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



Online Configuration


Themes

How to customize a theme


Portals

How to customize a portal



Customer Access


Access and Security

How to configure Customers, Contacts, and Security Roles



Product Configuration


Online Products

How to configure a Products to streamline online ordering



Online Navigation


Assuming Identity

How you can assume each online user's identity


Quote Approval

How an 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


Favorites

How a client can add/remove and view favorite items


Inventory

How a client can see their inventory items balances


Profile

How a client can manage their own information


Admin

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



Variable Templates


B2B Variable Templates

B2C Variable Templates 

Variable Data Variable Templates