Setup Articles

Contextual process articles (Onboarding)

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 Overview The Time Clock function allows your employees to punch in and out right within the DocketManager interface.  Creating an Active User Step      Action   1.        Select...
Wed, Jul 27, 2022 at 10:45 AM
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...
Tue, Nov 21, 2023 at 9:56 AM
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...
Wed, Dec 6, 2023 at 9:40 AM
W2P - Portal Setup
Scroll to the bottom of this article and download the attached files. Portals A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple por...
Fri, Dec 29, 2023 at 4:49 PM
W2P - Products
Product Access on Portals Settings > Online Ordering > Products Click on Product Number 10381 Enable Edit Mode Click on the Online tab Scroll down to Access > Portals and choose Cha...
Wed, Dec 6, 2023 at 9:40 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...
Wed, Dec 6, 2023 at 9:40 AM
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