax Calculating on my Order?
FAQ - How Do I Process Customer Credit and Refunds?
FAQ - How to Apply an Order Credit to Another Order?
See all 20 articles
Orders/Quotes
13
FAQ - How to Manually Set an Invoice Date
FAQ - How to Change a Tax Type on an Invoice
FAQ - How to Reprint an Order?
FAQ - How do Timers Calculate?
FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
See all 13 articles
Presses
6
FAQ - How to Calculate Ink?
FAQ - How is Wide Format Pricing Calculated?
FAQ - How to Calculate a Web Press?
FAQ - How do the Different Scale Selections Work?
FAQ - What are Press Groups?
See all 6 articles
Online
12
FAQ - How to Integrate Your Online Products with Shippo
FAQ - Why are Products Not Showing Online?
FAQ - Why are Variable Template Fields not Shifting?
FAQ - How do I add Companies to a Portal?
FAQ - How to Setup Online Ordering?
See all 12 articles
Inventory - Stock, Supplies, and Customer Goods
18
FAQ - How To Determine Stock That Still Needs To be Added to DocketManager?
FAQ - How Can I Add On-Hand Stock?
FAQ - What is the Difference between On-Hand and Available?
FAQ - What is the Minimum Level for on Stock, Supplies, and Customer Goods?
FAQ - Why is There an Unposted Order Showing in my Inventory Adjustments?
See all 18 articles
POS
2
FAQ - What is the POS system?
FAQ - How to Add/Remove Products from POS?
Customers & Contacts
6
FAQ - How do I Merge a Duplicate Customer?
FAQ - How do I Bring Back a Deleted Customer?
FAQ - What is a Marketing Campaign?
FAQ - What is the difference between a Marketing Campaign and a Marketing List?
FAQ - Do I Setup Budgets on Customers and Contacts?
See all 6 articles
Communications
8
FAQ - Why are Emails not Going Through?
FAQ - Why Did My Email Fail to Send?
FAQ - How to setup Office 365 SMTP configuration?
FAQ - Why does an Email Sent to Multiple Individuals Only Show One Status?
FAQ - What Document Tags are Available to Use on This Document?
See all 8 articles
Reports
2
FAQ - What Types of Reports are Available on DocketManager?
FAQ - Can you Add a New Report to my System?
Job Templates and Products
9
FAQ - Why Isn't my Template Pricing Working?
FAQ - What is the Difference Between a Job Template and a Product?
FAQ - What is the Difference between a Template Group, Template Name, and Template Option?
FAQ - What to do if I Accidentally Inactivated all My Template Options Instead of Just One?
FAQ - What are Group Templates For?
See all 9 articles
Settings
27
FAQ - What is in Each Settings Section?
FAQ - What to Do if An Employee Forgot to Clock In/Out?
FAQ - How do I Assign Tasks to my Employees?
FAQ - Why Can't my Employee see all Orders / Customers in the System?
FAQ - How Can I Use Custom Exports to Create Customized Reports?
See all 27 articles
Resources 3.0
Sample Items
5
Sample Item - 2 Item Group
Sample Item - 24 x 36 Poster Large Format Item
Sample Item - 8.5 x 11 2/0 Letterhead Offset
Sample Item - 4.25 x 5.5 Black/0 Pads of 50
Sample - Kit Using Customer Goods
DocketManager Screen Help
101
Dashboard
POS
Customers
Customer View
Contacts
See all 101 articles
Internal Documentation 3.0
Document HTML Tags
14
Shipping Label Document HTML Tags
Deposit Ticket Document HTML Tags
Invoice Document HTML Tags
Outsourced Document HTML Tags
Packing Slip Document HTML Tags
See all 14 articles
Document Templates
9
Document Templates - Invoices
Document Templates - Packing Slips
Document Templates - Quotes with Totals
Document Templates - Quotes with No Totals
Document Templates - Statements
See all 9 articles
Canned Email HTML Tags
12
Accounting Canned Email HTML Tags
General Canned Email HTML Tags
Login Canned Email HTML Tags
Online Canned Email HTML Tags
Online Password Reset Canned Email HTML Tags
See all 12 articles
Canned Email Templates
7
Canned Email Templates - Accounting
Canned Email Templates - Online
Canned Email Templates - Orders
Canned Email Templates - Login
Canned Email Templates - Purchase Order
See all 7 articles
Defaults
1
Contacts - Defaults
Online Tags
1
Online Tags
DocketManager 3.0
Login
2
Login Procedures
Login - Password Reset
General
16
General - Alerts
General - Smart Lists
General - Cardview Option
General - Notes
General - Internal Documentation - Notes
See all 16 articles
Dashboard 3.0
Navigation
