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