How to Edit a Order - Items/Resources - Web View

This article will walk you through the steps to edit, change and add to the existing items/resources on your Docketbook Order using your computer or laptops web browser.

1. On the Orders tab, select the Order to Open then click Details.

Edit an Order

2. Inside the Order select Edit

Edit 2-1

3. From this page, you have the option to click the three dots next to the item and choose from the following actions: Move Resource to Other Line, Change Resource, Remove Resource, Delete Line Item, or Close the Line Item. To add a new Resource, simply select "Add New Item." Once you have made your adjustments, please remember to click Save within the Order to ensure your changes are updated.

Add Item 2

 

If you need further help, please contact Support@docketbook.com.au