DocketManager

Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.        2.       The search criteria that can be used ...

The Orders page is divided into the following sections:   Section Description Order Name This shows the Order name and number. The invoice icon appea...

Step     Action   1.      Select {New} under Quotes/Orders. A New Order modal window will open.   2.     Complete the fields. Field Description Cust...

To Navigate to Order Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.        Use search filt...

Step     Action   1.        From the Order view page, make required changes.   General Order Information or Locations To Edit General Order Information...

Payments by Credit Card Adding a Credit Card Payment Step     Action   1.       From the payment section, select arrow on the right-hand side of New and ...

Proofs can be submitted to your customers for online approval, with status and feedback of proofs found directly within DocketManager. To Add a Proof...

Invoices can be printed/emailed on posted and unposted orders. A blue invoice icon appears when an invoice has been printed or emailed on an order. Hove...

Step      Action   1.        There are 2 ways to generate proof email from Order Item view page.   Select the {Action} menu and then select {Proof Emai...

Adding a New Proof Note  Step     Action   1.       From the Order Item view page, select the {Graphics} tab.   2.       Select the pencil icon to open t...