Step 1: Add your Company Avatar

Canned Email Style 2 comes preloaded in your DocketManager system. There is a Company logo avatar as well as a Sender avatar that can be customized.

• Navigate to Settings > Admin > Account
• Click the Edit icon to Edit Account Details.
  
  

In the Edit Account modal window.

• Hover over the text Upload Avatar Image.
• Click on the Edit icon.
• Upload a file with a minimum dimension of 245px x 245px.
• Click Save.
  
  

Step 2: Add your User Avatar

• Navigate to Settings > Admin > Account.
• Click on Edit Profile.

In the Edit Profile modal window.

• Hover over the text Upload Avatar Image.
• Click on the Edit icon.
• Upload a file with a minimum dimension of 245px x 245px.
• Click Save.
  
  

Step 3: Choose a Design Style

• Click this link to view our Template Library.
• Click on Email Templates.
• Choose a Style.
• Click on a Canned Email.

There is a Preview File available to see what the email will look like. 

Step 4: Create a Document

• Click on Download the Code.
• Select All (Command + A on a Mac / Ctrl + A on a Windows machine).
• Copy (Command + C on a Mac / Ctrl + C on a Windows machine).
• Navigate back to Settings > Communications > Canned Emails.
• Click on New.
• Fill out the fields.
• Scroll to the bottom of the page and click on the </> icon to enter html mode.
• Paste the copied code (Command + V on a Mac / Ctrl + V on a Windows machine).
• Click Save.

Your system comes preloaded with the base Design Style 2 Canned Emails. You can choose to create New emails or edit existing emails.

Canned Email Customization

Canned Emails can be customized either in Designer Mode or HTML Mode. Please refer to our HTML Guide for more information.

DocketManager offers document customization at an additional charge. Submit a Support Ticket by clicking on Issue in the bottom left corner of your DocketManager screen and then Submit Ticket. Our Support Team will always provide you with a price prior to performing any customizations.