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

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 (v3.14)

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

Cart Approval

How the cart approval process works

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


Online Ordering - MIS (version 3.0 - 3.07)