DocketManager

✨ Feature Spotlight: Customer Defaults ✨
Setting up a new customer shouldn't mean filling in the same fields every single time. Customer Defaults pre-load the settings you use most-often.

Build a different default for each type of customer, override any value when you need to, and assign defaults to your Online Ordering Portals so new portal registrations configure themselves.
Want more details? Click here: https://hubs.la/Q04vZTKG0

✨ Feature Spotlight: File Groups ✨
Not every file does the same job, so don't store them the same way! File Groups let you sort the files attached to an Order Item into categories that match your shop.

Build your own groups with colour coding, hot folder/proof options, and even automatic thumbnail generation.
Learn more about this feature: https://hubs.ly/Q04vWlJf0

✨ Feature Spotlight: Item Type ✨
Stop chasing art files. The Item Type is how Customer Service tells the Graphics department exactly where an order item's file lives (server, FTP, customer upload, etc.) and what kind of proof is needed.

Set it on a single item or apply to multiple items with bulk actions. Give Prepress everything they need without them having to ask. Want more details? Click here: https://hubs.la/Q04tKbCQ0

✨ New Feature Spotlight: Third Party Shipping ✨
Simplify your shipping process with Third Party Shipping in DocketManager. Bill shipping costs directly to your customer's UPS or FedEx account when creating a label through your Shippo integration, making fulfillment faster and more flexible.

Learn more about this feature: https://hubs.la/Q04kDLnV0

✨ New Feature Spotlight: Online Forms ✨
Create and publish custom forms for your online portals directly within DocketManager. Give your customers a professional, organized way to submit requests while keeping submissions streamlined for your team.

Plus, automatic email notifications keep you informed instantly, and optional customer confirmations help reduce follow-up questions.
Learn more about this feature: https://hubs.la/Q04hZb0H0

✨ New Feature Spotlight: Credit Hold 💳 ✨
Stay in control of your accounts with Credit Hold in DocketManager. Easily place customers on hold when needed to help manage outstanding balances and reduce risk.
Learn more about this feature: https://hubs.la/Q048Y8TK0

✨ New Feature Spotlight: Deleted Page 🗑️ ✨
Mistakes happen, we’ve got you covered.
DocketManager’s Deleted page lets you quickly restore contacts, customers, items, stocks, and more in just a few clicks.
Get the full details: https://hubs.la/Q048YxK30