DocketManager lets you attach files to several items in the system to maintain records, content, or print elements.

• Files can be uploaded from the your local device, or linked with a URL to an Online File Storage Solution.

ITEM FILE EXAMPLES

• Customers/Contacts - Tax Exempt Certificates, Business Contracts, PMS Color Standards, & W2P Images
• Vendors/Suppliers - Price Lists or Agreements, FSC Certifications, & Spec Sheets
• Quotes/Orders - Delivery List, Kitting Breakdown, Signed Quote Approval, & Scanned QA Checklist
• Quote Items/Order Items - Customer Supplied Files, Vendor Quotes, Proofs, Working Files, & Print Files
• Stocks/Supplies - Spec Sheets, FSC Certification, & Pricing Agreements
• Parent Product Containers/Product Items - Thumbnails, Preview Files, Print Files, Working Files

ADDING LOCAL FILES

Click the {+} Icon located in the top-right of a System Objects Files Block to open the Add File Modal Leave the Type dropdown option as "File" Select a File Group Learn more about File Groups. Click {Choose Files} to select, or drag and drop, one or more Files that you want to upload for the selected File Group Once your File(s) finishes uploading, Click {Save} to attach the File(s) to the Files Block Refresh the page to fully load the file for any additional activity you will be performing with it

ADDING URL FILES

Click the {+} Icon located in the top-right of a System Objects Files Block to open the Add File Modal Select "URL" from the Type dropdown option Enter a File Name Enter the File URL Link from the File Storage System Select a File Group Learn more about File Groups. Click {Save} to attach the File URL to the Files Block

FILE ACTION OPTIONS

Files in the system have some of the following action options to choose from depending on the File Group when hovering over the File.

• Thumbnails - Download / Copy File URL Link / Delete / Sort
• Preview Files - Download / Copy File URL Link / Delete / Sort
• Your URL Files - Edit / Download / Delete
• Your File Group Files - Edit / Download / New Proof / Hot Folder / Create Thumbnail / Copy File URL Link / Delete
  • The New Proof Action will only be available for Local Files who's File Group has the Proof capability Toggled to "Yes" in Settings > Dockets > Order Options > File Group.
  • The Hot Folder Action will only be available for Local Files who's File Group has the Hot Folder capability Toggled to "Yes" in Settings > Dockets > Order Options > File Group, And if the Order Item has a Press Associated with Hot Fodders Enabled, with a Hot Folder selected.

EDIT

• System or Local File Groups - Allows you to reassign the File Group.
• URL Files - Allows you to reassign the File Group and change the File Name.

DOWNLOAD

Downloads the File to your computer.

NEW PROOF

Create a new proof record.
Learn more about Proofing Order Items.

HOT FOLDER

Sends the file to the Hot Folder connected on the assigned Press.
Learn more about Hot Folders.

CREATE THUMBNAIL

Manually generate a thumbnail from the File.

COPY FILE URL LINK

Copies the URL of the File stored on DocketManager to your system clipboard.

DELETE

Deletes the File.

SORTING THUMBNAILS OR PREVIEW FILES

Clicking the {Up/Down Arrows} Icon at the top-right of the Thumbnails Block or Preview Files Block will allow you to define the sort order.

ACCEPTABLE FILE TYPES

The following file types are acceptable wherever files can be uploaded on DocketManager: