Getting Started / Company Setup
This is a step by step guide on getting your company set up to work with digital dockets. Everything from resources, to docket templates to users.
Resources
Docket Templates
- Create a New Docket Template
- How to create a Crew Docket Template - Web View
- How to Add a Tick Box Boolean to your Docket Template - Web View
- Changing mandatory fields on a Docket Template - Web View
- Editing a custom section on a Docket Template to add a Select Field - Web View
- Updating resource categories on a Docket Template - Web View
User Management
- User Roles
- Inviting your Users
- Add User Docket Creator (Order) - Web View
- Add User Docket Creator (Jobs) - Web View
- Add User Docket Creator (Dockets) - Web View
- How to add users with no access to Docketbook
- How to Add Crew Member Users with no access to Docketbook
- How to Edit User Access - Web View
- Remove a User