NAVIGATION


Best Practices

The following includes some tips to provide the best user experience when navigating through DocketManager.

Google Chrome Browser

DocketManager is written to Google Chrome standards and offers the best user experience.


Breadcrumbs

In place of using the forward and backward arrows in your browser DocketManager offers breadcrumbs to simplify navigation. An example of this can be found by clicking on Inventory > Stock > View a Stock. The breadcrumb link for Stocks will appear in the top left corner of the screen.


Hard Refresh

Some page functionality issues can be resolved by performing a hard refresh. This is especially true after a software update.

  • Windows users: hold down Ctrl and then press F5 on your keyboard.
  • Mac users: hold down Cmd and Shift and then press R on your keyboard.


Popup Blocker

When you print your first document (quote, invoice) you may have to disable your browser popup blocker. An alert will display in the right hand side of the address bar of your browser where you can allow popups from DocketManager.

DASHBOARD

The following articles will breakdown the Dashboard screen into three separate sections.


Top Navigation Bar

The Top Navigation Bar allows for quick access to several key functions in DocketManager. 


New

The New button is a shortcut to create new items with a single click. The following options are available in the New dropdown based on a user's security settings:

Barcode

This allows users to scan a barcode that had been printed on a document.


When a Barcode has been printed on a Document (such as a Workorder), scanning the barcode with the barcode reader will populate the screen with the Item the document is associated with.

Email Communications


Side panel access to Email Communications that have been sent from your DocketManager system.

Timers

Side panel access to the Timers that are present in your system.
For more information on Timers, see General - Timers.

TasksSide panel access to Tasks that are Active, Completed, and Assigned To Others.


For more information on Tasks, see General - Tasks.

Alerts

Side panel access to Alerts in your system. These alerts include New and Completed Tasks, Failed Emails, Online Payments, Quote Approvals, Proof Updates, and Payments

For more information on Alerts, see General - Alerts.

Toggle Help

Page sensitive help that presents Help Articles, FAQs, and Videos specific to the page that you are on in DocketManager. 

User GuidesUser Guides provide step by step on screen instructions for many different operations within DocketManager.

Announcements

Stay up to date with news and updates from DocketManager.

User Menu

This shows the identity of the current user. Hovering the mouse over the user name opens a drop-down that includes links for the following:

  • Profile
  • Clock-in
  • Release Notes
  • QA Release Notes
  • Community Forum
  • Blog
  • Upcoming Webinars
  • Recordings
  • Logout

NAVIGATION MENU


Dashboard: A live snapshot of your business. 


Point of Sale: Easily enter orders using with minimal clicks.


CRM: Customers, Contacts, Marketing Campaigns, Lists, and Sales.


Quotes: Table of all Quote and Quote Items.


Orders: Table of all Order and Order Items.


Production: Track order items throughout your shop. 


Inventory: Stocks, Customer Goods, Supplies, and POs.


Accounting: AR, Deposits, Payments, Reports, Closeouts, and Commission.


Reports: Accounting, Analysis, Efficiency, Inventory, Marketing, and Sales Reports


Training: System setup resources and training materials.


Online Ordering: Web2Print functionality including Configuration, Assets, and Products.


Settings: Accounting, Admin, Communications, Customer, and Dockets.

Help and Support Options

Help is only a click away. 

The Contact icon redirects to DocketManager's contact page. This page provides information regarding the best way to reach the team for any type of issue.


Articles will bring you to our Knowledge Base of articles, Community Discussions, and Feature Requests.


Issue allows you to Search for Help and Submit a Support Ticket.