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The Top Navigation Bar allows for quick access to several key functions in DocketManager. 


New

The New button is a shortcut to create new items with a single click. The following options are available in the New dropdown based on a user's security settings:

Barcode

This allows users to scan a barcode that had been printed on a document.


When a Barcode has been printed on a Document (such as a Workorder), scanning the barcode with the barcode reader will populate the screen with the Item the document is associated with.

Email Communications

Side panel access to Email Communications that have been sent from your DocketManager system.

TimersSide panel access to the Timers that are present in your system.

For more information on Timers, see General - Timers.

Tasks

Side panel access to Tasks that are Active, Completed, and Assigned To Others.


For more information on Tasks, see General - Tasks.

Alerts

Side panel access to Alerts in your system. These alerts include New and Completed Tasks, Failed Emails, Online Payments, Quote Approvals, Proof Updates, and Payments

For more information on Alerts, see General - Alerts.

Toggle Help

Page sensitive help that presents Help Articles, FAQs, and Videos specific to the page that you are on in DocketManager. 

User Guides

User Guides provide step by step on screen instructions for many different operations within DocketManager.

Announcements

Stay up to date with news and updates from DocketManager.

User Menu

This shows the identity of the current user. Hovering the mouse over the user name opens a drop-down that includes links for the following:

  • Profile
  • Clock-in
  • Release Notes
  • QA Release Notes
  • Community Forum
  • Blog
  • Upcoming Webinars
  • Recordings
  • Logout