There are several ways files can be used on DocketManager.

Informational files can be added to contacts, customers, orders, stocks and supplies.

Item files, thumbnails, and preview files can be added to items and products.


For a list of acceptable file format types, see Support - Acceptable File Types.


Informational Files

This allows for files to be added for informational use.

To add an Informational file:

  1.      Select + icon on the Files section. 

  An Add File modal will open.


  2.     Complete the fields.


Choose File

1. Select {Choose File}. A File Upload window will open.   

2. Locate the file to be added and select {Open}. The file name will now appear to the right-hand side of {Choose File} button.


File TypeSelect a File Type from the drop-down.

This will determine the file group for this file. These groups can be customized. For more information, see
Order Options - File Group.

 

  3.       Select {Save



Item Files, Thumbnails, and Preview Files


Adding Item Files

Step     Action

  1.      Select + icon on the Item Files section. 


           An Add File modal window will open.


  2.      Complete the fields.

Choose File

1. Select {Choose File}. A File Upload window will open.   

2. Locate the file to be added and select {Open}. The file name will now appear to the right-hand side of {Choose File} button.

File TypeSelect a File Type from the drop-down.

This will determine the file group for this file, designating
where the file gets placed in the files section.
 These groups can be customized. For more information, see Order Options - File Group.

 

  3.       Select {Save}.

 


File Actions

There are several different actions that can be taken on a file. Hover mouse over the file you would like to action and select the desired action icon. 


ActionAction IconDescription
Editing a FileThis allows for the file to be assigned to a different file group.

Note: Changing the file group may change 
where the file gets placed in the files section.
Downloading a File

This allows for the file to be downloaded.
Copying Files to Hotfolder (Item Files only)

This allows for files to be copied to a Hotfolder.

For more information on HotFolders, see Integrations - Hot Folders.
Deleting Files

This allows for files to be deleted.

Note: Deleted proof files will no longer appear in the files section. If the proof was part of a proof record, it will still appear on the Proof Records table on the Graphics tab.