Getting Started

New User Webinar
Watch the New User Webinar below:
Mon, May 7, 2018 at 2:28 PM
Setup Company Settings webinar
Watch the Setup Company Settings webinar below:
Fri, Jul 21, 2017 at 11:46 AM
Add your company logo to your documents
Design Manager gives a user the ability to add their company logo into the software and display the image on documents.  For best logo file specificatio...
Fri, Oct 26, 2018 at 11:39 AM
Creating Opening Balances when Switching from Another System
1. Getting Started Pick a start date for when ALL work will be further completed in the Design Manager system - we suggest the first day of the month; for...
Mon, Jul 22, 2019 at 2:11 PM
Setting Security Settings for Desktop and Cloud Users
Security is managed on the Passwords Tab of the Company Information Window and is used to grant and restrict access to functionality within Design Manager...
Thu, Jun 25, 2020 at 5:23 PM
Company Logo Sizes, Options and what Documents it is Printed On
Company Logo File Sizes The Company Logo file that you load into Design Manager should be about a 100KB JPEG or less.  The software will not accept a lo...
Thu, Jul 16, 2020 at 2:14 PM
Check Positions and Settings
Design Manager offers three check options - top, middle, and bottom.  You may select whichever position check you wish to use.  Checks can be ordered throug...
Tue, Feb 18, 2020 at 12:25 PM
Document Styles and Options Tutorial
Watch the Document Styles and Options tutorial below:
Thu, Dec 14, 2017 at 4:17 PM
How to Export a Document or Report to PDF, Rich Text (Word), etc...
All documents and reports can be exported to PDF, Rich Text (Word), Excel and other formats that are available on your computer. Print/reprint the documen...
Thu, Nov 14, 2019 at 11:40 AM
User Security Schemes
Upon getting started with Design Manager or adding additional Users to your existing account, you will have the option to set your Users security settings u...
Tue, May 5, 2020 at 4:07 PM