Click a link below to watch reference videos covering 'How to & Examples' of how to use DocketManager.



Settings - Presses

How to Setup a Digital Press


How to Setup a Wide Format Press


How to Setup an Offset/Perfector/Web Press



Settings - Department Items

How to setup Department Items

Dept Item Setup Example - Inline Half Fold


Dept Item Setup Example - Wide Format Installation

Dept Item Setup Example - Coil Binding


Dept Item Setup Example - Cartons



Settings - Job Templates


How to Setup a Job Template


Activating and Inactivating Templates



Settings - Integrations


Configuring Hot Folders



Settings - Custom Exports


Customers & Contacts


Orders & Items



Communications


How Documents Work


How Canned Emails Work



Point of Sale


POS Overview



CRM


Creating Customers


Updating Customers


Creating Contacts


Updating Contacts


Marketing Lists


Marketing Campaigns


Sales



Orders


Split or Partial Shipments


How to Invoice



Items


Proofing Process



Production


Overview


Workflow


Active User


Changing Views


Available Production Views


Customizing Queues with HTML



Inventory - Stock


How to add a Stock


How to do a Price Update

How to a Bulk Update via Export/Import


How to Track Stock Inventory



Inventory - Customer Goods


Customer Goods - Overview


Customer Goods - Customer Supplied



Accounting


How to Make a Payment


How to do a Refund


How to Make an Entry


Processing a Credit and Refund


What is a GL?


GL Balancing

Accounting Best Practices


Accounting Reports to Pull



Troubleshooting


Price Testing Issues


Untracked GL Accounts on Closeout