Setup Articles
Contextual process articles (Onboarding)
Outsourced Press Select Settings from the Navigation Menu Panel. Under Dockets select Press. Click on Sample - Outsourced. The basic settings for a Outsourced press are shown in the scree...
Fri, Dec 8, 2023 at 4:13 PM
Perfector Press Select Settings from the Navigation Menu Panel. Under Dockets select Press. Click on Sample - Perfector Press. The basic settings for a Perfector press are shown in the sc...
Fri, Dec 8, 2023 at 4:18 PM
Learn how to create and manage Presses within DocketManager. Select your press below to get started: Offset Digital Wide Format Outsourced Web Perfector
Fri, Dec 8, 2023 at 4:18 PM
Step 1: Add your User Avatar Navigate to Settings > Admin > Account. Click on Edit Profile. In the Edit Profile modal window. Hover over the text Upload Avatar Image. Click o...
Tue, Dec 12, 2023 at 10:37 AM
Convert a Quote to an Order Choose Quotes from the Side Navigation Menu Panel. Click on the Quote number that you would like to convert to an order. Click on the Actions Menu and then Convert ...
Wed, Dec 6, 2023 at 3:20 PM
Records Settings > Communications > Records All outgoing emails from your DocketManager system are logged in Records. The Status column allows you to see if the recipient has opened...
Wed, Mar 27, 2024 at 4:36 PM
Security Roles Navigate to Settings > Admin > Security. Click on a Security Role to view / revise permissions. Check the box next to a Security Role then click Duplicate to duplicate a r...
Mon, Mar 18, 2024 at 11:57 AM
Back Overview To integrate Shippo online, the Shipping option must first be added to a Customer's Online Ordering setup, and then Shipping Box/Weight has to be setup on the Online Orde...
Wed, Mar 9, 2022 at 11:28 AM
Learn how to create and manage Stocks within DocketManager. Digital and Offset Stocks Wide Format Stocks Web Press Stocks
Thu, Dec 7, 2023 at 1:12 PM
Tasks Settings > Communications > Tasks Tasks in DocketManager are a replacement for interoffice email, post it notes, shouting across the pressroom, and other semi effective ways of co...
Wed, Mar 27, 2024 at 4:37 PM