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

Online Configuration


How to customize a theme


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


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


How a client can add/remove and view favorite items


How a client can see their inventory items balances


How a client can manage their own information


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