Setup Articles

Contextual process articles (Onboarding)

Tasks
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
Time Clock
Time Clock Settings > Admin > Time Clock The Time Clock feature allows your employees to clock in and out and allows you to keep track of this time to properly pay them. Clock ...
Wed, Mar 27, 2024 at 4:36 PM
Time Clock - Set Up
Back The Time Clock function allows your employees to punch in and out right within the DocketManager interface.  Create an Active User To utilize the Time Clock function in DocketManager...
Thu, Apr 10, 2025 at 2:49 PM
Tools
Tools Settings > Admin > Tools The Tools function allows you to merge a Customer into another Customer and a Contact into another Contact. This feature comes into play when if duplicate ...
Wed, Mar 27, 2024 at 4:34 PM
Variable Data Editor
Back The Variable Template Editor allows the end user to import data via a .csv file to populate one or multiple records.  Step 1: Import a Design On the Home screen, click on Visit De...
Fri, Apr 10, 2026 at 2:25 PM
W2P - Access and Settings
B2B Site Settings  At the Portal level be sure to toggle the following settings to No: Show Registration Browsable At the Product level toggle Public to No and add the Contacts that you want...
Thu, May 7, 2026 at 1:22 PM
W2P - Portal Setup
A Portal is a specially designed website that serves as the point of access for online retail sales. Depending on your company and customer needs, multiple portals can be created. In this section ...
Wed, Mar 25, 2026 at 10:25 AM
W2P - Theme Setup
The first step in setting up your Web 2 Print is to select a Theme and a Portal. Scroll to the bottom of this article and download the attached files. Your DocketManager system comes preloaded...
Tue, Mar 24, 2026 at 1:01 PM
Web 2 Print Training
Online Configuration Theme Setup Portal Setup Products Accessibility Variable Templates B2B Variable Template (Data Driven Editor) B2C Variable Template (Template Based Editor) Var...
Wed, Dec 6, 2023 at 9:38 AM
Web Press Setup
Web Press Select Settings from the Navigation Menu Panel. Under Dockets select Press. Click on Sample - Sample Web Press. The basic settings for a Web press are shown in the screenshots b...
Fri, Dec 8, 2023 at 4:13 PM