DocketManager Screen Help

Configuration
ARTICLES EDIT Date/Time Settings 
Tue, May 4, 2021 at 12:14 PM
Custom Export
Back Custom Export Settings > Admin > Custom Export The Custom Export page displays two tabs: Customers / Contacts and Orders / Items Customers / Contacts Tab The Customer / Contact tab ...
Mon, Feb 2, 2026 at 2:48 PM
Orders / Items Export
Custom Export Settings > Admin > Custom Export The Custom Export page displays two tabs: Customers / Contacts and Orders / Items Orders / Items Tab The Orders / Items tab includes Sear...
Thu, Jan 22, 2026 at 1:49 PM
Integrations
ARTICLES EDIT Authorize.Net Integration CardConnect Integration Outgoing Mail (SMTP Server) Hot Folders Shippo - Integration FAQ Creating a Simple Checkout for your Website with Aut...
Thu, Dec 14, 2023 at 9:57 AM
Zapier
ARTICLES Adding DocketManager to Zapier Available Triggers (Outgoing) COMMON INTEGRATIONS
Thu, Apr 1, 2021 at 3:07 PM
Security
ARTICLES EDIT Adding a new Security Role Editing a Security Role Duplicating a Security Role Deleting a Security Role FAQ Why can't my employee see all Orders/Customers in the sy...
Tue, May 4, 2021 at 12:21 PM
Security Role Edit
ARTICLES EDIT Configuration Contacts FAQ Do I need to set an Approver for a Contact assigned the Role "Online Order Placer - Needs Approval"? VIDEOS
Fri, Sep 1, 2023 at 3:17 PM
Time Clock
ARTICLES EDIT Searching Time Entries Adding a Time Entry Editing a Time Entry Print Deleting a Time Entry Exporting Time Clock FAQ What to do if an employee forgot to Clock In/Out? ...
Fri, May 14, 2021 at 10:42 AM
Tools
ARTICLES EDIT Merging Customers/Contacts FAQ What happens to Orders when two Customers are merged? What is the Merge Customer Tool for?  VIDEOS
Tue, May 4, 2021 at 12:31 PM
Documents
ARTICLES EDIT Adding a Logo Searching Documents Creating a Document Editing a Document Duplicating a Document Deleting a Document Creating a new Document RESOURCES Sample Documen...
Thu, Apr 6, 2023 at 10:32 AM