General

Design Manager Tips and Tricks webinar
Watch the Design Manager Tips and Tricks webinar below:  
Fri, Jul 21, 2017 at 12:52 PM
Setup Company Settings webinar
Watch the Setup Company Settings webinar below:
Fri, Jul 21, 2017 at 11:46 AM
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
Document Styles and Options Tutorial
Watch the Document Styles and Options tutorial below:
Thu, Dec 14, 2017 at 4:17 PM
Proposal and Invoice Document Format Styles
Design Manger offers three style suites for both Proposals and Invoices as well as additional options in ProCloud: Specification Sheets, Bid Specification a...
Tue, Aug 18, 2020 at 10:56 AM
Add remarks or conditions to your Proposals, Invoice or Purchase Orders
You can add wording/remarks that will print at the very bottom of each of your documents.  There is a company-wide default, as well as the ability to set sp...
Wed, Nov 29, 2017 at 3:13 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
Import Contacts Tutorial
This feature is Only Available on DMCloud & ProCloud The following video shows the import in the DMCloud version Watch the how to import contacts tuto...
Wed, Nov 29, 2017 at 3:26 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