DocketManager Screen Help

Account
ARTICLES EDIT Account Details Adding an Active User/Employee FAQ How to add/remove an employee from DocketManager? What happens if a user has multiple security roles assigned? VID...
Mon, Jun 7, 2021 at 10:09 AM
Configuration
ARTICLES EDIT Date/Time Settings 
Tue, May 4, 2021 at 12:14 PM
Customers / Contacts Export
ARTICLES EDIT Customer/Contacts Custom Export Creating/Editing/Deleting a Smart List VIDEOS
Wed, Sep 8, 2021 at 9:39 AM
Orders / Items Export
ARTICLES EDIT Orders/Items Custom Export Creating/Editing/Deleting a Smart List VIDEOS
Wed, Sep 8, 2021 at 9:40 AM
Integrations
ARTICLES EDIT Authorized.Net Integration CardConnect Integration Outgoing Mail (SMTP Server) Hot Folders Shippo - Integration FAQ Creating a Simple Checkout for your Website with Auth...
Thu, May 27, 2021 at 11:38 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 s...
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
Tue, May 4, 2021 at 12:25 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