DocketManager
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Knowledge base
Support
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
5
Glossary of Terms
Variable Template Creation Requirements
Going Live Checklist
Onboarding Checklists (Phase 2-3)
Onboarding Checklists (Phase 4)
Training Videos
System Setup Videos 3.0
4
System Setup Videos
MIS
Online Ordering
Settings - Overview
Webinars
1
Webinar Recordings & Training Courses
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
Stock
20
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 20 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?
FAQ - How 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
Defaults
1
Contacts - Defaults
DocketManager Screen Help
115
Dashboard
Point of Sale
Customers
Customer View
Contacts
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
Sample - Kit Using Customer Goods
Import CSV
15
Accounts Receivable CSV
Budget Import CSV
Contact Import CSV
Customer Import CSV
Customer Location Import CSV
See all 15 articles
HTML Guide
6
Understanding The Document/Email Chart
HTML Document Handlebars/JavaScript Helper Functions
FAQ: Access Tags Within Documents & Canned Emails
Barcode Document HTML Tags
Formulas in Documents
See all 6 articles
HTML Tags by Document Type
19
Credit Note
Deposit Ticket
Inventory Labels
Inventory Purchase Order
Invoice
See all 19 articles
HTML Tags by Email Type
17
General
Invoice
Quote
Shipping (Items)
Shipping (Shipments)
See all 17 articles
HTML Tags by Object
63
Overview: Accessing Tags with Objects and Loops
Approver Contact Tags
Budget Tags
Cart Tags
Cart Approval Phase Tags
See all 63 articles
Document Templates
17
Document Templates - Credit Memo
Document Templates - Deposit Tickets
Document Templates - Inventory Labels
Document Templates - Inventory Purchase Orders
Document Templates - Inventory Purchase Orders with Item Reservations
See all 17 articles
Canned Email Templates
16
Canned Email Templates - Inventory Purchase Order
Canned Email Templates - Journal Entry
Canned Email Templates - Login
Canned Email Templates - Online Email Confirmation
Canned Email Templates - Online Order Needs Approval
See all 16 articles
Code Samples
6
Pricing
Production
Job Information
Online
Inventory Purchase Orders
See all 6 articles
Online Tags
4
Display Tags
Quote Approval Tags
Proof Approval Tags
Home and Custom Portal Page Tags
DocketManager
Login
2
Login Procedures
Login - Password Reset
General
17
General - Alerts
General - Smart Lists
General - Cardview Option
General - Notes
General - Internal Documentation - Notes
See all 17 articles
Dashboard
Navigation
3
Navigation - Dashboard
Navigation - Top Navigation Bar
Dashboard - PO
POS
POS Orders
7
POS - Point of Sale View
POS - Creating an Order
POS - Payments
POS - Customers/Contacts
POS - Modifying Cart Products
See all 7 articles
CRM
Customers
25
Customers - Customer Search
Customers - Creating a New Customer
Customers - Locations
Customers - Financial
Customers - Customer View
See all 25 articles
Contacts
20
Contacts - Contacts Search
Contacts - Creating a New Contact
Contacts - Editing a Contact
Contacts - Deleting a Contact
Contacts - Locations
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
Marketing Campaigns - Deleting a Marketing Campaign
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
Marketing Lists - Duplicating a Marketing List
Sales
4
Sales - Sales View
Sales - Info Boxes
Sales - Details
Sales - Unposted Sales
Quotes/Orders
Orders
34
Orders - Orders Search
Orders - Order Items Search
Orders - Order View
Orders - Creating a New Order
Orders - Locations
See all 34 articles
Quotes
27
Quotes - Quotes Search
Quotes - Quote Items Search
Quotes - Quotes View
Quotes - Creating a New Quote
Quotes - Locations
See all 27 articles
Items
32
Items - Searching Items
Items - Creating a New Item from Scratch
Items - Items View
Items - Graphics
Items - Pricing
See all 32 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
Navigation
8
Navigation - Production Search
Navigation - Production Views
Production - Workflow
Production - Move
Production - Download
See all 8 articles
Production
5
Production - Exporting Production
Production - Bulk Actions
Production - Workorders
Production Views - Customization
Production Views - Backups
Workflow
0
Active User
0
Stats
0
Inventory
Stock
21
Stock - Searching Stock
Stock - Stock View
Stock - Adding a Stock
Stock - Editing a Stock
Stock - Duplicating a Stock
See all 21 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
Customer Goods - Deleting Customer Goods
See all 18 articles
Supplies
10
Supplies - Searching Supplies
Supplies - Supply View
