New Production Views
August 19, 2025
Did you know? There are some features you might not know about
Based on some frequently asked questions, here is part 9 of a list of hidden but very helpful features you might not know about.
Choose which alerts you would like to receive, whether it's all or specific to your association with an order or customer.
This can be found in your profile. Security roles must be updated to include the preferences and notifications section.
Stay in the loop by choosing to receive CC'd emails directly from DocketManager.
This can be found in your profile. Security roles must be updated to include the preferences and emails section.
Default to Item Edit Mode
Accelerate your workflow—activate Default to Item Edit Mode and instantly access every item ready for seamless editing.
This can be found in your profile. Security roles must be updated to include the preferences section.
Easily customize how your downloaded item files are named to match your workflow requirements.
This can be found under the General option of the Dockets section of the Settings page.
Customer, Contact and Reorder Persistor
Saving changes to a contact or customer, will prompt you to review and update any unposted orders or active quotes linked to their account.
When reordering, requoting, or converting quotes and orders, you’ll be prompted to apply any recent updates made to the related customer or contact information.
What features will you use?
