DocketManager Screen Help
Back Sync Item is a Trigger for Zapier Integration. Want to learn more? Click here for Zapier Triggers.
Mon, Mar 4, 2024 at 1:52 PM
Back The Outsourcing report looks at all posted order items in the date range, and shows outsourced cost, price and markup for each chosen vendor quote on each Item on an order that has chosen ...
Mon, Mar 4, 2024 at 2:10 PM
Back Quick Links Navigation is key to any MIS system and DocketManager allows you to navigate from page to page without the use of browser buttons. Location Quick Links are located in the...
Mon, Aug 4, 2025 at 11:41 AM
Back Item Toggle Quickly toggle between different items on an order / quote. Location Item Toggle is located in the top left corner of the New Item Page to the right of the Quick Links. ...
Tue, Mar 12, 2024 at 9:52 AM
Back Page Functions The New Item Page has multiple page functions that streamline the order / quote entry/revision process. Expand / Collapse Expand and Collapse options are located to the...
Tue, Mar 12, 2024 at 9:54 AM
Back Communications The Communications panel will display any emails that are sent specific to this order item. An example of this would be a Proof Approval email. Location Thumbnails ar...
Tue, Mar 12, 2024 at 10:02 AM
Back Department Items Any Department Items that exist on an order / quote can be managed from this panel. Location Department Items are located on the right side of the New Item Page. O...
Tue, Mar 12, 2024 at 10:05 AM
Back Quick Add Quick Add allows you to easily enter the specifications for a new item all within one view. Location Quick Add is located under the New Item + menu to the right of the Item...
Tue, Mar 12, 2024 at 10:06 AM
Back New From Template Templates allow you to streamline your order / quote entry process and create consistency between items. Location New From Template is located under the New Item + ...
Tue, Mar 12, 2024 at 10:06 AM
Back From Scratch From Scratch allows you create a new item within the New Item Page view. Location From Scratch is located under the New Item + menu to the right of the Item Toggle. Ad...
Mon, Mar 11, 2024 at 1:19 PM
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