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CSR/Shipping/Production Manager

September 30, 2020

Date:
September 30

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is how CSRs, Shipping, and Production Managers will interact with DocketManager. During this session, we will cover topics relevant to CSR, shipping and production manager staff, including general navigation, how to submit a support ticket, tasks, recent communications, alerts, CRM, how to search/create/view a quote, how to convert to an order, how to print a workorder, creating a shipment, production queues and views.

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Online Configuration

October 1, 2020

Date:
October 1

Time:
10:30am - 11:30am

Available

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The topic for this training session is web to print, focusing on online configuration settings and customizing your portal. This will provide a more in-depth view of the online configuration settings area, and show you how to do some common tasks needed to customize your portal. This session is ideal for internal administrators to understand the overall web to print development process, and web designers who need to know the details about how to adjust settings on an individual portal. Here are some more details about what is covered in this session:

  • All the adjustments that can be made in online configuration settings, including General, Theme, Portals, Product Catalogs and Security
  • How to create and add products to your portal, and how to customize the view for these products
  • Tips and tricks about how to make bulk adjustments to the portal settings

If you see a session you are interested in, click on the "Sign Up" button below to join!

Prepress/Graphics Designer

October 1, 2020

Date:
October 1

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is how Prepress and Graphics Designers will interact with DocketManager. During this session, we will cover topics relevant to prepress and graphic designers, including general navigation, how to submit a support ticket, tasks, recent communications, alerts, CRM, how to search/create/view a quote, how to convert to an order, item files and sending a proof, notes, statuses, using graphic timers, moving items in production, using expanding view and proof icon indicator, files, how to print a workorder and creating a shipment.

If you see a session you are interested in, click on the “Sign Up” button below to join!

Variable Templates

October 2, 2020

Date:
October 2

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is web to print, focusing on variable templates. This will cover creating a simple variable template, focusing on following the example of a simple business card, and learning how to create the variable fields. This session is ideal for designers who need to know the details about how to create a variable template. Here are some more details about what is covered in this session:

  • Preparing a PDF file for adding variable fields
  • Tips on how to create and size the appropriate variable fields for your document
  • How to create template rules based on how users will be filling out information

If you see a session you are interested in, click on the “Sign Up” button below to join!

Navigation/Settings

October 5, 2020

Date:
October 5

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is Navigation and Settings. During this session, we will cover general navigation and settings, including system setup in Admin, Communications, Customer, and Dockets.

If you see a session you are interested in, click on the “Sign Up” button below to join!

CRM/Quotes/Orders

October 6, 2020

Date:
October 6

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is CRM, Quotes and Orders. During this session, we will cover how to create a customer and a contact, applying bulk actions to customers and contacts, navigating quotes and orders, creating a quote, converting a quote to an order, and doing requotes/reorders.

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Job Templates/Products

October 7, 2020

Date:
October 7

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is Job Templates and Products. During this session, we will cover an overview of job templates and products, creating a template from a quote, and creating a product from a quote.

If you see a session you are interested in, click on the “Sign Up” button below to join!

Production/Invoicing

October 8, 2020

Date:
October 8

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is Production and Invoicing. During this session, we will look at the main areas of Production: Workflow, Active Users, and Stats. We will also cover how to take an order and move it through production workflow, post an order, prepare and email an invoice, and show this in Accounts Receivable.

If you see a session you are interested in, click on the “Sign Up” button below to join!

Proofing/Timers

October 9, 2020

Date:
October 9

Time:
03:00pm - 04:00pm

Available

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The topic for this training session is Proofing and Timers. During this session, we will cover how to send a proof from the graphic queue, managing the graphics queue and attaching a proof, sending the proof to yourself, showing approved status with notes, showing the difference between automatic and manual update of proof status, moving an item to a press queue, using timers to set rates, and overriding price to bill to job.

If you see a session you are interested in, click on the “Sign Up” button below to join!