To host an image in your portals, documents, or canned emails (such as a logo) you can now upload the file to your DocketManager site and then link to it using html. 

  • Open the CRM menu and navigate to a Customer
  • Click the {+} next to Files to add a file
  • Choose the file that you would like to upload and choose a File Group label
  • Click Save

Next right click on the name of the file and click Copy Link Address. The url link will be copied to the clipboard

Paste (command + v) the url link into the following image code:

<img src="https://your-image-link-here"/>

You can then copy this code and paste it into the HTML view of your portal, document or canned email wherever you would like it to appear.

If you have your image link ready and are unsure where to paste it, our support department can help you. Send us a ticket or email Please specify where in the email you are hoping to have the image appear.