General 6

• General Support
• Email SPF Records
• Best Practices for Submitting a Ticket
• How to Delete Browser Cache on Google Chrome?

See all 6 articles

Tools 5

• Glossary of Terms
• Variable Template Creation Requirements
• Going Live Checklist
• Onboarding Checklists (Phase 2-3)

See all 5 articles

Setup Articles 1

• Shippo - Setup

System Setup Videos 3.0 4

• System Setup Videos
• MIS
• Online Ordering
• Settings - Overview

Webinars 1

• Webinar Recordings & Training Courses

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?

See all 20 articles

Orders/Quotes 14

• 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?

See all 14 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?

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?

See all 12 articles

Stock 21

• 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?

See all 21 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/Contact?
• 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?

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?

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?

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?

See all 27 articles

Defaults 1

• Contacts - Defaults

DocketManager Screen Help 115

• Dashboard
• Point of Sale
• Customers
• Customer View

See all 115 articles

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

See all 5 articles

Import CSV 16

• Accounts Receivable CSV
• Budget Import CSV
• Contact Import CSV
• Customer Import CSV

See all 16 articles

HTML Guide 7

• Understanding The Document/Email Chart
• HTML Document Handlebars/JavaScript Helper Functions
• FAQ: Access Tags Within Documents & Canned Emails
• Barcode Document HTML Tags

See all 7 articles

HTML Tags by Document Type 19

• Credit Note
• Deposit Ticket
• Inventory Labels
• Inventory Purchase Order

See all 19 articles

HTML Tags by Email Type 17

• General
• Invoice
• Quote
• Shipping (Items)

See all 17 articles

HTML Tags by Object 63

• Overview: Accessing Tags with Objects and Loops
• Approver Contact Tags
• Budget Tags
• Cart Tags

See all 63 articles

Code Samples 7

• Pricing
• Production
• Job Information
• Online

See all 7 articles

Online Tags 4

• Display Tags
• Quote Approval Tags
• Proof Approval Tags
• Home and Custom Portal Page Tags

Login 2

• Login Procedures
• Login - Password Reset

General 17

• General - Alerts
• General - Smart Lists
• General - Cardview Option
• General - Notes

See all 17 articles

Navigation 3

• Navigation - Dashboard
• Navigation - Top Navigation Bar
• Dashboard - PO

POS Orders 7

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

See all 7 articles

Customers 44

• Customers - Customer Search
• Customers - Creating a New Customer
• Customers - Locations
• Customers - Financial

See all 44 articles

Contacts 20

• Contacts - Contacts Search
• Contacts - Creating a New Contact
• Contacts - Editing a Contact
• Contacts - Deleting a Contact

See all 20 articles

Marketing Campaigns 7

• Marketing Campaigns - Searching Marketing Campaigns
• Marketing Campaigns - Creating a New Marketing Campaign
• Marketing Campaigns - Items
• Marketing Campaigns - Contacts

See all 7 articles

Marketing Lists 5

• Marketing - Searching Marketing Lists
• Marketing Lists - Creating a New Marketing List
• Marketing Lists - Contacts
• Marketing Lists - Deleting a Marketing List

See all 5 articles

Sales 4

• Sales - Sales View
• Sales - Info Boxes
• Sales - Details
• Sales - Unposted Sales

Orders 35

• Orders - Orders Search
• Orders - Order Items Search
• Orders - Order View
• Orders - Creating a New Order

See all 35 articles

Quotes 28

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

See all 28 articles

Items 34

• Items - Searching Items
• Items - Creating a New Item from Scratch
• Items - Items View
• Items - Graphics

See all 34 articles

Shipments 10

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

See all 10 articles

Navigation 8

• Navigation - Production Search
• Navigation - Production Views
• Production - Workflow
• Production - Move

See all 8 articles

Production 5

• Production - Exporting Production
• Production - Bulk Actions
• Production - Workorders
• Production Views - Customization

See all 5 articles

Workflow 0

Active User 0

Stats 0

Stock 22

• Stock - Searching Stock
• Stock - Stock View
• Stock - Adding a Stock
• Stock - Editing a Stock

See all 22 articles

Customer Goods 18

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

See all 18 articles

Supplies 17

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

See all 17 articles

PO 10

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

See all 10 articles

Accounts Receivable 4

• Accounts Receivable - Searching Accounts Receivables
• Accounts Receivable - Accounts Receivable View
• Accounts Receivable - Exporting Accounts Receivable
• Accounts Receivable - Statements

Deposits 9

• Deposits - Searching Deposits
• Deposits - Adding a New Deposit
• Deposits - Payments
• Deposits - Editing Deposits

See all 9 articles

Payments 10

• Payments - Searching Payments
• Payments - Adding a New Payment
• Payments - Editing a Payment
• Payments - Deleting a Payment

See all 10 articles

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 5

• Closeouts - Creating a New Closeout
• Closeouts - Actions
• Closeouts - GL Account Breakdown Export
• Closeouts - Revenue Breakdown

See all 5 articles

Commission 3

• Commission - Searching Commission
• Commission - Exporting Commission Information
• Commission - Payments

Entries 12

• Entries - Searching Entries
• Entries - Creating a New Entry
• Entries - Exporting Entries
• Entries - Editing an Entry