2
Navigation - Dashboard
Navigation - Top Navigation Bar
POS 3.0
POS Orders
5
POS - Point of Sale View
POS - Creating an Order
POS - Payments
POS - Customers/Contacts
POS - Modifying Cart Products
CRM 3.0
Customers
12
Customers - Customer Search
Customers - Creating a New Customer
Customers - Locations
Customers - Financial
Customers - Customer View
See all 12 articles
Contacts
11
Contacts - Contacts Search
Contacts - Creating a New Contact
Contacts - Editing a Contact
Contacts - Deleting a Contact
Contacts - Locations
See all 11 articles
Marketing Campaigns
6
Marketing Campaigns - Searching Marketing Campaigns
Marketing Campaigns - Creating a New Marketing Campaign
Marketing Campaigns - Items
Marketing Campaigns - Contacts
Marketing Campaigns - Deleting a Marketing Campaign
See all 6 articles
Marketing Lists
5
Marketing - Searching Marketing Lists
Marketing Lists - Creating a New Marketing List
Marketing Lists - Contacts
Marketing Lists - Deleting a Marketing List
Marketing Lists - Duplicating a Marketing List
Sales
1
Sales - Sales View
Quotes/Orders 3.0
Orders
16
Orders - Orders Search
Orders - Order Items Search
Orders - Order View
Orders - Creating a New Order
Orders - Locations
See all 16 articles
Quotes
7
Quotes - Quotes Search
Quotes - Quote Items Search
Quotes - Quotes View
Quotes - Creating a New Quote
Quotes - Locations
See all 7 articles
Items
23
Items - Searching Items
Items - Creating a New Item from Scratch
Items - Items View
Items - Graphics
Items - Pricing
See all 23 articles
Shipments
9
Shipments - Creating a Shipment
Shipments - Editing a Shipment
Shipments - Deleting a Shipment
Shipments - Parcels
Shipments - Shipment View
See all 9 articles
Production 3.0
Navigation
2
Navigation - Production Search
Navigation - Production Views
Production
3
Production - Exporting Production
Production - Bulk Actions
Production - Workorders
Inventory 3.0
Stock
12
Stock - Searching Stock
Stock - Stock View
Stock - Adding a Stock - Configuration
Stock - Editing a Stock
Stock - Duplicating a Stock
See all 12 articles
Customer Goods
13
Customer Goods - Searching Customer Goods
Customer Goods - Customer Goods View
Customer Goods - Adding New Customer Good
Customer Goods - Editing Customer Goods
Customer Goods - Deleting Customer Goods
See all 13 articles
Supplies
9
Supplies - Searching Supplies
Supplies - Supply View
Supplies - Adding New Supplies
Supplies - Editing Supplies
Supplies - Duplicating Supplies
See all 9 articles
PO
7
PO - Searching Purchase Orders
PO - Creating a New Purchase Order
PO - Stocks
PO - Supplies
PO - Deleting Purchase Orders
See all 7 articles
Accounting 3.0
Accounts Receivable
4
Accounts Receivable - Searching Accounts Receivables
Accounts Receivable - Accounts Receivable View
Accounts Receivable - Exporting Accounts Receivable
Accounts Receivable - Statements
Deposits
5
Deposits - Searching Deposits
Deposits - Adding a New Deposit
Deposits - Payments
Deposits - Editing Deposits
Deposits - Marking a Deposit as Deposited
Payments
5
Payments - Searching Payments
Payments - Adding a New Payment
Payments - Editing a Payment
Payments - Deleting a Payment
Payments - Bulk Actions
Revenue Breakdown
1
Revenue Breakdown - Searching Revenue Breakdown
GL Account Breakdown
2
GL Account Breakdown - Searching GL Account Breakdown
GL Account Breakdown - Untracked Items
Closeouts
3
Closeouts - Creating a New Closeout
Closeouts - Actions
Closeouts - GL Account Breakdown Export
Commission
3
Commission - Searching Commission
Commission - Exporting Commission Information
Commission - Payments
Entries
7
Entries - Searching Entries
Entries - Creating a New Entry
Entries - Exporting Entries
Entries - Editing an Entry
Entries - Commission Allocation
See all 7 articles
Reports 3.0
Accounting
6
Accounting - Accounts Receivable
Accounting - Aging Summary
Accounting - Commission By Contact
Accounting - Deposit Payments
Accounting - Tax
See all 6 articles
Analysis
7
Analysis - Customer Analysis
Analysis - Orders vs Quotes
Analysis - Return on Investment
Analysis - Wins, Losses, & Outstanding
Analysis - Average Monthly Sales
See all 7 articles
Efficiency
2
Efficiency - Graphic Comparison
Efficiency - Timer Report
Marketing
3
Marketing - Order Item Summary
