Step 1: 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 Production Views.
• Choose a Style.
• Click on a Production View.

There is a Preview File available to see what the view 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 > Admin > Production > Views.
• 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 various Production Views. You can choose to create new views or edit existing views.

Production View Customization

Production Views 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.