See all 12 articles

Accounting 8

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

See all 8 articles

Analysis 9

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

See all 9 articles

Efficiency 2

• Efficiency - Graphic Comparison
• Efficiency - Timer Report

Marketing 3

• Marketing - Order Item Summary
• Marketing - Sales By Template Group
• Marketing - Survey List

Sales 10

• Sales - Orders By Customer
• Sales - Outstanding Order Items
• Sales - Outstanding Quote Items
• Sales - Sales By Customer

See all 10 articles

Financial 7

• Financial - Banking
• Financial - Configuration
• Financial - Deposit Types
• Financial - Payment Types

See all 7 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

See all 5 articles

Account 2

• Account - Details
• Account - Active Users/Employees

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

Deleted 12

• Deleted - Customers
• Deleted - Contacts
• Deleted - Department Items
• Deleted - Vendors

See all 12 articles

Integrations 19

• Authorize.net - Adding your Authorize.net 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

See all 19 articles

Security 8

• Security - Adding a New Security Role
• Security - Contacts
• Security - Editing a Security Role
• Security - Deleting a Security Role

See all 8 articles

Time Clock 6

• Time Clock - Searching Time Entries
• Time Clock - Adding a Time Entry
• Time Clock - Deleting a Time Entry
• Time Clock - Editing a Time Entry

See all 6 articles

Tools 1

• Tools - Merging Customers/Contacts

Documents 7

• Documents - Searching Documents
• Documents - Creating a New Document
• Documents - Editing a Document
• Documents - Deleting a Document

See all 7 articles

Canned Emails 6

• Canned Emails - Adding a Canned Email
• Canned Emails - Editing a Canned Email
• Canned Emails - Deleting a Canned Email
• Canned Emails - Searching Canned Emails

See all 6 articles

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

See all 6 articles

Budgets 11

• Budgets - Searching Budgets
• Budgets - Creating a New Budget
• Budgets - Contacts
• Budgets - Editing a Budget

See all 11 articles

Defaults 3

• Defaults - Adding Customer Defaults
• Defaults - Editing Customer Defaults
• Defaults - Deleting Customer Defaults

Locations 2

• Locations - Region
• Locations - Country

Import/Export 4

• Import/Export - Importing Customer/Contact Information
• Import/Export - Exporting Customer/Contact Information
• Import/Export - Importing Additional Locations for Customers
• Import/Exports - Exporting Additional Locations for Customers

Tags 6

• Tags - Creating a New Customer Tag
• Tags - Editing a Customer Tag
• Tags - Deleting a Customer Tag
• Tags - Removing Tag Association

See all 6 articles

Cutting 5

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

See all 5 articles

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

See all 20 articles

General 5

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

See all 5 articles

Group Templates 7

• Group Templates - Adding New Ungrouped Products
• Group Items - Editing Ungrouped Products
• Group Templates - Deleting Ungrouped Products
• Group Templates - Duplicating Ungrouped Products

See all 7 articles

Job Templates 16

• Job Templates - Searching Job Templates
• Job Templates - Creating a New Job Template
• Template Options - General
• Job Templates - Multi Version Markup

See all 16 articles

Order Options 12

• Order Options - Item Type
• Order Options - File Group
• Order Options - Unit of Measure
• Order Options - Order Due Options

See all 12 articles

Presses 26

• Press - Searching Presses
• Presses - Adding a Digital Press
• Presses - Adding an Offset Press
• Presses - Adding a Wide Format Press

See all 26 articles

Production 3

• Production - Queues
• Production - Workflow
• Production - Active User Queues

Stock 17

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

See all 17 articles

Tags 3

• Tags - Order Tags
• Tags - Removing an Order Tag Association
• Tags - Searching Orders Using Tag Associations

Timers 5

• Timers - Creating a New Timer Rate
• Timers - Editing a Timer Rate
• Timers - Deleting a Timer Rate
• Timers - Searching Timers

See all 5 articles

Vendors/Suppliers 22

• Vendors - Creating a New Vendor
• Vendors - Editing a Vendor
• Vendor - Deleting a Vendor
• Vendors - Vendor Locations

See all 22 articles

Point of Sale 1

• Point of Sale - Products

External Components 2

• External Components
• Incorporating Google Analytics

Online Configuration 15

• Online Configuration - Theme
• Online Configuration - Portals
• Online Configuration - Product Catalogs
• Online Configuration - Security

See all 15 articles

Product Options 7

• Product Options - Searching Product Options
• Product Options - Adding Product Options
• Product Options - Product List
• Product Options - Editing Product Options

See all 7 articles

Products 11

• Products - Searching Products
• Products - Adding a New Product
• Orders - Online Orders Template View
• Products - Editing Products

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

See all 9 articles

Online Ordering Setup 11

• Homepage HTML Templates
• Link to Profile Page on Portal
• Explore Our Themes
• Theme Requirements

See all 11 articles

eDoc 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

See all 42 articles

Customer's Canvas - Getting Started 21

• Customer's Canvas - Overview
• Customer's Canvas - Designs
• Customer's Canvas - Images
• Customer's Canvas - Fonts

See all 21 articles

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