Marketing - Sales By Job Group
Marketing - Survey List
Sales
10
Sales - Orders By Customer
Sales - Outstanding Order Items
Sales - Outstanding Quote Items
Sales - Sales By Customer
Sales - Sales by Customer by Job Group
See all 10 articles
Settings - Accounting 3.0
Financial
6
Financial - Banking
Financial - Configuration
Financial - Deposit Types
Financial - Payment Types
Financial - Payment Terms
See all 6 articles
Previous AR
2
Previous Accounts Receivable - Manual Entry
Previous Accounts Receivable - Importing Previous AR Files
GL Accounts
5
GL Accounts - Creating a New GL Account
GL Accounts - Editing a GL Account
GL Accounts - Deleting a GL Account
GL Accounts - Set GL Accounts
GL Accounts - Importing GL Accounts
Settings - Admin 3.0
Account
3
Account - Account View
Account - Adding an Active User/Employee
Active User - Login
Configuration
1
Configuration - Date/Time Settings
Custom Export
3
Custom Export - Customer/Contacts Custom Export
Custom Export - Orders/Items Custom Export
Custom Export - Smart Lists
Integrations
13
Authorize.net - Adding your Merchant Account
Authorize.net - Creating a Simple Checkout for your Website with Authorize.net
Authorize.net - How to Enter Test Mode in Authorize.net?
Authorize.net - How to Turn on Email Receipt in Authorize.net
Integrations - Shippo
See all 13 articles
Security
5
Security - Adding a New Security Role
Security - Contacts
Security - Editing a Security Role
Security - Deleting a Security Role
Security - Duplicating a Security Role
Time Clock
5
Time Clock - Searching Time Entries
Time Clock - Adding a Time Entry
Time Clock - Deleting a Time Entry
Time Clock - Editing a Time Entry
Time Clock - Export
Tools
1
Tools - Merging Customers
Settings - Communications 3.0
Documents
6
Documents - Searching Documents
Documents - Creating a New Document
Documents - Editing a Document
Documents - Deleting a Document
Documents - Duplicating a Document
See all 6 articles
Canned Emails
5
Canned Emails - Creating a Canned Email
Canned Emails - Editing a Canned Email
Canned Emails - Deleting a Canned Email
Canned Emails - Searching Canned Emails
Canned Emails - Duplicating a Canned Email
Records
2
Records - Searching Records
Records - Editing a Record
Tasks
6
Tasks - Creating a New Task
Tasks - Editing a Task
Tasks - Deleting a Task
Tasks - Searching Tasks
Tasks - Bulk Actions
See all 6 articles
Settings - Customer 3.0
Budgets
8
Budgets - Searching Budgets
Budgets - Creating a New Budget
Budgets - Contacts
Budgets - Editing a Budget
Budgets - Duplicating Budgets
See all 8 articles
Defaults
2
Defaults - Adding Customer Defaults
Defaults - Editing Customer Defaults
Locations
2
Locations - Region
Locations - Country
Import/Export
3
Import/Export - Importing Customer/Contact Information
Import/Export - Exporting Customer/Contact Information
Import/Export - Importing Additional Locations for Customers
Tags
5
Tags - Creating a New Customer Tag
Tags - Editing a Customer Tag
Tags - Deleting a Customer Tag
Tags - Removing Tag Association
Tags - Searching Using Tag Associations
Settings - Dockets 3.0
Cutting
5
Cutting - Cuts Setup
Cutting - Creating New Cut Scales
Cutting - Editing Cut Scales
Cutting - Duplicating Cut Scales
Cutting - Deleting Cut Scales
Department Items
20
Department Items - Searching Department Items
Department Items - Creating a New Department Item
Department Items - Editing a Department Item
Department Items - Deleting a Department Item
Department Items - Duplicating a Department Item
See all 20 articles
General
5
General - Setting up Order/Quote Defaults
General - Note Labels
General - Template Groups
General - Department Item Groups
General - Press Groups
Job Templates
14
Job Templates - Searching Job Templates
Job Templates - Creating a New Job Template
Template Options - General
Job Templates - Multi Version Markup
Job Templates - Bulk Actions
See all 14 articles
Order Options
10
Order Options - Item Type
Order Options - File Group
Order Options - Unit of Measure
Order Options - Order Due Options
Order Options - Invoice Delivery
See all 10 articles
Presses
21
Press - Searching Presses
Presses - Adding a New Digital Press
Presses - Adding an Offset/Perfector/Web Press
Presses - Adding a Wide Format Press
Presses - Editing a Press
