General

Design Manager Tips and Tricks webinar
Watch the Design Manager Tips and Tricks webinar below:  
Fri, Jul 21, 2017 at 12:52 PM
Arranging Items on a Proposal or Invoice DM and DM Pro
When creating or editing a Proposal or Invoice you can rearrange the layout of your Items. ProCloud (see DMCloud/Standard further below) 1.  On t...
Wed, Nov 29, 2017 at 3:15 PM
How to Search for Specs, Items, and Accounting Transactions Webinar
Watch the How to Search for Specs, Items, and Accounting Transactions webinar below:  
Tue, Aug 1, 2017 at 11:26 AM
Export Grids and Glossaries to Excel or CSV
Design Manager Cloud programs have the ability to export most grids and all glossaries to Excel or CSV format. Simply right click on your grid header and se...
Fri, Sep 22, 2017 at 1:51 PM
How to export contacts from QuickBooks to Excel
To export customer information from QuickBooks to Excel: Click the Tools icon in the top right of Quickbooks.         ...
Thu, Jul 29, 2021 at 11:49 AM
How to use the Spec Search
On the Specifications Window, click the Search Button. Professional (Pro 7 + higher) Standard (DM2011 +higher) Click the drop down me...
Mon, Jul 17, 2017 at 2:09 PM
How to add a Task or Appointment
• Using the To Do List: (see further down for how to add within the Item/Component) Click on the Tasks and Appointments button. (example below shown in P...
Wed, Jul 19, 2017 at 2:15 PM
How to properly fold a document so that it fits in the window envelope
For Residential and Commercial document styles ONLY.  The Modern style is created with the idea of it being emailed more often than sent via postal mail. ...
Mon, Jul 10, 2017 at 12:00 PM
Vision Panel [Webinar]
Watch the Vision Panel webinar below: Learn how to use Design Manager's Vision Panel. The Vision Panel can be used for key company insights and fo...
Thu, Nov 8, 2018 at 2:52 PM
Update your company information inside your program for printing on documents
If you recently moved or changed any of your company information, you can update this information so that your documents print the proper new changes. To d...
Thu, Feb 7, 2019 at 3:11 PM