Setup Articles

Contextual process articles (Onboarding)

Digital Price Testing
Step 1: Create a Quote in your current MIS program Using the specs below, create a quote using your current pricing methods. Quote Item 10001 specs: 8.5 x 11 Printed 2up 13 x 19 - 80# Gloss...
Tue, Dec 12, 2023 at 4:27 PM
Document Setup
Step 1: Add your logo Navigate to Settings > Communications > Documents. Click on Choose Image and select your company logo. Suggested logo size should not exceed 150 px high x 450...
Fri, Mar 29, 2024 at 10:49 AM
External Organizations
Learn how to create and manage Customers and Contacts as well as Vendors and Suppliers. Customers Contacts Vendors Suppliers
Wed, Dec 6, 2023 at 10:36 AM
Integrations
Integrations Authorize.Net Integration CardConnect Integration Outgoing Mail (SMTP Server) Hot Folders Shippo - Integration
Wed, Mar 27, 2024 at 4:30 PM
Inventory
DocketManager allows you to keep track of Stocks, Customer Goods, and Supplies. This article will break down each of these options as well as demonstrate the PO functionality. Stocks In Docke...
Wed, Dec 6, 2023 at 8:11 PM
Lifecycle of an Order
Step 1: Create a Quote From the side navigation menu click on Quotes. Click on the New button to the right of Search. A New Quote window will open up, enter "Trifold Brochure" in ...
Tue, Nov 14, 2023 at 3:40 PM
Navigation
Navigation Best Practices The article below includes some tips to provide the best user experience when navigating through DocketManager. Best Practices Dashboard The following articl...
Mon, Mar 18, 2024 at 11:25 AM
Navigation Best Practices
Back Best Practices Chrome For best results Google Chrome should be used in place of other browsers. DocketManager is written to Chrome standards and offers the best user experience.  ...
Wed, Mar 13, 2024 at 11:09 AM
Offset Press Setup
Offset Press Select Settings from the Navigation Menu Panel. Under Dockets select Press. Click on Sample - Offset 4 Color The basic settings for a 4 Color offset press are shown in the sc...
Tue, Mar 19, 2024 at 3:39 PM
Offset Price Testing
Step 1: Create a Quote in your current MIS program Using the specs below, create a quote using your current pricing methods. Quote Item 10011 specs: 8.5 x 11 Printed 4up 19 x 25 - 80# Gloss...
Tue, Dec 12, 2023 at 4:46 PM