General

How to configure email settings in Pro Cloud with SMTP Settings
Launch Design Manager, choose File > User Settings Enter in the following settings...  iCloud email  See this article for iCloud G...
Mon, Jun 3, 2019 at 11:43 AM
How to Update Your Sales Tax Codes when the Rates Change
The sales tax rate must be changed in your Design Manager Software for each project that is still open and will be billed at the new rate. We strongly sugge...
Thu, Feb 7, 2019 at 3:03 PM
How to change a Component type
In DM you have 6 component types. Merchandise, freight, design fee, etc... If you do not use one of these, or need a specific component type, you can chang...
Mon, Mar 4, 2019 at 12:32 PM
Close and re-open a Project
ProCloud (for DMCloud/Standard see further below) How to Close a Project in ProCloud   1. Go to Projects - Highlight a Project - Click the Close Proj....
Wed, Nov 29, 2017 at 3:47 PM
How to make a back-up to your local computer from Design Manager Cloud
Making a back-up to your local computer from Design Manager On-line is very similar to making a normal back-up.  Here are the steps that you should follow:...
Wed, Jun 14, 2017 at 10:21 AM
How to handle Hawaii State General Excise Tax in Design Manager
The Hawaii general excise tax is imposed on the business instead of on the customer. Rather than merely acting as tax collectors, businesses are themselve...
Fri, Sep 22, 2017 at 1:51 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
State of Florida Discretionary Sales Tax (Surtax)
Important Note: Please use this information as guidance only, contact a certified CPA to discuss the information contained and follow your accountant’s advi...
Wed, Jul 19, 2017 at 10:13 AM
Reasons to use Retainer versus a Deposit on Proposal Tutorial
Wed, Aug 16, 2017 at 5:03 PM
Mapping fields when importing into Outlook
Best way to map fields when importing into Outlook so that contacts synchronize with Design Manager correctly When importing contacts into Outlook from ...
Thu, Oct 5, 2017 at 4:49 PM