See all 21 articles
Production
2
Production - Queues
Production - Workflow
Stock
12
Attributes - Setting Up Default Stock Attributes
Attributes - Stock Markups - Printed
Attributes - Stock Markups - Blank
Size - Stock Size
Color - Stock Color
See all 12 articles
Tags
3
Tags - Order Tags
Tags - Removing an Order Tag Association
Tags - Searching Orders Using Tag Associations
Timers
4
Timers - Creating a New Timer Rate
Timers - Editing a Timer Rate
Timers - Deleting a Timer Rate
Timers - Searching Timers
Vendors/Suppliers
20
Vendors - Creating a New Vendor
Vendors - Editing a Vendor
Vendor - Deleting a Vendor
Vendors - Vendor Locations
Vendors - Vendor Contacts
See all 20 articles
Point of Sale
1
Point of Sale - Products
Settings - Online Ordering 3.0
External Components
2
External Components
Incorporating Google Analytics
Online Configuration
10
Online Configuration - Theme
Online Configuration - Portals
Online Configuration - Product Catalogs
Online Configuration - Security
Portals - Pages
See all 10 articles
Product Options
6
Product Options - Searching Product Options
Product Options - Adding Product Options
Product Options - Product List
Product Options - Editing Product Options
Product Options - Deleting Product Options
See all 6 articles
Products
11
Products - Searching Products
Products - Adding a New Product
Orders - Online Orders Template View
Products - Editing Products
Products - Deleting a Product
See all 11 articles
Variable Templates
1
Variable Templates
Online Portals
9
Online Portals - Assume Identity
Online Portals - Viewing an Online Portal
Online Portals - Registering for a Customer
Online Portals - Password Reset
Online Portals - Portal Login
See all 9 articles
Online Template Builder
Online Template Builder
42
Chapter 01 - Online Template Technology Overview
Chapter 02 - Minimum Browser Requirements
Chapter 03 - Navigating Online Template Builder
Chapter 04 - Building a Master PDF
Chapter 05 - Creating and Duplicating a Template
See all 42 articles
Integrations
Authorize.net
3
Adding your Account
Making a Payment
Saving a Card
Training - Exporting from other MIS Systems
Exporting Your Information from Print Leader
4
Exporting Your Customer List from Print Leader
Exporting Your Vendor List from Print Leader
Exporting Your Multiple Contact List from Print Leader
Exporting Your Outstanding AR Invoices from Print Leader
Exporting Your Information from PrintSmith
4
Exporting Your Copier Definitions from PrintSmith
Exporting Your Press Definitions from PrintSmith
Exporting Your Customers from PrintSmith
Exporting Your Contacts from PrintSmith
Training - 3.0
1
Module 1 - General Setup
Release Notes
Version 2.33
6
New Department Item Lock To's
Multi Quantity Quote
Time Sensitive
Ink Coverage Speed Modifier
Impressions Per Hour Scale
See all 6 articles
Version 2.32
2
Uploading a File to an Order Item
Sales Breakdown
Version 2.34
7
Emailing and Printing Multiple Invoices
Customer Payments Screen
Drag & Drop Sort-ability on Department Items
Invoice Date on Payments Screen
Drag & Drop Sort-ability on Order Items
See all 7 articles
Version 2.35
2
Department Item Lock To
Quote Section
Version 2.36
3
Actual Sheets Billed vs Cost
Online Ordering From Email
Active Users
Version 2.37
1
Stock Price By
Version 2.38
4
Deposits
Web Press
Offset Perfector
Wide Format Side 2
Version 2.39
5
No More Lots
Multiply by Lots
Department Item Lock To Variables
Global Catalog
New Fields for Reports
Version 2.40
4
Dockets Tab - Views
Dockets Tab - Times
Dockets Tab - All Tab
Dockets Tab - Export
Version 2.41
3
Department Item Lock-to Variables
Quickbooks Export
Online Ordering Securable Options
Version 3.02
10
Customer Defaults
Task Added to New menu
Department Item Default Timer Rate
Hot Folders
Customer View Actions Menu
See all 10 articles
Version 3.03
6
Customer Search Filters
Bulk Actions Remove
Timers - Quick Add Time
New Payment Modal
Actions Menu
See all 6 articles
Support 2.0
Support
2
Best Practices for Submitting a Ticket 2.0
PC Speed Issue Resolutions
FAQ
3
How to delete browser cache on Google Chrome
How to use Join.me
Reports will not generate using Google Chrome
Technical Issues - Testing
1
Internet Route Tracing
Tools
2
Paper Calculator
What Version am I on?
