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.     Under the Type dropdown, select File if you are uploading a file or URL if you want to link to a URL address instead. The URL does not need to be public unless it is a Proof File Type that is being sent through DocketManager via email to a recipient.

  3.     Complete the fields.

Choose File	1. Select {Choose Files}. A File Upload window will open.    2. Locate the file(s) to be added and select {Open}. Multiple files can be selected at once. You can also drag and drop files to add them. Any added files will be appear in the list. If it is a very large file, a progress bar will display time remaining to upload. The file name(s) will now appear below the {Choose Files} button.
File Type	Select 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.

  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. 

Action	Action Icon	Description
Editing a File		This 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 hot folder. For more information on Hot Folders, see Integrations - Hot Folders.
Deleting Files		This allows for files to be deleted. You can select multiple files to bulk delete. 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.