Supplies - Adding New Supplies
Supplies - Editing Supplies
Supplies - Duplicating Supplies
See all 10 articles
PO
10
PO - Searching Purchase Orders
PO - Creating a New Purchase Order
PO - Stocks
PO - Supplies
PO - Deleting Purchase Orders
See all 10 articles
Accounting
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
Deposits - Marking a Deposit as Deposited
See all 9 articles
Payments
10
Payments - Searching Payments
Payments - Adding a New Payment
Payments - Editing a Payment
Payments - Deleting a Payment
Payments - Bulk Actions
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
Closeouts - Deleting a Closeout
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
Entries - Commission Allocation
See all 12 articles
Reports
Accounting
8
Accounting - Accounts Receivable
Accounting - Aging Summary
Accounting - Commission By Contact
Accounting - Deposit Payments
Accounting - Tax
See all 8 articles
Analysis
9
Analysis - Customer Analysis
Analysis - Orders vs Quotes
Analysis - Return on Investment
Analysis - Wins, Losses, & Outstanding
Analysis - Average Monthly Sales
See all 9 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
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
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
Integrations
17
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
Outgoing Mail (SMTP Server) - Add an Account
See all 17 articles
Security
8
Security - Adding a New Security Role
Security - Contacts
Security - Editing a Security Role
Security - Deleting a Security Role
Security - Duplicating 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
Time Clock - Export
See all 6 articles
Tools
1
Tools - Merging Customers/Contacts
Settings - Communications
Documents
6
Documents - Searching Documents
Documents - Creating a New Document
Documents - Editing a Document
Documents - Duplicating a Document
Documents - Adding a Logo
See all 6 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
Canned Emails - Duplicating a Canned Email
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
Tasks - Bulk Actions
See all 6 articles
Settings - Customer
Budgets
10
Budgets - Searching Budgets
Budgets - Creating a New Budget
Budgets - Contacts
Budgets - Editing a Budget
Budgets - Duplicating Budgets
See all 10 articles
Defaults
4
Defaults - Adding Customer Defaults
Defaults - Editing Customer Defaults
Defaults - Adding 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
Tags - Searching Using Tag Associations
See all 6 articles
Settings - Dockets
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
Group Templates
7
Group Templates - Adding New Ungrouped Products
Group Items - Editing Ungrouped Products
Group Templates - Deleting Ungrouped Products
Group Templates - Duplicating Ungrouped Products
Group Templates - Grouping 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
Job Templates - Bulk Actions
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
Order Options - Invoice Delivery
See all 12 articles
Presses
24
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 24 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
Color - Stock Color
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
Timers - Exporting Timers
Vendors/Suppliers
22
Vendors - Creating a New Vendor
Vendors - Editing a Vendor
Vendor - Deleting a Vendor
Vendors - Vendor Locations
Vendors - Vendor Contacts
See all 22 articles
Point of Sale
1
Point of Sale - Products
Settings - Online Ordering
External Components
2
External Components
Incorporating Google Analytics
Online Configuration
15
Online Configuration - Theme
Online Configuration - Portals
Online Configuration - Product Catalogs
Online Configuration - Security
Portals - Pages
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
Product Options - Deleting Product Options
See all 7 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 Ordering Setup
11
Homepage HTML Templates
Link to Profile Page on Portal
Explore Our Themes
Theme Requirements
Product Worksheets
See all 11 articles
Online Template Builder
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
Chapter 05 - Creating and Duplicating a Template
See all 42 articles
Customer's Canvas - Getting Started
14
Customer's Canvas - Overview
Customer's Canvas - Designs
Customer's Canvas - Images
Customer's Canvas - Fonts
Customer's Canvas - Color Profiles
See all 14 articles
Customer's Canvas - InDesign Templates
2
Overview of Creating Templates in InDesign
Supported Markers
Customer's Canvas - Photoshop Templates
0
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
Hold
Customer Canvas - Configuring Products
0
Customer Canvas User Interface
0
