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



Online Configuration


Themes (v3.14)

How to customize a theme


Portals (v3.14)

How to customize a portal


Making your first portal (v3.14)

How to create a portal from scratch



Customer Access


Configuring Customers (v3.14)

How to configure a customer's online settings


Configuring Contacts (v3.14)

How to configure a contact's online settings


Assigning Contact Access (v3.14)

How to manually assign contact access to products


Security (v3.14)

How to configure custom security roles 



Product Configuration


Configuring Products (v3.14)

How to configure a Product


Product Catalogs (v3.14)

How to add Product Catalogs


New Products (v3.14)

How to create new Products


Assigning Products (v3.14)

How to manually assign products to portals


Product Options (v3.14)

How a product options works and what the client sees



Online Navigation


Assuming Identity (v3.14)

How you can assume each online user's identity


Cart Approval

How the cart approval process works


Quote Approval (v3.14)

How a online quote is sent and what the client sees


Proof Approval (v3.14)

How a online proof is sent and what the client sees


Orders With Balances (v3.14)

How a client can see and pay for outstanding balances


Order Status (v3.14)

How a client can see and reorder past orders for themselves and/or their company


Favorites (v3.14)

How a client can add/remove and view favorite items


Inventory (v3.14)

How a client can see their inventory items balances


Profile (v3.14)

How a client can manage their own information


Admin (v3.14)

How a client admin can add/edit/delete their company's contacts



Variable Templates


Variable Templates (v3.07)

Creating a basic variable template with basic html and stacking groups


Variable Templates Advanced (v3.07)

Creating a more advanced template with advanced html