DocketManager

General 7

• General Support
• Email SPF Records
• Best Practices for Submitting a Ticket
• How to delete browser cache on Google Chrome
• Glossary of Terms

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Sample Quotes 4

• Sample Quote - 2 Item Group
• Sample Quote - 24x36 Poster
• Sample Quote - 8.5 x 11 2/0 Letterhead
• Sample Quote - 4.25 x 5.5 Black/0 Pads of 50

DocketManager Screen Help 95

• Dashboard
• POS
• Customers
• Customer View
• Contacts

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Document HTML Tags 13

• Avery Label Document HTML Tags
• Deposit Ticket Document HTML Tags
• Invoice Document HTML Tags
• Outsourced Document HTML Tags
• Packing Slip Document HTML Tags

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Document Templates 7

• Document Templates - Invoices
• Document Templates - Packing Slips
• Document Templates - Quotes with Totals
• Document Templates - Quotes with No Totals
• Document Templates - Statements

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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

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Online Ordering 1

• Homepage HTML Templates

General FAQ 5

• FAQ - What Version am I on?
• FAQ - Is DocketManager Down?
• FAQ - Why are Documents not displaying?
• FAQ - Why Isn't my Template Pricing Working?
• FAQ - How to Add/Remove an Employee from DocketManager?

Accounting 4

• 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?

Orders/Quotes 2

• FAQ - How to Manually Set an Invoice Date
• FAQ - How to Change a Tax Type on an Invoice

Presses 3

• FAQ - How to Calculate Ink
• FAQ - How is Wide Format Pricing Calculated?
• FAQ - How to Calculate a Web Press?

Online 3

• FAQ - How to Integrate Your Online Products with Shippo
• FAQ - Why are Products Not Showing Online?
• FAQ - Why are Variable Template Fields not Shifting?

Stock 3

• FAQ - How Can I Add On-Hand Stock?
• FAQ - How To Determine Stock That Still Needs To be Added to DocketManager?
• FAQ - Why Does My Stock Say 0x0?

System Setup Videos 2.0 1

• System Setup Videos

System Setup Videos 3.0 3

• System Setup Videos
• Online Ordering
• MIS

Webinars 3

• General Training
• Training Webinars - Master List
• New Release Features Webinars

Login 2

• Login Procedures
• Login - Password Reset

General 14

• General - Notes
• General - Tasks
• General - Smart Lists
• General - Timers
• General - Item Summary

See all 14 articles

Navigation 2

• Navigation - Dashboard
• Navigation - Top Navigation Bar

POS Orders 5

• POS - Point of Sale View
• POS - Creating an Order
• POS - Payments
• POS - Customers/Contacts
• POS - Modifying Cart Products

Customers 12

• Customers - Searching for a Customer
• Customers - Creating a New Customer
• Customers - Locations
• Customers - Financial
• Customers - Customer View

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Contacts 11

• Contacts - Searching for a Contact
• 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

Orders 15

• Orders - Creating a New Order
• Orders - Orders View
• Orders - Locations
• Orders - Order Payments
• Orders - Items

See all 15 articles

Quotes 6

• Quotes - Creating a New Quote
• Quotes - Quotes View
• Quotes - Locations
• Quotes - Items
• Quotes - Quotes Search

See all 6 articles

Items 22

• Items - Creating a New Item
• Items - Items View
• Items - Graphics
• Items - Pricing
• Items - Press

See all 22 articles

Shipments 7

• Shipments - Creating a Shipment
• Shipments - Editing a Shipment
• Shipments - Deleting a Shipment
• Shipments - Parcels
• Shipments - Action Menu

See all 7 articles

Navigation 2

• Navigation - Production Search
• Navigation - Production Views

Production 3

• Production - Exporting Production
• Production - Bulk Actions
• Production - Workorders

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 8

• Customer Goods - Searching Customer Goods
• Customer Goods - Customer Goods View
• Customer Goods - Adding New Customer Goods
• Customer Goods - Editing Customer Goods
• Customer Goods - Deleting Customer Goods

See all 8 articles

Supplies 9

• Supplies - Searching Supplies
• Supplies - Supply View
• Supplies - Adding New Supplies
• Supplies - Editing Supplies
• Supplies - Duplicating Supplies

See all 9 articles

PO 6

• PO - Searching Purchase Orders
• PO - Creating a New Purchase Order
• PO - Stocks
• PO - Supplies
• PO - Deleting Purchase Orders

See all 6 articles

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 1

• GL Account Breakdown - Searching GL Account Breakdown

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

Accounting 5

• Accounting - Accounts Receivable
• Accounting - Aging Summary
• Accounting - Commission By Contact
• Accounting - Deposit Payments
• Accounting - Tax

Analysis 6

• Analysis - Customer Analysis
• Analysis - Orders vs Quotes
• Analysis - Return on Investment
• Analysis - Wins, Losses, & Outstanding
• Analysis - Average Monthly Sales

See all 6 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

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

Account 3

• Account - Account View
• Account - Adding an Active User
• 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 10

• Integrations - Adding your Merchant Account - Authorize.net
• Creating a Simple Checkout for your Website with Authorize.net
• Integrations - Hot Folders
• Integrations - Shippo
• Shippo - Upgrading your API Version

See all 10 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

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

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

Cutting 5

• Cutting - Cuts Setup
• Cutting - Creating New Cut Scales
• Cutting - Editing Cut Scales
• Cutting - Duplicating Cut Scales
• Cutting - Deleting Cut Scales

Department Items 18

• 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 18 articles

General 5

• General - Setting up Order/Quote Defaults
• General - Note Labels
• General - Template Groups
• General - Department Item Groups
• General - Press Groups

Job Templates 12

• Job Templates - Searching Job Templates
• Job Templates - Creating a New Job Template
• Job Templates - Multi Version Markup
• Job Templates - Bulk Actions
• Job Templates - Duplicating Job Templates

See all 12 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 11

• Attributes - Setting Up Default Stock Attributes
• Attributes - Stock Markups - Printed
• Attributes - Stock Markups - Blank
• Size - Stock Size
• Color - Stock Color

See all 11 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

Variable Templates 1

• Variable Templates

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

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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 6

• Products - Searching Products
• Products - Adding a New Product
• Products - Editing Products
• Products - Deleting a Product
• Products - Bulk Actions

See all 6 articles

Online Portals 4

• Online Portals - Assume Identity
• Online Portals - Viewing an Online Portal
• Online Portals - Registering for a Customer
• Online Portals - Password Reset

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

Authorize.net 3

• Adding your Account
• Making a Payment
• Saving a Card

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

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

• 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 3

• Paper Calculator
• Glossary of Terms
• Variable Template Creation Requirements

Online Ordering Setup 2

• Theme Requirements
• Product Worksheets