Online Configuration

Online Configuration - Theme Overview
Back A Theme provides a base layout and design style that will be applied to the portal. The same theme can be applied to one or more portals. Themes can be created using a combination of a root ...
Thu, May 7, 2026 at 3:58 PM
Online Configuration - Portals Overview
Back A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple portals can be created, depending on your company and customer needs. Any of t...
Thu, May 7, 2026 at 3:58 PM
Online Configuration - Security Overview
Back Security Roles can be created and assigned to users to control their level of access. Each permission variable controls a specific section, panel or action. The preset security roles provi...
Thu, May 7, 2026 at 4:06 PM
Portal Testing
Back You have created a portal in DocketManager and added products for your customers to order, great! What's next? Before putting the portal live (sending the link to your customer) we re...
Tue, Feb 3, 2026 at 12:06 PM
Portals - Images and Locations
Back This document provides an outline for where images can be added to the HTML code for portal homepage(Images 2-7) or CSS code for the portal theme (Image 1). The attached PDF contains imag...
Wed, Nov 18, 2020 at 12:51 PM
Online Configuration -Portals Default
Back A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple portals can be created, depending on your company and customer needs. Sett...
Tue, Apr 6, 2021 at 12:59 PM
Online Configuration - Adding an Order Approver
Any contact, with a role allowing them to place orders, can be designated as requiring an approver. Adding approvers to a contact's online ordering settings will mandate that any order submitt...
Wed, Sep 18, 2019 at 11:45 AM